Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.7K Sell
8,954
-33,332
-79% -$297K 0.01% 1373
2025
Q1
$255K Buy
42,286
+2,612
+7% +$15.8K 0.03% 657
2024
Q4
$305K Sell
39,674
-34,223
-46% -$263K 0.04% 543
2024
Q3
$367K Sell
73,897
-35,861
-33% -$178K 0.05% 321
2024
Q2
$485K Buy
109,758
+9,162
+9% +$40.5K 0.08% 134
2024
Q1
$552K Buy
100,596
+51,645
+106% +$284K 0.09% 115
2023
Q4
$280K Buy
48,951
+24,259
+98% +$139K 0.05% 342
2023
Q3
$150K Sell
24,692
-13,789
-36% -$83.6K 0.03% 645
2023
Q2
$249K Buy
38,481
+32,543
+548% +$210K 0.07% 262
2023
Q1
$48.5K Buy
5,938
+621
+12% +$5.07K 0.02% 1133
2022
Q4
$33.2K Buy
5,317
+1,566
+42% +$9.79K 0.01% 1188
2022
Q3
$30K Buy
3,751
+890
+31% +$7.12K 0.01% 1183
2022
Q2
$28K Buy
2,861
+2,831
+9,437% +$27.7K 0.02% 1301
2022
Q1
$0 Sell
30
-86
-74% ﹤0.01% 1961
2021
Q4
$2K Buy
116
+88
+314% +$1.52K ﹤0.01% 1775
2021
Q3
$1K Sell
28
-28
-50% -$1K ﹤0.01% 1188
2021
Q2
$2K Buy
+56
New +$2K ﹤0.01% 1119