Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$481K Sell
3,160
-1,139
-26% -$173K 0.08% 75
2025
Q1
$631K Buy
4,299
+4,197
+4,115% +$616K 0.12% 58
2024
Q4
$13.2K Sell
102
-42
-29% -$5.42K ﹤0.01% 499
2024
Q3
$19.7K Buy
144
+8
+6% +$1.09K ﹤0.01% 407
2024
Q2
$13.9K Sell
136
-33
-20% -$3.37K ﹤0.01% 488
2024
Q1
$15K Hold
169
﹤0.01% 448
2023
Q4
$15.4K Sell
169
-59
-26% -$5.38K ﹤0.01% 422
2023
Q3
$17.9K Buy
228
+35
+18% +$2.75K ﹤0.01% 340
2023
Q2
$16.1K Buy
193
+78
+68% +$6.51K ﹤0.01% 355
2023
Q1
$10.1K Sell
115
-82
-42% -$7.2K ﹤0.01% 484
2022
Q4
$19.8K Buy
197
+160
+432% +$16.1K ﹤0.01% 308
2022
Q3
$3K Sell
37
-42
-53% -$3.41K ﹤0.01% 943
2022
Q2
$9K Buy
+79
New +$9K ﹤0.01% 461
2021
Q4
$15K Buy
104
+41
+65% +$5.91K ﹤0.01% 373
2021
Q3
$9K Buy
+63
New +$9K ﹤0.01% 486