Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$508K Buy
116,814
+55,609
+91% +$242K 0.02% 1091
2025
Q1
$409K Buy
61,205
+45,758
+296% +$306K 0.02% 1174
2024
Q4
$145K Buy
+15,447
New +$145K 0.01% 1666
2024
Q3
Sell
-76,983
Closed -$349K 2208
2024
Q2
$349K Buy
76,983
+55,484
+258% +$251K 0.03% 866
2024
Q1
$130K Buy
+21,499
New +$130K 0.02% 1300
2023
Q4
Sell
-10,425
Closed -$77.1K 1723
2023
Q3
$77.1K Sell
10,425
-45,894
-81% -$340K 0.01% 1217
2023
Q2
$453K Buy
56,319
+13,431
+31% +$108K 0.08% 433
2023
Q1
$401K Sell
42,888
-107,335
-71% -$1M 0.08% 435
2022
Q4
$727K Buy
150,223
+34,699
+30% +$168K 0.15% 162
2022
Q3
$452K Buy
+115,524
New +$452K 0.11% 284
2021
Q4
Sell
-10,361
Closed -$420K 764
2021
Q3
$420K Buy
+10,361
New +$420K 0.14% 242