Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
3,522
+2,769
+368% +$161K 0.12% 177
2025
Q1
$36K Buy
753
+244
+48% +$11.7K 0.02% 960
2024
Q4
$19K Buy
509
+5
+1% +$187 0.01% 1219
2024
Q3
$27K Sell
504
-133
-21% -$7.13K 0.02% 1104
2024
Q2
$27K Sell
637
-3,396
-84% -$144K 0.02% 1084
2024
Q1
$145K Buy
4,033
+1,388
+52% +$49.9K 0.09% 292
2023
Q4
$109K Buy
2,645
+243
+10% +$10K 0.07% 443
2023
Q3
$89K Buy
2,402
+292
+14% +$10.8K 0.07% 488
2023
Q2
$90K Buy
2,110
+1,263
+149% +$53.9K 0.07% 506
2023
Q1
$42K Sell
847
-176
-17% -$8.73K 0.04% 776
2022
Q4
$48K Sell
1,023
-125
-11% -$5.87K 0.04% 744
2022
Q3
$48K Buy
1,148
+567
+98% +$23.7K 0.04% 714
2022
Q2
$35K Sell
581
-1,884
-76% -$113K 0.03% 835
2022
Q1
$196K Buy
2,465
+702
+40% +$55.8K 0.13% 157
2021
Q4
$109K Buy
+1,763
New +$109K 0.15% 131