Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
8,803
-172
-2% -$26.2K 0.03% 358
2025
Q1
$1.32M Buy
8,975
+4,037
+82% +$593K 0.04% 322
2024
Q4
$637K Buy
4,938
+1,255
+34% +$162K 0.02% 404
2024
Q3
$504K Sell
3,683
-479
-12% -$65.5K 0.02% 371
2024
Q2
$425K Buy
4,162
+1,167
+39% +$119K 0.02% 356
2024
Q1
$266K Buy
+2,995
New +$266K 0.02% 334
2022
Q4
Sell
-3,916
Closed -$362K 262
2022
Q3
$362K Buy
3,916
+712
+22% +$65.8K 0.03% 197
2022
Q2
$347K Buy
3,204
+542
+20% +$58.6K 0.03% 184
2022
Q1
$331K Sell
2,662
-76
-3% -$9.46K 0.03% 210
2021
Q4
$407K Buy
2,738
+67
+3% +$9.95K 0.03% 184
2021
Q3
$392K Buy
+2,671
New +$392K 0.03% 166