Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Sell
17,041
-129
-0.8% -$3.86K 0.01% 844
2025
Q1
$580K Sell
17,170
-1,956
-10% -$66.1K 0.01% 739
2024
Q4
$565K Sell
19,126
-1,369
-7% -$40.5K 0.01% 783
2024
Q3
$643K Buy
20,495
+19,484
+1,927% +$612K 0.01% 720
2024
Q2
$36K Buy
1,011
+157
+18% +$5.59K 0.01% 530
2024
Q1
$32K Sell
854
-345
-29% -$12.9K 0.01% 527
2023
Q4
$42K Buy
1,199
+350
+41% +$12.3K 0.01% 481
2023
Q3
$33K Sell
849
-200
-19% -$7.77K 0.01% 490
2023
Q2
$37K Sell
1,049
-219
-17% -$7.72K 0.01% 484
2023
Q1
$48K Hold
1,268
0.01% 466
2022
Q4
$44K Buy
1,268
+1
+0.1% +$35 0.01% 425
2022
Q3
$36K Buy
1,267
+752
+146% +$21.4K 0.01% 442
2022
Q2
$15K Sell
515
-370
-42% -$10.8K ﹤0.01% 544
2022
Q1
$26K Buy
885
+148
+20% +$4.35K 0.01% 525
2021
Q4
$20K Buy
737
+337
+84% +$9.15K 0.01% 518
2021
Q3
$11K Hold
400
0.01% 444
2021
Q2
$11K Hold
400
0.01% 358
2021
Q1
$10K Hold
400
0.01% 325
2020
Q4
$8K Hold
400
0.01% 329
2020
Q3
$7K Hold
400
0.01% 323
2020
Q2
$9K Hold
400
0.01% 302
2020
Q1
$10K Sell
400
-1,031
-72% -$25.8K 0.01% 280
2019
Q4
$54K Buy
1,431
+781
+120% +$29.5K 0.11% 129
2019
Q3
$25K Sell
650
-11
-2% -$423 0.05% 150
2019
Q2
$27K Hold
661
0.07% 146
2019
Q1
$28K Buy
+661
New +$28K 0.13% 142