Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
24,165
+11,905
+97% +$573K 0.03% 509
2025
Q1
$595K Buy
12,260
+301
+3% +$14.6K 0.02% 641
2024
Q4
$584K Sell
11,959
-1,676
-12% -$81.8K 0.03% 487
2024
Q3
$847K Sell
13,635
-530
-4% -$32.9K 0.05% 364
2024
Q2
$809K Buy
+14,165
New +$809K 0.05% 328
2022
Q2
Sell
-3,336
Closed -$230K 547
2022
Q1
$230K Buy
+3,336
New +$230K 0.03% 489
2021
Q4
Sell
-575
Closed -$27K 698
2021
Q3
$27K Sell
575
-266
-32% -$12.5K ﹤0.01% 1100
2021
Q2
$54K Buy
841
+61
+8% +$3.92K 0.01% 897
2021
Q1
$48K Buy
780
+548
+236% +$33.7K 0.01% 699
2020
Q4
$13K Buy
+232
New +$13K ﹤0.01% 881
2020
Q2
Sell
-249
Closed -$8.14K 966
2020
Q1
$8.14K Buy
249
+9
+4% +$294 0.01% 681
2019
Q4
$11.2K Buy
+240
New +$11.2K 0.01% 566