Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
147,130
+103,767
+239% +$841K 0.03% 854
2025
Q1
$307K Buy
43,363
+9,616
+28% +$68.2K 0.02% 895
2024
Q4
$315K Sell
33,747
-19,986
-37% -$187K 0.02% 920
2024
Q3
$702K Sell
53,733
-19,190
-26% -$251K 0.04% 610
2024
Q2
$1.11M Buy
72,923
+60,376
+481% +$920K 0.06% 450
2024
Q1
$164K Sell
12,547
-4,815
-28% -$62.9K 0.01% 1198
2023
Q4
$230K Buy
17,362
+5,348
+45% +$70.9K 0.02% 935
2023
Q3
$155K Buy
+12,014
New +$155K 0.02% 933
2023
Q1
Sell
-16,763
Closed -$172K 1416
2022
Q4
$172K Buy
+16,763
New +$172K 0.03% 853
2022
Q2
Sell
-12,364
Closed -$113K 1078
2022
Q1
$113K Buy
+12,364
New +$113K 0.03% 667