Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883K Buy
6,493
+1,501
+30% +$204K 0.11% 96
2025
Q1
$662K Sell
4,992
-1,840
-27% -$244K 0.09% 136
2024
Q4
$773K Buy
6,832
+5,935
+662% +$671K 0.1% 118
2024
Q3
$102K Buy
897
+579
+182% +$66K 0.01% 1113
2024
Q2
$33K Buy
318
+308
+3,080% +$32K 0.01% 1480
2024
Q1
$1.14K Buy
10
+2
+25% +$227 ﹤0.01% 1586
2023
Q4
$881 Hold
8
﹤0.01% 1585
2023
Q3
$775 Buy
8
+3
+60% +$291 ﹤0.01% 1578
2023
Q2
$545 Sell
5
-1,087
-100% -$118K ﹤0.01% 1526
2023
Q1
$111K Sell
1,092
-1,103
-50% -$112K 0.04% 718
2022
Q4
$241K Sell
2,195
-743
-25% -$81.6K 0.08% 216
2022
Q3
$284K Buy
2,938
+2,935
+97,833% +$284K 0.14% 94
2022
Q2
$0 Sell
3
-2,731
-100% ﹤0.01% 1833
2022
Q1
$324K Sell
2,734
-186
-6% -$22K 0.16% 65
2021
Q4
$411K Buy
2,920
+96
+3% +$13.5K 0.19% 57
2021
Q3
$334K Sell
2,824
-3,098
-52% -$366K 0.21% 72
2021
Q2
$687K Buy
5,922
+2,912
+97% +$338K 0.43% 24
2021
Q1
$361K Buy
+3,010
New +$361K 0.59% 27