Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
1,523
+298
+24% +$115K 0.38% 63
2025
Q1
$470K Sell
1,225
-17
-1% -$6.52K 0.32% 81
2024
Q4
$548K Sell
1,242
-132
-10% -$58.2K 0.29% 83
2024
Q3
$711K Buy
1,374
+351
+34% +$182K 0.41% 56
2024
Q2
$568K Sell
1,023
-38
-4% -$21.1K 0.32% 72
2024
Q1
$535K Sell
1,061
-432
-29% -$218K 0.3% 76
2023
Q4
$891K Sell
1,493
-14
-0.9% -$8.35K 0.62% 27
2023
Q3
$768K Buy
1,507
+75
+5% +$38.2K 0.71% 18
2023
Q2
$700K Sell
1,432
-46
-3% -$22.5K 0.63% 26
2023
Q1
$570K Sell
1,478
-481
-25% -$185K 0.51% 46
2022
Q4
$659K Buy
1,959
+50
+3% +$16.8K 0.64% 33
2022
Q3
$525K Buy
1,909
+1,756
+1,148% +$483K 0.5% 44
2022
Q2
$473 Sell
153
-1,749
-92% -$5.41K ﹤0.01% 726
2022
Q1
$866K Sell
1,902
-1,846,713
-100% -$841M 0.54% 29
2021
Q4
$3.26K Buy
+1,848,615
New +$3.26K 0.03% 214
2021
Q2
$1.79M Buy
+3,062
New +$1.79M 0.79% 26