Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
982
+75
+8% +$23.8K 0.08% 166
2025
Q1
$235K Sell
907
-29
-3% -$7.52K 0.06% 180
2024
Q4
$378K Sell
936
-34
-4% -$13.7K 0.11% 130
2024
Q3
$254K Sell
970
-17
-2% -$4.45K 0.07% 176
2024
Q2
$195K Buy
987
+465
+89% +$92K 0.06% 199
2024
Q1
$91.8K Sell
522
-127
-20% -$22.3K 0.03% 297
2023
Q4
$161K Buy
649
+129
+25% +$32.1K 0.06% 206
2023
Q3
$130K Buy
520
+182
+54% +$45.6K 0.06% 213
2023
Q2
$88.5K Sell
338
-19
-5% -$4.97K 0.04% 257
2023
Q1
$74.1K Buy
357
+237
+198% +$49.2K 0.04% 255
2022
Q4
$14.8K Sell
120
-468
-80% -$57.7K 0.01% 405
2022
Q3
$156K Buy
588
+123
+26% +$32.6K 0.1% 144
2022
Q2
$104K Sell
465
-117
-20% -$26.2K 0.06% 189
2022
Q1
$209K Buy
582
+138
+31% +$49.6K 0.11% 131
2021
Q4
$156K Buy
444
+414
+1,380% +$145K 0.1% 139
2021
Q3
$8K Hold
30
0.01% 324
2021
Q2
$7K Buy
+30
New +$7K 0.01% 329
2020
Q4
$7K Buy
+30
New +$7K 0.01% 312