Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
13,040
+3,251
+33% +$78.8K 0.19% 63
2025
Q1
$248K Buy
9,789
+7,008
+252% +$178K 0.17% 90
2024
Q4
$74K Sell
2,781
-7,298
-72% -$194K 0.05% 682
2024
Q3
$292K Buy
10,079
+7,942
+372% +$230K 0.18% 62
2024
Q2
$60K Sell
2,137
-6,072
-74% -$170K 0.04% 778
2024
Q1
$228K Sell
8,209
-932
-10% -$25.9K 0.14% 124
2023
Q4
$263K Sell
9,141
-708
-7% -$20.4K 0.18% 65
2023
Q3
$326K Sell
9,849
-488
-5% -$16.2K 0.25% 39
2023
Q2
$379K Buy
10,337
+158
+2% +$5.79K 0.29% 30
2023
Q1
$415K Buy
10,179
+1,859
+22% +$75.8K 0.36% 20
2022
Q4
$426K Buy
8,320
+1,538
+23% +$78.7K 0.35% 27
2022
Q3
$297K Sell
6,782
-249
-4% -$10.9K 0.26% 39
2022
Q2
$368K Buy
7,031
+491
+8% +$25.7K 0.29% 35
2022
Q1
$339K Buy
6,540
+3,048
+87% +$158K 0.23% 46
2021
Q4
$206K Buy
+3,492
New +$206K 0.29% 26