Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.9K Sell
6,364
-13,032
-67% -$188K 0.01% 1342
2025
Q1
$344K Buy
19,396
+16,378
+543% +$291K 0.05% 457
2024
Q4
$50.4K Sell
3,018
-5,875
-66% -$98.1K 0.01% 1423
2024
Q3
$151K Buy
8,893
+2,378
+37% +$40.3K 0.02% 892
2024
Q2
$119K Buy
6,515
+4,635
+247% +$84.5K 0.02% 917
2024
Q1
$40.6K Sell
1,880
-5,829
-76% -$126K 0.01% 1394
2023
Q4
$171K Buy
7,709
+2,694
+54% +$59.9K 0.03% 666
2023
Q3
$153K Sell
5,015
-2,301
-31% -$70.1K 0.03% 631
2023
Q2
$273K Buy
7,316
+3,634
+99% +$136K 0.08% 224
2023
Q1
$118K Buy
3,682
+2,786
+311% +$89K 0.04% 672
2022
Q4
$32K Buy
896
+120
+15% +$4.28K 0.01% 1205
2022
Q3
$23K Sell
776
-1,729
-69% -$51.2K 0.01% 1268
2022
Q2
$56K Buy
+2,505
New +$56K 0.03% 862
2022
Q1
Sell
-819
Closed -$58K 1903
2021
Q4
$58K Sell
819
-1,139
-58% -$80.7K 0.03% 1018
2021
Q3
$156K Sell
1,958
-248
-11% -$19.8K 0.1% 247
2021
Q2
$104K Buy
+2,206
New +$104K 0.07% 434