Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
2,398
+99
+4% +$13.1K 0.01% 1042
2025
Q1
$275K Sell
2,299
-527
-19% -$62.9K 0.01% 1027
2024
Q4
$371K Sell
2,826
-1,285
-31% -$169K 0.01% 859
2024
Q3
$521K Sell
4,111
-570
-12% -$72.3K 0.02% 689
2024
Q2
$710K Sell
4,681
-615
-12% -$93.3K 0.03% 543
2024
Q1
$874K Buy
5,296
+1,387
+35% +$229K 0.04% 437
2023
Q4
$532K Buy
3,909
+570
+17% +$77.6K 0.03% 567
2023
Q3
$458K Sell
3,339
-5,825
-64% -$799K 0.02% 622
2023
Q2
$1.17M Buy
9,164
+4,118
+82% +$528K 0.05% 387
2023
Q1
$730K Sell
5,046
-439
-8% -$63.5K 0.03% 474
2022
Q4
$796K Buy
5,485
+1,153
+27% +$167K 0.02% 710
2022
Q3
$633K Buy
4,332
+141
+3% +$20.6K 0.02% 814
2022
Q2
$612K Hold
4,191
0.02% 757
2022
Q1
$612K Buy
4,191
+950
+29% +$139K 0.02% 757
2021
Q4
$539K Sell
3,241
-733
-18% -$122K 0.01% 554
2021
Q3
$668K Buy
3,974
+980
+33% +$165K 0.01% 484
2021
Q2
$461K Buy
2,994
+1,596
+114% +$246K 0.01% 571
2021
Q1
$267K Buy
1,398
+948
+211% +$181K 0.01% 714
2020
Q4
$66K Buy
+450
New +$66K ﹤0.01% 1321