Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
32,587
+16,602
+104% +$117K 0.03% 816
2025
Q1
$114K Sell
15,985
-4,244
-21% -$30.3K 0.02% 1108
2024
Q4
$186K Buy
20,229
+16,968
+520% +$156K 0.02% 879
2024
Q3
$31.6K Buy
3,261
+444
+16% +$4.31K ﹤0.01% 1556
2024
Q2
$22.9K Buy
2,817
+1,224
+77% +$9.95K ﹤0.01% 1543
2024
Q1
$12.9K Sell
1,593
-16,137
-91% -$130K ﹤0.01% 1547
2023
Q4
$97.3K Buy
17,730
+4,355
+33% +$23.9K 0.02% 990
2023
Q3
$69.8K Buy
13,375
+9,586
+253% +$50K 0.02% 1093
2023
Q2
$43.8K Buy
3,789
+3,015
+390% +$34.8K 0.01% 1189
2023
Q1
$9.66K Sell
774
-321
-29% -$4.01K ﹤0.01% 1492
2022
Q4
$21.6K Sell
1,095
-20
-2% -$394 0.01% 1356
2022
Q3
$27K Sell
1,115
-984
-47% -$23.8K 0.01% 1213
2022
Q2
$51K Buy
2,099
+176
+9% +$4.28K 0.03% 923
2022
Q1
$62K Buy
1,923
+1,078
+128% +$34.8K 0.03% 930
2021
Q4
$29K Buy
+845
New +$29K 0.01% 1359