Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
5,106
-154
-3% -$4.08K 0.02% 1146
2025
Q1
$143K Buy
5,260
+543
+12% +$14.7K 0.02% 995
2024
Q4
$192K Buy
4,717
+1,386
+42% +$56.3K 0.02% 861
2024
Q3
$95.7K Buy
3,331
+1,390
+72% +$39.9K 0.01% 1180
2024
Q2
$85.6K Buy
1,941
+1,902
+4,877% +$83.9K 0.01% 1116
2024
Q1
$2.42K Buy
39
+2
+5% +$124 ﹤0.01% 1576
2023
Q4
$2.91K Buy
+37
New +$2.91K ﹤0.01% 1571
2023
Q3
Sell
-1,602
Closed -$132K 1697
2023
Q2
$132K Buy
1,602
+1,592
+15,920% +$131K 0.04% 646
2023
Q1
$723 Sell
10
-1,783
-99% -$129K ﹤0.01% 1543
2022
Q4
$122K Buy
1,793
+402
+29% +$27.3K 0.04% 641
2022
Q3
$104K Buy
1,391
+651
+88% +$48.7K 0.05% 578
2022
Q2
$68K Sell
740
-1,384
-65% -$127K 0.04% 749
2022
Q1
$235K Buy
2,124
+1,961
+1,203% +$217K 0.12% 142
2021
Q4
$22K Buy
+163
New +$22K 0.01% 1438
2021
Q3
Sell
-493
Closed -$90K 1253
2021
Q2
$90K Buy
493
+298
+153% +$54.4K 0.06% 491
2021
Q1
$30K Buy
+195
New +$30K 0.05% 275