Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
60,397
+309
+0.5% +$9.26K 0.04% 159
2025
Q1
$1.32M Sell
60,088
-2,118
-3% -$46.4K 0.03% 169
2024
Q4
$1.37M Buy
62,206
+71
+0.1% +$1.56K 0.04% 163
2024
Q3
$1.53M Buy
+62,135
New +$1.53M 0.04% 152
2024
Q2
Sell
-61,729
Closed -$1.1M 159
2024
Q1
$1.1M Buy
+61,729
New +$1.1M 0.03% 172
2023
Q4
Sell
-61,483
Closed -$1.05M 145
2023
Q3
$1.05M Hold
61,483
0.04% 172
2023
Q2
$1.07M Hold
61,483
0.04% 157
2023
Q1
$984K Hold
61,483
0.04% 162
2022
Q4
$904K Buy
61,483
+8,847
+17% +$130K 0.03% 172
2022
Q3
$877K Hold
52,636
0.04% 163
2022
Q2
$671K Sell
52,636
-215
-0.4% -$2.74K 0.02% 196
2022
Q1
$934K Buy
52,851
+13,512
+34% +$239K 0.03% 183
2021
Q4
$1.16M Buy
39,339
+18,698
+91% +$549K 0.04% 167
2021
Q3
$574K Buy
+20,641
New +$574K 0.02% 218