Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
16,497
+2,304
+16% +$215K 0.07% 177
2025
Q1
$1.03M Sell
14,193
-584
-4% -$42.6K 0.07% 181
2024
Q4
$891K Buy
14,777
+4,969
+51% +$300K 0.06% 191
2024
Q3
$737K Buy
9,808
+4,699
+92% +$353K 0.07% 148
2024
Q2
$371K Buy
5,109
+5,038
+7,096% +$366K 0.04% 235
2024
Q1
$5.47K Hold
71
﹤0.01% 884
2023
Q4
$4.37K Sell
71
-200
-74% -$12.3K ﹤0.01% 908
2023
Q3
$12.5K Hold
271
﹤0.01% 671
2023
Q2
$11.7K Hold
271
﹤0.01% 674
2023
Q1
$8.59K Hold
271
﹤0.01% 719
2022
Q4
$6.7K Hold
271
﹤0.01% 719
2022
Q3
$7K Buy
271
+200
+282% +$5.17K ﹤0.01% 725
2022
Q2
$1K Sell
71
-100
-58% -$1.41K ﹤0.01% 1129
2022
Q1
$6K Hold
171
﹤0.01% 750
2021
Q4
$7K Hold
171
﹤0.01% 721
2021
Q3
$8K Hold
171
﹤0.01% 695
2021
Q2
$9K Buy
+171
New +$9K ﹤0.01% 682
2020
Q4
$9K Sell
171
-200
-54% -$10.5K ﹤0.01% 587
2020
Q3
$14K Buy
371
+200
+117% +$7.55K ﹤0.01% 512
2020
Q2
$5K Buy
171
+49
+40% +$1.43K ﹤0.01% 600
2020
Q1
$3K Buy
+122
New +$3K ﹤0.01% 614