Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Buy
124,522
+113,023
+983% +$159K 0.01% 1749
2025
Q1
$18.3K Sell
11,499
-209,345
-95% -$333K ﹤0.01% 2158
2024
Q4
$782K Buy
220,844
+209,929
+1,923% +$743K 0.06% 431
2024
Q3
$49.6K Sell
10,915
-24,506
-69% -$111K ﹤0.01% 1689
2024
Q2
$150K Sell
35,421
-25,015
-41% -$106K 0.01% 1325
2024
Q1
$199K Sell
60,436
-193,360
-76% -$638K 0.03% 1181
2023
Q4
$536K Buy
253,796
+197,952
+354% +$418K 0.12% 212
2023
Q3
$118K Buy
+55,844
New +$118K 0.02% 1161
2023
Q2
Sell
-52,016
Closed -$113K 1551
2023
Q1
$113K Sell
52,016
-11,419
-18% -$24.8K 0.02% 1078
2022
Q4
$154K Buy
63,435
+26,615
+72% +$64.4K 0.03% 916
2022
Q3
$86K Buy
36,820
+1,187
+3% +$2.77K 0.02% 969
2022
Q2
$55K Sell
35,633
-19,824
-36% -$30.6K 0.02% 735
2022
Q1
$75K Buy
+55,457
New +$75K 0.03% 550