Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.07M Buy
13,565
+6,119
+82% +$1.39M 0.16% 136
2025
Q1
$1.24M Buy
7,446
+308
+4% +$51.1K 0.07% 269
2024
Q4
$1.41M Buy
7,138
+361
+5% +$71.3K 0.07% 279
2024
Q3
$1.18M Sell
6,777
-2,490
-27% -$432K 0.05% 324
2024
Q2
$1.61M Sell
9,267
-774
-8% -$135K 0.08% 244
2024
Q1
$1.37M Buy
10,041
+4,439
+79% +$604K 0.08% 267
2023
Q4
$583K Sell
5,602
-197
-3% -$20.5K 0.03% 437
2023
Q3
$504K Buy
5,799
+1,881
+48% +$163K 0.03% 426
2023
Q2
$395K Sell
3,918
-19
-0.5% -$1.92K 0.03% 461
2023
Q1
$366K Sell
3,937
-663
-14% -$61.7K 0.03% 461
2022
Q4
$343K Buy
+4,600
New +$343K 0.03% 449
2022
Q2
Sell
-2,973
Closed -$310K 556
2022
Q1
$310K Buy
2,973
+387
+15% +$40.4K 0.03% 446
2021
Q4
$311K Buy
2,586
+675
+35% +$81.2K 0.02% 457
2021
Q3
$213K Sell
1,911
-1,616
-46% -$180K 0.02% 482
2021
Q2
$424K Buy
3,527
+1,764
+100% +$212K 0.04% 379
2021
Q1
$209K Buy
+1,763
New +$209K 0.02% 459