Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
13,247
+5,570
+73% +$508K 0.03% 437
2025
Q1
$597K Buy
7,677
+1,745
+29% +$136K 0.02% 642
2024
Q4
$407K Sell
5,932
-132
-2% -$9.05K 0.01% 775
2024
Q3
$475K Buy
6,064
+504
+9% +$39.5K 0.01% 726
2024
Q2
$354K Sell
5,560
-89
-2% -$5.67K 0.01% 830
2024
Q1
$435K Buy
+5,649
New +$435K 0.01% 739
2022
Q1
Sell
-5,128
Closed -$215K 936
2021
Q4
$215K Buy
5,128
+643
+14% +$27K 0.01% 828
2021
Q3
$201K Sell
4,485
-4,375
-49% -$196K 0.01% 832
2021
Q2
$444K Buy
8,860
+2,808
+46% +$141K 0.03% 570
2021
Q1
$330K Sell
6,052
-1,282
-17% -$69.9K 0.02% 608
2020
Q4
$374K Buy
+7,334
New +$374K 0.03% 542