Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.78M Buy
29,776
+13,164
+79% +$1.23M 0.07% 252
2025
Q1
$1.21M Buy
16,612
+3,037
+22% +$221K 0.03% 432
2024
Q4
$819K Buy
13,575
+2,748
+25% +$166K 0.02% 536
2024
Q3
$814K Buy
10,827
+318
+3% +$23.9K 0.02% 515
2024
Q2
$764K Buy
10,509
+208
+2% +$15.1K 0.03% 493
2024
Q1
$793K Buy
10,301
+6,185
+150% +$476K 0.03% 462
2023
Q4
$253K Buy
4,116
+803
+24% +$49.4K 0.01% 766
2023
Q3
$152K Buy
3,313
+1,334
+67% +$61.4K 0.01% 883
2023
Q2
$85.4K Sell
1,979
-1,030
-34% -$44.5K ﹤0.01% 1123
2023
Q1
$95.4K Sell
3,009
-485
-14% -$15.4K 0.01% 1064
2022
Q4
$86.4K Buy
3,494
+340
+11% +$8.41K 0.01% 1076
2022
Q3
$65K Hold
3,154
﹤0.01% 1160
2022
Q2
$65K Buy
+3,154
New +$65K ﹤0.01% 1160
2021
Q4
$133K Sell
3,167
-4,985
-61% -$209K 0.01% 864
2021
Q3
$365K Sell
8,152
-4,174
-34% -$187K 0.01% 767
2021
Q2
$618K Buy
12,326
+206
+2% +$10.3K 0.02% 594
2021
Q1
$661K Buy
+12,120
New +$661K 0.02% 508