Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
2,736
-75
-3% -$29.7K 0.17% 91
2025
Q1
$1.05M Buy
2,811
+517
+23% +$192K 0.07% 97
2024
Q4
$826K Sell
2,294
-109
-5% -$39.2K 0.05% 128
2024
Q3
$868K Sell
2,403
-134
-5% -$48.4K 0.05% 126
2024
Q2
$863K Buy
2,537
+146
+6% +$49.7K 0.05% 113
2024
Q1
$856K Buy
2,391
+41
+2% +$14.7K 0.05% 118
2023
Q4
$704K Buy
2,350
+10
+0.4% +$3K 0.05% 124
2023
Q3
$639K Buy
2,340
+18
+0.8% +$4.92K 0.05% 115
2023
Q2
$708K Buy
2,322
+216
+10% +$65.9K 0.05% 95
2023
Q1
$601K Buy
2,106
+815
+63% +$233K 0.05% 104
2022
Q4
$316K Sell
1,291
-55
-4% -$13.4K 0.03% 217
2022
Q3
$273K Buy
1,346
+1,345
+134,500% +$273K 0.03% 208
2022
Q2
$0 Buy
+1
New ﹤0.01% 1687
2021
Q3
Sell
-30
Closed -$8K 1581
2021
Q2
$8K Buy
+30
New +$8K ﹤0.01% 813
2020
Q4
Sell
-39
Closed -$8K 1353
2020
Q3
$8K Buy
39
+34
+680% +$6.97K ﹤0.01% 694
2020
Q2
$1K Sell
5
-25
-83% -$5K ﹤0.01% 1056
2020
Q1
$5K Buy
30
+27
+900% +$4.5K ﹤0.01% 652
2019
Q4
$1K Hold
3
﹤0.01% 872
2019
Q3
$1K Buy
+3
New +$1K ﹤0.01% 463