Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
7,631
+3,370
+79% +$217K 0.06% 304
2025
Q1
$296K Sell
4,261
-2,288
-35% -$159K 0.04% 559
2024
Q4
$475K Buy
6,549
+2,485
+61% +$180K 0.06% 289
2024
Q3
$341K Buy
4,064
+2,729
+204% +$229K 0.05% 349
2024
Q2
$89K Sell
1,335
-2,783
-68% -$186K 0.01% 1086
2024
Q1
$325K Sell
4,118
-1,387
-25% -$109K 0.05% 321
2023
Q4
$369K Buy
5,505
+1,678
+44% +$112K 0.07% 213
2023
Q3
$205K Buy
3,827
+1,652
+76% +$88.3K 0.04% 445
2023
Q2
$125K Buy
+2,175
New +$125K 0.04% 684
2023
Q1
Sell
-719
Closed -$33.6K 1704
2022
Q4
$33.6K Sell
719
-4,698
-87% -$219K 0.01% 1184
2022
Q3
$253K Buy
5,417
+4,769
+736% +$223K 0.12% 119
2022
Q2
$33K Sell
648
-1,178
-65% -$60K 0.02% 1206
2022
Q1
$93K Buy
1,826
+812
+80% +$41.4K 0.05% 655
2021
Q4
$71K Sell
1,014
-88
-8% -$6.16K 0.03% 890
2021
Q3
$61K Buy
1,102
+54
+5% +$2.99K 0.04% 693
2021
Q2
$62K Buy
+1,048
New +$62K 0.04% 668