Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
6,627
+321
+5% +$82.8K 0.02% 301
2025
Q1
$1.41M Hold
6,306
0.02% 330
2024
Q4
$1.44M Buy
6,306
+150
+2% +$34.3K 0.02% 299
2024
Q3
$1.5M Hold
6,156
0.02% 301
2024
Q2
$1.18M Sell
6,156
-184
-3% -$35.2K 0.02% 312
2024
Q1
$1.26M Sell
6,340
-607
-9% -$120K 0.02% 309
2023
Q4
$1.2M Buy
6,947
+4,116
+145% +$708K 0.02% 307
2023
Q3
$419K Sell
2,831
-46
-2% -$6.8K 0.01% 469
2023
Q2
$629K Hold
2,877
0.01% 404
2023
Q1
$630K Hold
2,877
0.01% 399
2022
Q4
$599K Hold
2,877
0.01% 426
2022
Q3
$628K Hold
2,877
0.01% 405
2022
Q2
$603K Sell
2,877
-2
-0.1% -$419 0.01% 418
2022
Q1
$698K Hold
2,879
0.01% 415
2021
Q4
$750K Hold
2,879
0.01% 398
2021
Q3
$759K Sell
2,879
-175
-6% -$46.1K 0.01% 391
2021
Q2
$753K Hold
3,054
0.01% 384
2021
Q1
$593K Hold
3,054
0.01% 423
2020
Q4
$649K Hold
3,054
0.01% 386
2020
Q3
$524K Buy
3,054
+1,600
+110% +$275K 0.01% 389
2020
Q2
$279K Hold
1,454
0.01% 470
2020
Q1
$215K Buy
+1,454
New +$215K 0.01% 459