Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Buy
334,576
+93,411
+39% +$38.7K 0.02% 1131
2025
Q1
$159K Buy
241,165
+137,676
+133% +$90.5K 0.02% 942
2024
Q4
$138K Buy
103,489
+45,361
+78% +$60.3K 0.02% 1033
2024
Q3
$102K Buy
58,128
+1,080
+2% +$1.9K 0.01% 1112
2024
Q2
$94.7K Sell
57,048
-6,321
-10% -$10.5K 0.02% 1039
2024
Q1
$157K Buy
63,369
+6,755
+12% +$16.7K 0.03% 746
2023
Q4
$130K Sell
56,614
-22,107
-28% -$50.8K 0.02% 815
2023
Q3
$188K Buy
78,721
+18,817
+31% +$45K 0.04% 501
2023
Q2
$93.5K Buy
59,904
+26,972
+82% +$42.1K 0.03% 870
2023
Q1
$83.3K Buy
32,932
+8,371
+34% +$21.2K 0.03% 876
2022
Q4
$66.1K Buy
24,561
+3,564
+17% +$9.59K 0.02% 956
2022
Q3
$58K Buy
20,997
+14,004
+200% +$38.7K 0.03% 936
2022
Q2
$22K Sell
6,993
-629
-8% -$1.98K 0.01% 1393
2022
Q1
$59K Buy
+7,622
New +$59K 0.03% 963