Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
51,018
+41,888
+459% +$1.17M 0.17% 46
2025
Q1
$251K Sell
9,130
-84
-0.9% -$2.31K 0.03% 670
2024
Q4
$309K Sell
9,214
-2,219
-19% -$74.5K 0.04% 532
2024
Q3
$361K Buy
11,433
+178
+2% +$5.62K 0.05% 330
2024
Q2
$354K Buy
11,255
+4,508
+67% +$142K 0.06% 241
2024
Q1
$252K Buy
6,747
+1,517
+29% +$56.7K 0.04% 443
2023
Q4
$176K Buy
5,230
+672
+15% +$22.6K 0.03% 650
2023
Q3
$145K Buy
4,558
+2,292
+101% +$72.9K 0.03% 659
2023
Q2
$68.3K Sell
2,266
-579
-20% -$17.4K 0.02% 1020
2023
Q1
$70.5K Buy
2,845
+1,495
+111% +$37K 0.02% 952
2022
Q4
$35.7K Buy
1,350
+489
+57% +$12.9K 0.01% 1165
2022
Q3
$29K Buy
861
+296
+52% +$9.97K 0.01% 1195
2022
Q2
$17K Buy
+565
New +$17K 0.01% 1502
2021
Q3
Sell
-215
Closed -$13K 1294
2021
Q2
$13K Buy
+215
New +$13K 0.01% 986