Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
169,071
+14,200
+9% +$134K 0.01% 468
2025
Q1
$1.51M Buy
+154,871
New +$1.51M 0.01% 455
2024
Q2
Sell
-1,630
Closed -$15.2K 1913
2024
Q1
$15.2K Sell
1,630
-3,972
-71% -$36.9K ﹤0.01% 1281
2023
Q4
$55.3K Buy
5,602
+486
+9% +$4.8K ﹤0.01% 921
2023
Q3
$47.6K Sell
5,116
-48
-0.9% -$446 ﹤0.01% 931
2023
Q2
$53.1K Sell
5,164
-599
-10% -$6.16K ﹤0.01% 913
2023
Q1
$66.5K Sell
5,763
-385
-6% -$4.44K ﹤0.01% 844
2022
Q4
$74.8K Buy
6,148
+558
+10% +$6.79K ﹤0.01% 819
2022
Q3
$63.1K Sell
5,590
-1,247
-18% -$14.1K ﹤0.01% 862
2022
Q2
$85K Sell
6,837
-335
-5% -$4.16K ﹤0.01% 832
2022
Q1
$83.6K Sell
7,172
-1,598
-18% -$18.6K ﹤0.01% 883
2021
Q4
$107K Buy
+8,770
New +$107K ﹤0.01% 870