Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.94M Buy
67,665
+39,878
+144% +$1.73M 0.06% 141
2025
Q1
$1.28M Sell
27,787
-41,196
-60% -$1.9M 0.03% 209
2024
Q4
$2.6M Buy
68,983
+60,472
+711% +$2.28M 0.06% 136
2024
Q3
$345K Hold
8,511
0.01% 260
2024
Q2
$295K Hold
8,511
0.01% 264
2024
Q1
$320K Buy
+8,511
New +$320K 0.01% 268
2023
Q2
Sell
-55,952
Closed -$2.34M 386
2023
Q1
$2.34M Sell
55,952
-7,000
-11% -$293K 0.13% 68
2022
Q4
$2.72M Buy
62,952
+7,013
+13% +$303K 0.17% 59
2022
Q3
$2.1M Buy
55,939
+46,834
+514% +$1.75M 0.14% 70
2022
Q2
$413K Sell
9,105
-53,133
-85% -$2.41M 0.02% 262
2022
Q1
$2.96M Buy
62,238
+54,841
+741% +$2.61M 0.13% 68
2021
Q4
$305K Sell
7,397
-44,024
-86% -$1.82M 0.01% 239
2021
Q3
$1.77M Sell
51,421
-10,181
-17% -$351K 0.1% 97
2021
Q2
$1.99M Buy
61,602
+39,077
+173% +$1.26M 0.14% 82
2021
Q1
$703K Buy
22,525
+7,752
+52% +$242K 0.1% 102
2020
Q4
$448K Buy
+14,773
New +$448K 0.05% 127