Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.3K Buy
77
+8
+12% +$1.49K ﹤0.01% 73
2025
Q1
$14.5K Buy
69
+19
+38% +$3.98K ﹤0.01% 69
2024
Q4
$8.88K Sell
50
-2
-4% -$355 ﹤0.01% 74
2024
Q3
$10.2K Sell
52
-2
-4% -$391 ﹤0.01% 67
2024
Q2
$9.18K Sell
54
-7
-11% -$1.19K ﹤0.01% 66
2024
Q1
$11K Sell
61
-452
-88% -$81.6K ﹤0.01% 63
2023
Q4
$79.4K Sell
513
-127,663
-100% -$19.8M ﹤0.01% 51
2023
Q3
$19.1M Buy
128,176
+29,506
+30% +$4.4M 0.57% 34
2023
Q2
$13.3M Buy
+98,670
New +$13.3M 0.39% 37
2023
Q1
Sell
-113,179
Closed -$18.3M 35
2022
Q4
$18.3M Buy
113,179
+2,338
+2% +$378K 0.6% 36
2022
Q3
$14.9M Sell
110,841
-11,043
-9% -$1.48M 0.5% 36
2022
Q2
$18.7M Buy
+121,884
New +$18.7M 0.59% 34
2022
Q1
Sell
-13
Closed -$1.76K 75
2021
Q4
$1.76K Buy
+13
New +$1.76K ﹤0.01% 83
2021
Q3
Hold
0
-$1.58M 87
2021
Q2
Hold
0
76