Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.77M Buy
78,734
+77,788
+8,223% +$7.67M 0.33% 69
2025
Q1
$98.7K Sell
946
-13
-1% -$1.36K ﹤0.01% 312
2024
Q4
$130K Buy
959
+267
+39% +$36.1K 0.01% 266
2024
Q3
$108K Buy
692
+4
+0.6% +$623 0.01% 301
2024
Q2
$102K Buy
688
+77
+13% +$11.4K 0.01% 295
2024
Q1
$108K Buy
611
+3
+0.5% +$531 0.01% 272
2023
Q4
$86.5K Buy
608
+2
+0.3% +$285 ﹤0.01% 289
2023
Q3
$67K Sell
606
-49
-7% -$5.42K ﹤0.01% 297
2023
Q2
$86.4K Sell
655
-101
-13% -$13.3K 0.01% 255
2023
Q1
$125K Buy
756
+61
+9% +$10.1K 0.01% 209
2022
Q4
$104K Buy
695
+63
+10% +$9.4K 0.01% 227
2022
Q3
$94K Buy
632
+20
+3% +$2.98K 0.01% 229
2022
Q2
$87K Buy
612
+421
+220% +$59.8K 0.01% 225
2022
Q1
$41K Hold
191
﹤0.01% 294
2021
Q4
$44K Buy
191
+1
+0.5% +$230 ﹤0.01% 274
2021
Q3
$44K Sell
190
-9
-5% -$2.08K ﹤0.01% 259
2021
Q2
$48K Hold
199
0.01% 243
2021
Q1
$39K Buy
199
+11
+6% +$2.16K 0.01% 247
2020
Q4
$33K Buy
188
+1
+0.5% +$176 0.01% 226
2020
Q3
$29K Hold
187
0.01% 230
2020
Q2
$22K Buy
187
+48
+35% +$5.65K 0.01% 235
2020
Q1
$13K Buy
139
+1
+0.7% +$94 ﹤0.01% 247
2019
Q4
$18K Hold
138
0.01% 235
2019
Q3
$15K Buy
138
+2
+1% +$217 0.01% 230
2019
Q2
$11K Buy
136
+1
+0.7% +$81 0.01% 236
2019
Q1
$10K Buy
135
+1
+0.7% +$74 ﹤0.01% 242
2018
Q4
$8K Buy
134
+1
+0.8% +$60 ﹤0.01% 256
2018
Q3
$12K Buy
133
+1
+0.8% +$90 0.01% 222
2018
Q2
$10K Hold
132
0.01% 240
2018
Q1
$10K Buy
132
+2
+2% +$152 0.01% 235
2017
Q4
$9K Buy
+130
New +$9K 0.01% 240