Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.9K Buy
45,332
+7,296
+19% +$10.3K 0.01% 1443
2025
Q1
$52.9K Sell
38,036
-91,804
-71% -$128K 0.01% 1435
2024
Q4
$200K Buy
129,840
+36,488
+39% +$56.2K 0.03% 827
2024
Q3
$162K Sell
93,352
-28,910
-24% -$50.3K 0.02% 839
2024
Q2
$215K Buy
122,262
+88,042
+257% +$155K 0.04% 513
2024
Q1
$64.7K Sell
34,220
-3,729
-10% -$7.05K 0.01% 1218
2023
Q4
$82K Buy
37,949
+16,778
+79% +$36.2K 0.02% 1135
2023
Q3
$34.3K Sell
21,171
-6,617
-24% -$10.7K 0.01% 1355
2023
Q2
$68.4K Buy
27,788
+5,883
+27% +$14.5K 0.02% 1017
2023
Q1
$65.1K Sell
21,905
-32,736
-60% -$97.2K 0.02% 991
2022
Q4
$199K Buy
54,641
+37,335
+216% +$136K 0.07% 344
2022
Q3
$63K Buy
17,306
+8,353
+93% +$30.4K 0.03% 889
2022
Q2
$47K Buy
8,953
+1,292
+17% +$6.78K 0.03% 972
2022
Q1
$42K Buy
7,661
+1,509
+25% +$8.27K 0.02% 1148
2021
Q4
$42K Sell
6,152
-184
-3% -$1.26K 0.02% 1188
2021
Q3
$39K Buy
6,336
+1,647
+35% +$10.1K 0.03% 828
2021
Q2
$28K Buy
4,689
+4,148
+767% +$24.8K 0.02% 864
2021
Q1
$3K Buy
+541
New +$3K ﹤0.01% 455