Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
254,617
+17,227
+7% +$86.7K ﹤0.01% 3207
2025
Q1
$1.08M Buy
237,390
+12,235
+5% +$55.4K ﹤0.01% 3221
2024
Q4
$1.06M Buy
225,155
+205,274
+1,033% +$969K ﹤0.01% 3236
2024
Q3
$75.5K Sell
19,881
-10,766
-35% -$40.9K ﹤0.01% 4777
2024
Q2
$109K Buy
30,647
+3,891
+15% +$13.8K ﹤0.01% 4526
2024
Q1
$84K Buy
26,756
+20,146
+305% +$63.3K ﹤0.01% 4615
2023
Q4
$22.3K Sell
6,610
-6,867
-51% -$23.1K ﹤0.01% 5172
2023
Q3
$47.7K Sell
13,477
-1,433
-10% -$5.07K ﹤0.01% 4855
2023
Q2
$51.1K Sell
14,910
-53,294
-78% -$183K ﹤0.01% 5139
2023
Q1
$205K Sell
68,204
-7,512
-10% -$22.6K ﹤0.01% 4147
2022
Q4
$244K Sell
75,716
-27,618
-27% -$88.9K ﹤0.01% 3821
2022
Q3
$272K Buy
103,334
+28,909
+39% +$76.1K ﹤0.01% 3807
2022
Q2
$188K Buy
74,425
+8,986
+14% +$22.7K ﹤0.01% 4070
2022
Q1
$229K Buy
65,439
+12,767
+24% +$44.7K ﹤0.01% 4606
2021
Q4
$376K Buy
+52,672
New +$376K ﹤0.01% 4560