Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Sell
4,687
-1,344
-22% -$29.8K ﹤0.01% 917
2025
Q1
$138K Buy
6,031
+5,942
+6,676% +$136K 0.01% 619
2024
Q4
$2.06K Sell
89
-99
-53% -$2.29K ﹤0.01% 2007
2024
Q3
$6.55K Sell
188
-63
-25% -$2.2K ﹤0.01% 1595
2024
Q2
$8.11K Sell
251
-182
-42% -$5.88K ﹤0.01% 1373
2024
Q1
$14.7K Sell
433
-193
-31% -$6.56K ﹤0.01% 713
2023
Q4
$24.6K Buy
626
+221
+55% +$8.7K ﹤0.01% 616
2023
Q3
$15.5K Buy
405
+3
+0.7% +$115 ﹤0.01% 634
2023
Q2
$18.3K Sell
402
-9
-2% -$410 ﹤0.01% 598
2023
Q1
$18.4K Buy
411
+1
+0.2% +$45 ﹤0.01% 598
2022
Q4
$18K Buy
410
+4
+1% +$176 ﹤0.01% 573
2022
Q3
$17K Buy
406
+146
+56% +$6.11K ﹤0.01% 586
2022
Q2
$13K Buy
260
+3
+1% +$150 ﹤0.01% 611
2022
Q1
$14K Buy
257
+3
+1% +$163 ﹤0.01% 613
2021
Q4
$13K Buy
254
+2
+0.8% +$102 ﹤0.01% 618
2021
Q3
$13K Buy
252
+3
+1% +$155 ﹤0.01% 602
2021
Q2
$12K Buy
+249
New +$12K ﹤0.01% 633
2020
Q4
$7K Buy
172
+2
+1% +$81 ﹤0.01% 601
2020
Q3
$7K Buy
170
+2
+1% +$82 ﹤0.01% 573
2020
Q2
$7K Buy
168
+1
+0.6% +$42 ﹤0.01% 569
2020
Q1
$7K Buy
167
+2
+1% +$84 ﹤0.01% 544
2019
Q4
$8K Sell
165
-135
-45% -$6.55K ﹤0.01% 482
2019
Q3
$15K Buy
+300
New +$15K ﹤0.01% 431