Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15
Closed -$2.1K 2032
2025
Q1
$2.1K Sell
15
-6,817
-100% -$953K ﹤0.01% 1598
2024
Q4
$1.14M Buy
6,832
+5,482
+406% +$914K 0.15% 67
2024
Q3
$230K Buy
1,350
+1,337
+10,285% +$228K 0.03% 610
2024
Q2
$1.84K Sell
13
-588
-98% -$83K ﹤0.01% 1618
2024
Q1
$75.5K Sell
601
-3,996
-87% -$502K 0.01% 1157
2023
Q4
$485K Buy
4,597
+3,678
+400% +$388K 0.09% 125
2023
Q3
$97.3K Buy
919
+914
+18,280% +$96.8K 0.02% 872
2023
Q2
$595 Sell
5
-2,874
-100% -$342K ﹤0.01% 1525
2023
Q1
$268K Sell
2,879
-33
-1% -$3.07K 0.09% 202
2022
Q4
$238K Buy
2,912
+381
+15% +$31.1K 0.08% 220
2022
Q3
$154K Sell
2,531
-79
-3% -$4.81K 0.08% 336
2022
Q2
$182K Buy
2,610
+1,193
+84% +$83.2K 0.11% 174
2022
Q1
$117K Sell
1,417
-3,570
-72% -$295K 0.06% 489
2021
Q4
$435K Sell
4,987
-517
-9% -$45.1K 0.2% 47
2021
Q3
$480K Buy
5,504
+384
+8% +$33.5K 0.31% 35
2021
Q2
$398K Buy
5,120
+3,236
+172% +$252K 0.25% 54
2021
Q1
$132K Buy
+1,884
New +$132K 0.22% 83