Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
+8,725
New +$1.24M 0.03% 839
2025
Q1
Sell
-6,595
Closed -$986K 1296
2024
Q4
$986K Sell
6,595
-879
-12% -$131K 0.07% 432
2024
Q3
$1.23M Buy
+7,474
New +$1.23M 0.08% 363
2024
Q1
Sell
-2,565
Closed -$269K 1455
2023
Q4
$269K Sell
2,565
-2,853
-53% -$299K 0.03% 866
2023
Q3
$512K Buy
5,418
+845
+18% +$79.9K 0.05% 553
2023
Q2
$459K Sell
4,573
-1,873
-29% -$188K 0.05% 586
2023
Q1
$523K Buy
+6,446
New +$523K 0.06% 507
2022
Q3
Sell
-18,303
Closed -$1.46M 1044
2022
Q2
$1.46M Buy
18,303
+12,161
+198% +$973K 0.19% 143
2022
Q1
$695K Buy
+6,142
New +$695K 0.16% 185