Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
12,675
+5,205
+70% +$486K 0.05% 270
2025
Q1
$544K Buy
7,470
+4,809
+181% +$350K 0.03% 385
2024
Q4
$161K Sell
2,661
-623
-19% -$37.6K 0.01% 619
2024
Q3
$247K Buy
3,284
+906
+38% +$68.1K 0.01% 516
2024
Q2
$173K Buy
2,378
+830
+54% +$60.3K 0.01% 516
2024
Q1
$119K Sell
1,548
-37
-2% -$2.85K 0.01% 507
2023
Q4
$97.6K Sell
1,585
-197
-11% -$12.1K 0.01% 491
2023
Q3
$82K Sell
1,782
-153
-8% -$7.04K 0.01% 492
2023
Q2
$83.5K Sell
1,935
-1,179
-38% -$50.9K 0.01% 448
2023
Q1
$98.7K Buy
3,114
+526
+20% +$16.7K 0.01% 435
2022
Q4
$64K Buy
2,588
+576
+29% +$14.2K 0.01% 476
2022
Q3
$53K Sell
2,012
-547
-21% -$14.4K 0.01% 460
2022
Q2
$52K Sell
2,559
-658
-20% -$13.4K 0.01% 360
2022
Q1
$115K Sell
3,217
-406
-11% -$14.5K 0.02% 261
2021
Q4
$152K Buy
3,623
+2,532
+232% +$106K 0.02% 222
2021
Q3
$49K Buy
1,091
+323
+42% +$14.5K 0.01% 301
2021
Q2
$38K Sell
768
-169
-18% -$8.36K 0.01% 322
2021
Q1
$51K Buy
937
+153
+20% +$8.33K 0.02% 253
2020
Q4
$40K Hold
784
0.01% 249
2020
Q3
$29K Sell
784
-352
-31% -$13K 0.01% 262
2020
Q2
$35K Buy
1,136
+880
+344% +$27.1K 0.02% 223
2020
Q1
$7K Buy
+256
New +$7K ﹤0.01% 339