Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
137,044
+115,857
+547% +$1.56M 0.23% 28
2025
Q1
$276K Buy
21,187
+10,665
+101% +$139K 0.04% 600
2024
Q4
$172K Sell
10,522
-4,020
-28% -$65.7K 0.02% 930
2024
Q3
$152K Buy
14,542
+7,507
+107% +$78.4K 0.02% 888
2024
Q2
$75.6K Sell
7,035
-10,519
-60% -$113K 0.01% 1188
2024
Q1
$215K Buy
17,554
+4,782
+37% +$58.6K 0.04% 550
2023
Q4
$190K Buy
+12,772
New +$190K 0.04% 594
2022
Q3
Sell
-4,898
Closed -$101K 1953
2022
Q2
$101K Buy
4,898
+3,518
+255% +$72.5K 0.06% 497
2022
Q1
$32K Buy
1,380
+250
+22% +$5.8K 0.02% 1289
2021
Q4
$39K Sell
1,130
-427
-27% -$14.7K 0.02% 1222
2021
Q3
$70K Sell
1,557
-2,864
-65% -$129K 0.05% 619
2021
Q2
$258K Buy
+4,421
New +$258K 0.16% 121