Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$916K Buy
8,703
+2,550
+41% +$268K 0.02% 372
2025
Q1
$359K Buy
6,153
+225
+4% +$13.1K 0.01% 651
2024
Q4
$343K Buy
5,928
+28
+0.5% +$1.62K 0.01% 669
2024
Q3
$261K Buy
5,900
+1,047
+22% +$46.3K 0.01% 745
2024
Q2
$181K Buy
4,853
+85
+2% +$3.16K ﹤0.01% 861
2024
Q1
$182K Sell
4,768
-2
-0% -$76 ﹤0.01% 863
2023
Q4
$218K Buy
4,770
+651
+16% +$29.8K 0.01% 757
2023
Q3
$119K Buy
4,119
+352
+9% +$10.2K ﹤0.01% 967
2023
Q2
$152K Sell
3,767
-320
-8% -$12.9K ﹤0.01% 857
2023
Q1
$184K Buy
4,087
+117
+3% +$5.26K 0.01% 753
2022
Q4
$113K Buy
3,970
+487
+14% +$13.9K ﹤0.01% 944
2022
Q3
$125K Buy
3,483
+823
+31% +$29.5K ﹤0.01% 855
2022
Q2
$87K Sell
2,660
-3,050
-53% -$99.8K ﹤0.01% 1042
2022
Q1
$264K Buy
5,710
+2,679
+88% +$124K 0.01% 628
2021
Q4
$313K Hold
3,031
0.01% 550
2021
Q3
$229K Buy
3,031
+20
+0.7% +$1.51K 0.01% 634
2021
Q2
$271K Buy
3,011
+314
+12% +$28.3K 0.01% 550
2021
Q1
$175K Buy
+2,697
New +$175K 0.01% 650