Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
8,907
+242
+3% +$54.8K 0.38% 45
2025
Q1
$1.44M Buy
8,665
+113
+1% +$18.8K 0.32% 54
2024
Q4
$1.69M Buy
8,552
+1,160
+16% +$229K 0.37% 44
2024
Q3
$1.28M Buy
7,392
+7,079
+2,262% +$1.23M 0.31% 53
2024
Q2
$54.4K Sell
313
-121
-28% -$21K 0.01% 231
2024
Q1
$59K Hold
434
0.02% 228
2023
Q4
$45.1K Hold
434
0.01% 243
2023
Q3
$37.7K Buy
434
+36
+9% +$3.13K 0.01% 241
2023
Q2
$40.2K Buy
+398
New +$40.2K 0.01% 220
2023
Q1
Sell
-466
Closed -$35K 396
2022
Q4
$35K Buy
+466
New +$35K 0.01% 248
2022
Q1
Sell
-116
Closed -$14K 201
2021
Q4
$14K Hold
116
0.01% 155
2021
Q3
$13K Hold
116
0.01% 161
2021
Q2
$14K Buy
+116
New +$14K 0.01% 142
2021
Q1
Sell
-55
Closed -$6K 165
2020
Q4
$6K Hold
55
﹤0.01% 165
2020
Q3
$4K Sell
55
-21
-28% -$1.53K ﹤0.01% 144
2020
Q2
$4K Hold
76
﹤0.01% 145
2020
Q1
$4K Hold
76
﹤0.01% 162
2019
Q4
$4K Hold
76
﹤0.01% 167
2019
Q3
$4K Hold
76
﹤0.01% 179
2019
Q2
$3K Buy
+76
New +$3K ﹤0.01% 176