Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
7,992
-540
-6% -$22.6K ﹤0.01% 602
2025
Q1
$360K Buy
8,532
+518
+6% +$21.9K ﹤0.01% 588
2024
Q4
$390K Buy
8,014
+7,581
+1,751% +$369K ﹤0.01% 555
2024
Q3
$29K Sell
433
-337
-44% -$22.6K ﹤0.01% 1048
2024
Q2
$44K Buy
770
+523
+212% +$29.9K ﹤0.01% 992
2024
Q1
$16K Buy
247
+56
+29% +$3.63K ﹤0.01% 1133
2023
Q4
$12K Sell
191
-1,448
-88% -$91K ﹤0.01% 1131
2023
Q3
$110K Buy
1,639
+46
+3% +$3.09K ﹤0.01% 810
2023
Q2
$166K Buy
1,593
+31
+2% +$3.23K ﹤0.01% 674
2023
Q1
$191K Buy
1,562
+290
+23% +$35.5K ﹤0.01% 593
2022
Q4
$159K Sell
1,272
-1,185
-48% -$148K ﹤0.01% 646
2022
Q3
$260K Sell
2,457
-61
-2% -$6.46K ﹤0.01% 531
2022
Q2
$269K Sell
2,518
-1,286
-34% -$137K ﹤0.01% 549
2022
Q1
$500K Sell
3,804
-689
-15% -$90.6K ﹤0.01% 537
2021
Q4
$494K Buy
4,493
+1,792
+66% +$197K ﹤0.01% 576
2021
Q3
$247K Sell
2,701
-40
-1% -$3.66K ﹤0.01% 702
2021
Q2
$297K Buy
2,741
+1,068
+64% +$116K ﹤0.01% 687
2021
Q1
$185K Sell
1,673
-665
-28% -$73.5K ﹤0.01% 678
2020
Q4
$269K Buy
2,338
+774
+49% +$89.1K ﹤0.01% 619
2020
Q3
$166K Buy
+1,564
New +$166K ﹤0.01% 599