Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$935K Buy
11,583
+4,230
+58% +$342K 0.11% 86
2025
Q1
$599K Sell
7,353
-3,721
-34% -$303K 0.08% 168
2024
Q4
$809K Buy
11,074
+4,196
+61% +$306K 0.1% 113
2024
Q3
$409K Buy
6,878
+2,247
+49% +$134K 0.06% 270
2024
Q2
$237K Sell
4,631
-3,204
-41% -$164K 0.04% 455
2024
Q1
$420K Buy
7,835
+2,123
+37% +$114K 0.07% 196
2023
Q4
$258K Buy
5,712
+246
+5% +$11.1K 0.05% 393
2023
Q3
$269K Sell
5,466
-4,420
-45% -$217K 0.06% 273
2023
Q2
$472K Buy
9,886
+2,699
+38% +$129K 0.14% 69
2023
Q1
$284K Sell
7,187
-241
-3% -$9.53K 0.09% 171
2022
Q4
$305K Sell
7,428
-2,145
-22% -$88K 0.1% 134
2022
Q3
$371K Buy
9,573
+7,007
+273% +$272K 0.18% 55
2022
Q2
$87K Buy
+2,566
New +$87K 0.05% 591
2021
Q4
Sell
-2,512
Closed -$63K 1986
2021
Q3
$63K Buy
+2,512
New +$63K 0.04% 674