Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.5K Sell
6,039
-6,678
-53% -$72.5K 0.01% 1429
2025
Q1
$128K Buy
+12,717
New +$128K 0.02% 1043
2024
Q4
Sell
-8,185
Closed -$86.4K 1692
2024
Q3
$86.4K Buy
+8,185
New +$86.4K 0.01% 1234
2024
Q2
Sell
-7,644
Closed -$102K 1732
2024
Q1
$102K Buy
7,644
+2,615
+52% +$34.7K 0.02% 994
2023
Q4
$61.3K Sell
5,029
-4,783
-49% -$58.3K 0.01% 1241
2023
Q3
$122K Buy
+9,812
New +$122K 0.03% 748
2022
Q4
Sell
-993
Closed -$11K 1629
2022
Q3
$11K Sell
993
-6,208
-86% -$68.8K 0.01% 1416
2022
Q2
$80K Sell
7,201
-2,728
-27% -$30.3K 0.05% 646
2022
Q1
$168K Buy
+9,929
New +$168K 0.08% 278
2021
Q4
Sell
-8,080
Closed -$114K 1899
2021
Q3
$114K Sell
8,080
-5,894
-42% -$83.2K 0.07% 382
2021
Q2
$208K Buy
+13,974
New +$208K 0.13% 183