Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Buy
7,989
+6,341
+385% +$471K 0.07% 213
2025
Q1
$132K Sell
1,648
-4,762
-74% -$382K 0.02% 1030
2024
Q4
$501K Buy
6,410
+3,359
+110% +$262K 0.06% 260
2024
Q3
$233K Buy
3,051
+1,293
+74% +$99K 0.03% 600
2024
Q2
$139K Buy
1,758
+1,258
+252% +$99.7K 0.02% 821
2024
Q1
$41.9K Buy
500
+33
+7% +$2.76K 0.01% 1375
2023
Q4
$40.2K Sell
467
-3,190
-87% -$275K 0.01% 1410
2023
Q3
$290K Buy
3,657
+1,642
+81% +$130K 0.06% 242
2023
Q2
$169K Buy
2,015
+735
+57% +$61.5K 0.05% 495
2023
Q1
$109K Buy
1,280
+1,131
+759% +$96.6K 0.04% 726
2022
Q4
$10.5K Buy
+149
New +$10.5K ﹤0.01% 1456
2022
Q1
Sell
-194
Closed -$18K 1847
2021
Q4
$18K Buy
194
+188
+3,133% +$17.4K 0.01% 1495
2021
Q3
$1K Sell
6
-5
-45% -$833 ﹤0.01% 1176
2021
Q2
$1K Buy
+11
New +$1K ﹤0.01% 1129