Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Buy
7,899
+345
+5% +$75.7K 0.25% 54
2025
Q1
$1.44M Buy
7,554
+623
+9% +$119K 0.23% 57
2024
Q4
$1.52M Buy
6,931
+785
+13% +$172K 0.24% 56
2024
Q3
$1.15M Sell
6,146
-124
-2% -$23.1K 0.18% 61
2024
Q2
$1.21M Buy
6,270
+449
+8% +$86.8K 0.2% 57
2024
Q1
$1.05M Sell
5,821
-92
-2% -$16.6K 0.18% 57
2023
Q4
$898K Buy
5,913
+246
+4% +$37.4K 0.16% 59
2023
Q3
$720K Buy
5,667
+373
+7% +$47.4K 0.14% 59
2023
Q2
$690K Sell
5,294
-160
-3% -$20.9K 0.12% 59
2023
Q1
$563K Buy
5,454
+1,760
+48% +$182K 0.1% 63
2022
Q4
$310K Sell
3,694
-79
-2% -$6.64K 0.06% 77
2022
Q3
$452K Sell
3,773
-1,553
-29% -$186K 0.1% 68
2022
Q2
$588K Buy
5,326
+546
+11% +$60.3K 0.13% 54
2022
Q1
$779K Sell
4,780
-20
-0.4% -$3.26K 0.17% 43
2021
Q4
$800K Sell
4,800
-1,000
-17% -$167K 0.19% 39
2021
Q3
$953K Buy
5,800
+920
+19% +$151K 0.23% 40
2021
Q2
$839K Buy
4,880
+3,020
+162% +$519K 0.21% 41
2021
Q1
$288K Hold
1,860
0.08% 61
2020
Q4
$303K Sell
1,860
-420
-18% -$68.4K 0.1% 55
2020
Q3
$359K Buy
2,280
+60
+3% +$9.45K 0.11% 52
2020
Q2
$306K Hold
2,220
0.1% 50
2020
Q1
$216K Hold
2,220
0.09% 60
2019
Q4
$205K Buy
+2,220
New +$205K 0.07% 76