Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
2,422
+820
+51% +$183K 0.01% 325
2025
Q1
$329K Buy
1,602
+381
+31% +$78.3K 0.01% 334
2024
Q4
$223K Buy
1,221
+43
+4% +$7.86K 0.01% 398
2024
Q3
$242K Buy
+1,178
New +$242K 0.01% 368
2023
Q3
Sell
-1,644
Closed -$204K 378
2023
Q2
$204K Buy
+1,644
New +$204K 0.01% 343
2022
Q4
Sell
-636
Closed -$62K 536
2022
Q3
$62K Buy
636
+4
+0.6% +$390 ﹤0.01% 483
2022
Q2
$59K Buy
632
+16
+3% +$1.49K ﹤0.01% 493
2022
Q1
$66K Buy
616
+24
+4% +$2.57K ﹤0.01% 484
2021
Q4
$66K Hold
592
﹤0.01% 499
2021
Q3
$56K Sell
592
-36
-6% -$3.41K ﹤0.01% 494
2021
Q2
$60K Buy
628
+36
+6% +$3.44K ﹤0.01% 505
2021
Q1
$51K Hold
592
﹤0.01% 450
2020
Q4
$52K Hold
592
﹤0.01% 373
2020
Q3
$49K Hold
592
﹤0.01% 358
2020
Q2
$39K Hold
592
﹤0.01% 378
2020
Q1
$25.6K Sell
592
-76
-11% -$3.29K ﹤0.01% 403
2019
Q4
$44.9K Hold
668
0.01% 435
2019
Q3
$44.8K Buy
+668
New +$44.8K 0.01% 491