Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
1,702
-103
-6% -$81.1K 0.64% 38
2025
Q1
$1.11M Buy
1,805
+59
+3% +$36.2K 0.56% 46
2024
Q4
$1.1M Sell
1,746
-29
-2% -$18.2K 0.51% 48
2024
Q3
$1.1M Sell
1,775
-46
-3% -$28.6K 0.51% 54
2024
Q2
$1.2M Sell
1,821
-69
-4% -$45.3K 0.58% 44
2024
Q1
$1.23M Buy
1,890
+102
+6% +$66.3K 0.6% 51
2023
Q4
$1.12M Buy
1,788
+91
+5% +$56.9K 0.6% 53
2023
Q3
$867K Buy
1,697
+65
+4% +$33.2K 0.51% 58
2023
Q2
$748K Buy
1,632
+45
+3% +$20.6K 0.44% 63
2023
Q1
$708K Buy
1,587
+59
+4% +$26.3K 0.43% 64
2022
Q4
$595K Buy
1,528
+91
+6% +$35.4K 0.37% 71
2022
Q3
$556K Buy
1,437
+101
+8% +$39.1K 0.38% 71
2022
Q2
$515K Buy
1,336
+50
+4% +$19.3K 0.33% 75
2022
Q1
$618K Buy
1,286
+71
+6% +$34.1K 0.35% 75
2021
Q4
$781K Buy
1,215
+66
+6% +$42.4K 0.43% 70
2021
Q3
$621K Buy
1,149
+37
+3% +$20K 0.37% 79
2021
Q2
$546K Buy
1,112
+29
+3% +$14.2K 0.34% 85
2021
Q1
$415K Buy
1,083
+212
+24% +$81.2K 0.29% 82
2020
Q4
$330K Buy
871
+58
+7% +$22K 0.25% 93
2020
Q3
$266K Sell
813
-206
-20% -$67.4K 0.22% 95
2020
Q2
$302K Buy
1,019
+115
+13% +$34.1K 0.27% 95
2020
Q1
$208K Buy
904
+202
+29% +$46.5K 0.22% 111
2019
Q4
$184K Buy
702
+201
+40% +$52.7K 0.16% 146
2019
Q3
$133K Buy
501
+384
+328% +$102K 0.12% 162
2019
Q2
$31K Buy
117
+103
+736% +$27.3K 0.03% 265
2019
Q1
$4K Hold
14
﹤0.01% 339
2018
Q4
$3K Hold
14
﹤0.01% 312
2018
Q3
$3K Hold
14
﹤0.01% 277
2018
Q2
$3K Buy
+14
New +$3K ﹤0.01% 276