Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
20,251
+5,489
+37% +$108K 0.05% 439
2025
Q1
$115K Buy
14,762
+7,754
+111% +$60.2K 0.02% 1104
2024
Q4
$73.5K Sell
7,008
-251
-3% -$2.63K 0.01% 1285
2024
Q3
$77.6K Buy
7,259
+322
+5% +$3.44K 0.01% 1272
2024
Q2
$75.8K Buy
6,937
+925
+15% +$10.1K 0.01% 1185
2024
Q1
$78.2K Sell
6,012
-10,520
-64% -$137K 0.01% 1146
2023
Q4
$223K Buy
16,532
+12,811
+344% +$173K 0.04% 483
2023
Q3
$38.7K Buy
3,721
+1,136
+44% +$11.8K 0.01% 1299
2023
Q2
$39.9K Buy
2,585
+822
+47% +$12.7K 0.01% 1212
2023
Q1
$17.9K Sell
1,763
-168
-9% -$1.71K 0.01% 1436
2022
Q4
$19.6K Buy
1,931
+307
+19% +$3.11K 0.01% 1375
2022
Q3
$15K Buy
1,624
+426
+36% +$3.94K 0.01% 1394
2022
Q2
$12K Sell
1,198
-1,896
-61% -$19K 0.01% 1612
2022
Q1
$54K Buy
3,094
+365
+13% +$6.37K 0.03% 1011
2021
Q4
$65K Buy
2,729
+681
+33% +$16.2K 0.03% 953
2021
Q3
$58K Buy
2,048
+1,545
+307% +$43.8K 0.04% 711
2021
Q2
$18K Buy
+503
New +$18K 0.01% 946