Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Buy
6,426
+1,879
+41% +$37.7K 0.08% 409
2025
Q1
$110K Buy
4,547
+3,213
+241% +$77.7K 0.07% 428
2024
Q4
$45K Buy
1,334
+419
+46% +$14.1K 0.03% 898
2024
Q3
$44K Buy
915
+715
+358% +$34.4K 0.03% 923
2024
Q2
$9K Sell
200
-180
-47% -$8.1K 0.01% 1624
2024
Q1
$23K Sell
380
-186
-33% -$11.3K 0.01% 1169
2023
Q4
$31K Sell
566
-93
-14% -$5.09K 0.02% 1042
2023
Q3
$33K Buy
659
+286
+77% +$14.3K 0.02% 941
2023
Q2
$19K Sell
373
-355
-49% -$18.1K 0.01% 1162
2023
Q1
$40K Sell
728
-1,099
-60% -$60.4K 0.03% 798
2022
Q4
$97K Buy
1,827
+348
+24% +$18.5K 0.08% 400
2022
Q3
$63K Sell
1,479
-454
-23% -$19.3K 0.06% 601
2022
Q2
$89K Sell
1,933
-692
-26% -$31.9K 0.07% 473
2022
Q1
$137K Buy
2,625
+2,416
+1,156% +$126K 0.09% 314
2021
Q4
$12K Buy
+209
New +$12K 0.02% 977