Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.65M Buy
42,085
+40,782
+3,130% +$5.48M 0.55% 39
2025
Q1
$129K Hold
1,303
0.01% 338
2024
Q4
$186K Sell
1,303
-980
-43% -$140K 0.02% 270
2024
Q3
$263K Sell
2,283
-863
-27% -$99.3K 0.03% 282
2024
Q2
$408K Sell
3,146
-343
-10% -$44.5K 0.04% 194
2024
Q1
$431K Buy
3,489
+114
+3% +$14.1K 0.05% 192
2023
Q4
$410K Sell
3,375
-4,010
-54% -$487K 0.06% 188
2023
Q3
$673K Sell
7,385
-3,300
-31% -$301K 0.11% 114
2023
Q2
$1.05M Sell
10,685
-2,500
-19% -$246K 0.16% 73
2023
Q1
$958K Buy
13,185
+8
+0.1% +$581 0.16% 78
2022
Q4
$969K Buy
13,177
+80
+0.6% +$5.88K 0.18% 75
2022
Q3
$1.16M Buy
13,097
+4,132
+46% +$367K 0.24% 59
2022
Q2
$854K Sell
8,965
-5,132
-36% -$489K 0.18% 69
2022
Q1
$2.14M Buy
14,097
+10,074
+250% +$1.53M 0.4% 41
2021
Q4
$717K Buy
+4,023
New +$717K 0.15% 114