Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
4,031
+122
+3% +$9.96K 0.01% 188
2025
Q1
$388K Sell
3,909
-138
-3% -$13.7K 0.02% 172
2024
Q4
$406K Sell
4,047
-90
-2% -$9.04K 0.02% 168
2024
Q3
$377K Sell
4,137
-14
-0.3% -$1.28K 0.02% 173
2024
Q2
$339K Buy
4,151
+35
+0.9% +$2.85K 0.02% 173
2024
Q1
$330K Buy
4,116
+41
+1% +$3.29K 0.02% 167
2023
Q4
$286K Buy
4,075
+41
+1% +$2.88K 0.02% 182
2023
Q3
$256K Buy
4,034
+3,671
+1,011% +$233K 0.02% 181
2023
Q2
$22.4K Hold
363
﹤0.01% 444
2023
Q1
$23.1K Sell
363
-35
-9% -$2.22K ﹤0.01% 433
2022
Q4
$26.1K Buy
398
+35
+10% +$2.3K ﹤0.01% 388
2022
Q3
$19K Hold
363
﹤0.01% 441
2022
Q2
$20K Hold
363
﹤0.01% 418
2022
Q1
$26K Hold
363
﹤0.01% 349
2021
Q4
$21K Hold
363
﹤0.01% 369
2021
Q3
$21K Sell
363
-10
-3% -$579 ﹤0.01% 352
2021
Q2
$21K Buy
373
+363
+3,630% +$20.4K ﹤0.01% 342
2021
Q1
$1K Sell
10
-6
-38% -$600 ﹤0.01% 603
2020
Q4
$0 Hold
16
﹤0.01% 533
2020
Q3
$0 Hold
16
﹤0.01% 475
2020
Q2
$1K Sell
16
-112
-88% -$7K ﹤0.01% 428
2020
Q1
$3K Sell
128
-9,630
-99% -$226K ﹤0.01% 356
2019
Q4
$738K Buy
9,758
+392
+4% +$29.6K 0.24% 66
2019
Q3
$690K Buy
9,366
+401
+4% +$29.5K 0.34% 52
2019
Q2
$616K Buy
8,965
+225
+3% +$15.5K 0.37% 54
2019
Q1
$610K Buy
+8,740
New +$610K 0.29% 52