Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.86M Buy
77,096
+36,225
+89% +$2.75M 0.04% 379
2025
Q1
$2.68M Sell
40,871
-2,352
-5% -$154K 0.02% 508
2024
Q4
$3.05M Buy
43,223
+18,921
+78% +$1.34M 0.03% 393
2024
Q3
$1.51M Buy
24,302
+14,665
+152% +$911K 0.02% 438
2024
Q2
$539K Sell
9,637
-68
-0.7% -$3.8K 0.01% 624
2024
Q1
$625K Buy
9,705
+104
+1% +$6.69K 0.01% 568
2023
Q4
$511K Buy
+9,601
New +$511K 0.01% 570
2023
Q2
Sell
-10,461
Closed -$548K 965
2023
Q1
$548K Buy
10,461
+4,845
+86% +$254K 0.01% 541
2022
Q4
$284K Sell
5,616
-7,813
-58% -$395K 0.01% 650
2022
Q3
$729K Buy
13,429
+5,658
+73% +$307K 0.02% 441
2022
Q2
$453K Buy
7,771
+4,272
+122% +$249K 0.01% 500
2022
Q1
$252K Buy
3,499
+575
+20% +$41.4K 0.01% 689
2021
Q4
$255K Sell
2,924
-498
-15% -$43.4K 0.01% 633
2021
Q3
$282K Buy
+3,422
New +$282K 0.01% 574