Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
45,582
+12,239
+37% +$106K 0.05% 442
2025
Q1
$290K Buy
33,343
+27,656
+486% +$241K 0.04% 572
2024
Q4
$61.2K Buy
+5,687
New +$61.2K 0.01% 1338
2024
Q3
Sell
-3,442
Closed -$57.2K 1876
2024
Q2
$57.2K Buy
+3,442
New +$57.2K 0.01% 1286
2022
Q3
Sell
-2,599
Closed -$34K 1902
2022
Q2
$34K Sell
2,599
-2,003
-44% -$26.2K 0.02% 1191
2022
Q1
$166K Buy
4,602
+2,697
+142% +$97.3K 0.08% 287
2021
Q4
$90K Buy
1,905
+248
+15% +$11.7K 0.04% 721
2021
Q3
$122K Sell
1,657
-1,627
-50% -$120K 0.08% 351
2021
Q2
$224K Buy
3,284
+1,759
+115% +$120K 0.14% 163
2021
Q1
$80K Buy
+1,525
New +$80K 0.13% 143