Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$918K Buy
10,448
+8,143
+353% +$716K 0.11% 90
2025
Q1
$162K Sell
2,305
-613
-21% -$43.2K 0.02% 929
2024
Q4
$217K Buy
+2,918
New +$217K 0.03% 778
2024
Q2
Sell
-1,547
Closed -$101K 1845
2024
Q1
$101K Buy
1,547
+687
+80% +$44.8K 0.02% 999
2023
Q4
$78.8K Buy
+860
New +$78.8K 0.01% 1158
2022
Q3
Sell
-20
Closed -$2K 1880
2022
Q2
$2K Buy
+20
New +$2K ﹤0.01% 1786
2022
Q1
Sell
-68
Closed -$16K 1992
2021
Q4
$16K Sell
68
-32
-32% -$7.53K 0.01% 1574
2021
Q3
$31K Sell
100
-235
-70% -$72.9K 0.02% 874
2021
Q2
$154K Buy
335
+330
+6,600% +$152K 0.1% 273
2021
Q1
$2K Buy
+5
New +$2K ﹤0.01% 475