Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
4,418
+2,441
+123% +$176K 0.04% 610
2025
Q1
$121K Buy
1,977
+35
+2% +$2.14K 0.02% 1072
2024
Q4
$143K Sell
1,942
-1,196
-38% -$88.4K 0.02% 1021
2024
Q3
$309K Buy
3,138
+918
+41% +$90.3K 0.04% 415
2024
Q2
$164K Buy
2,220
+164
+8% +$12.1K 0.03% 716
2024
Q1
$161K Sell
2,056
-3,083
-60% -$242K 0.03% 736
2023
Q4
$410K Buy
5,139
+1,701
+49% +$136K 0.08% 174
2023
Q3
$218K Buy
3,438
+1,812
+111% +$115K 0.05% 400
2023
Q2
$91.5K Buy
1,626
+330
+25% +$18.6K 0.03% 884
2023
Q1
$63.6K Buy
1,296
+89
+7% +$4.37K 0.02% 1006
2022
Q4
$53.4K Sell
1,207
-795
-40% -$35.2K 0.02% 1051
2022
Q3
$84K Buy
2,002
+982
+96% +$41.2K 0.04% 727
2022
Q2
$54K Sell
1,020
-557
-35% -$29.5K 0.03% 884
2022
Q1
$88K Sell
1,577
-1,127
-42% -$62.9K 0.04% 693
2021
Q4
$146K Buy
2,704
+1,260
+87% +$68K 0.07% 381
2021
Q3
$74K Buy
1,444
+76
+6% +$3.9K 0.05% 596
2021
Q2
$59K Buy
+1,368
New +$59K 0.04% 691