Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.59M Buy
56,274
+3
+0% +$245 0.16% 143
2025
Q1
$5.58M Buy
56,271
+428
+0.8% +$42.5K 0.21% 113
2024
Q4
$5.61M Sell
55,843
-740
-1% -$74.3K 0.22% 107
2024
Q3
$5.16M Buy
56,583
+552
+1% +$50.3K 0.23% 120
2024
Q2
$4.57M Sell
56,031
-2,051
-4% -$167K 0.21% 115
2024
Q1
$4.66M Buy
58,082
+51
+0.1% +$4.09K 0.22% 111
2023
Q4
$4.07M Sell
58,031
-2,233
-4% -$157K 0.22% 124
2023
Q3
$3.82M Buy
60,264
+42,585
+241% +$2.7M 0.21% 121
2023
Q2
$1.09M Sell
17,679
-437
-2% -$27K 0.06% 262
2023
Q1
$1.18M Buy
+18,116
New +$1.18M 0.06% 262
2022
Q3
Sell
-1,441
Closed -$80K 933
2022
Q2
$80K Buy
+1,441
New +$80K 0.01% 586
2021
Q4
Sell
-1,349
Closed -$78K 743
2021
Q3
$78K Buy
1,349
+109
+9% +$6.3K 0.01% 493
2021
Q2
$69K Buy
1,240
+455
+58% +$25.3K 0.01% 502
2021
Q1
$40K Buy
785
+157
+25% +$8K ﹤0.01% 537
2020
Q4
$24K Buy
628
+410
+188% +$15.7K ﹤0.01% 580
2020
Q3
$6K Sell
218
-98
-31% -$2.7K ﹤0.01% 731
2020
Q2
$10K Buy
316
+189
+149% +$5.98K ﹤0.01% 563
2020
Q1
$3K Sell
127
-15
-11% -$354 ﹤0.01% 625
2019
Q4
$11K Hold
142
﹤0.01% 424
2019
Q3
$10K Sell
142
-59
-29% -$4.16K ﹤0.01% 462
2019
Q2
$14K Buy
201
+104
+107% +$7.24K ﹤0.01% 438
2019
Q1
$7K Buy
+97
New +$7K ﹤0.01% 497