Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.6K Hold
72,660
﹤0.01% 4943
2025
Q1
$52.4K Hold
72,660
﹤0.01% 4871
2024
Q4
$45.6K Sell
72,660
-2,252
-3% -$1.41K ﹤0.01% 4913
2024
Q3
$92.1K Hold
74,912
﹤0.01% 4632
2024
Q2
$61.1K Hold
74,912
﹤0.01% 4765
2024
Q1
$160K Sell
74,912
-10
-0% -$21 ﹤0.01% 4578
2023
Q4
$309K Buy
74,922
+4
+0% +$16 ﹤0.01% 4461
2023
Q3
$331K Sell
74,918
-96
-0.1% -$424 ﹤0.01% 4469
2023
Q2
$459K Sell
75,014
-12,273
-14% -$75.1K ﹤0.01% 4420
2023
Q1
$489K Sell
87,287
-8,143
-9% -$45.6K ﹤0.01% 4452
2022
Q4
$687K Buy
95,430
+613
+0.6% +$4.41K ﹤0.01% 4439
2022
Q3
$1.22M Sell
94,817
-1,196
-1% -$15.4K ﹤0.01% 4319
2022
Q2
$1.35M Sell
96,013
-218,586
-69% -$3.06M ﹤0.01% 4324
2022
Q1
$6.23M Sell
314,599
-4,479
-1% -$88.7K ﹤0.01% 3758
2021
Q4
$11.8M Buy
319,078
+5,510
+2% +$203K ﹤0.01% 3516
2021
Q3
$40.2M Buy
313,568
+3,857
+1% +$494K ﹤0.01% 2773
2021
Q2
$29.7M Buy
309,711
+19,443
+7% +$1.87M ﹤0.01% 3011
2021
Q1
$19.3M Buy
290,268
+167,053
+136% +$11.1M ﹤0.01% 3150
2020
Q4
$3.92M Buy
123,215
+5,304
+4% +$169K ﹤0.01% 3729
2020
Q3
$3.15M Buy
117,911
+2,461
+2% +$65.7K ﹤0.01% 3668
2020
Q2
$3.65M Buy
115,450
+111,021
+2,507% +$3.51M ﹤0.01% 3568
2020
Q1
$131K Buy
4,429
+160
+4% +$4.73K ﹤0.01% 4233
2019
Q4
$76K Buy
4,269
+968
+29% +$17.2K ﹤0.01% 4420
2019
Q3
$48K Sell
3,301
-188
-5% -$2.73K ﹤0.01% 4490
2019
Q2
$59K Buy
+3,489
New +$59K ﹤0.01% 4506
2018
Q2
Sell
-50
Closed -$1K 4997
2018
Q1
$1K Hold
50
﹤0.01% 4819
2017
Q4
$2K Hold
50
﹤0.01% 4757
2017
Q3
$4K Buy
+50
New +$4K ﹤0.01% 4697