Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
8,059
+4,954
+160% +$188K 0.04% 633
2025
Q1
$130K Sell
3,105
-4,152
-57% -$174K 0.02% 1034
2024
Q4
$266K Buy
7,257
+4,454
+159% +$163K 0.03% 643
2024
Q3
$109K Buy
2,803
+1,588
+131% +$61.5K 0.02% 1072
2024
Q2
$42.1K Sell
1,215
-2,342
-66% -$81.1K 0.01% 1381
2024
Q1
$125K Buy
3,557
+2,454
+222% +$85.9K 0.02% 869
2023
Q4
$39.4K Buy
+1,103
New +$39.4K 0.01% 1420
2023
Q2
Sell
-775
Closed -$32.9K 1563
2023
Q1
$32.9K Buy
775
+69
+10% +$2.93K 0.01% 1235
2022
Q4
$31.3K Sell
706
-475
-40% -$21.1K 0.01% 1217
2022
Q3
$44K Buy
+1,181
New +$44K 0.02% 1050
2022
Q1
Sell
-840
Closed -$36K 1792
2021
Q4
$36K Buy
+840
New +$36K 0.02% 1248