Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
5,433
+21
+0.4% +$6.08K 0.51% 55
2025
Q1
$1.63M Buy
5,412
+211
+4% +$63.7K 0.58% 52
2024
Q4
$1.44M Buy
5,201
+78
+2% +$21.6K 0.51% 54
2024
Q3
$1.48M Buy
5,123
+68
+1% +$19.6K 0.53% 55
2024
Q2
$1.29M Buy
5,055
+222
+5% +$56.6K 0.48% 57
2024
Q1
$1.25M Buy
4,833
+178
+4% +$46.1K 0.49% 60
2023
Q4
$1.05M Buy
4,655
+265
+6% +$59.9K 0.44% 62
2023
Q3
$914K Buy
4,390
+425
+11% +$88.5K 0.43% 62
2023
Q2
$763K Buy
3,965
+83
+2% +$16K 0.43% 64
2023
Q1
$754K Buy
3,882
+813
+26% +$158K 0.45% 64
2022
Q4
$677K Buy
3,069
+330
+12% +$72.8K 0.44% 68
2022
Q3
$498K Buy
2,739
+135
+5% +$24.5K 0.33% 80
2022
Q2
$512K Buy
2,604
+174
+7% +$34.2K 0.33% 82
2022
Q1
$520K Buy
2,430
+575
+31% +$123K 0.31% 84
2021
Q4
$359K Sell
1,855
-150
-7% -$29K 0.21% 98
2021
Q3
$348K Buy
2,005
+100
+5% +$17.4K 0.23% 94
2021
Q2
$303K Buy
1,905
+335
+21% +$53.3K 0.19% 102
2021
Q1
$248K Buy
1,570
+85
+6% +$13.4K 0.18% 103
2020
Q4
$229K Buy
1,485
+975
+191% +$150K 0.17% 96
2020
Q3
$59K Buy
+510
New +$59K 0.05% 135
2019
Q3
Sell
-300
Closed -$44K 201
2019
Q2
$44K Hold
300
0.04% 152
2019
Q1
$42K Buy
+300
New +$42K 0.04% 148
2018
Q3
$40K Hold
300
0.04% 164
2018
Q2
$42K Sell
300
-50
-14% -$7K 0.04% 163
2018
Q1
$48K Hold
350
0.05% 160
2017
Q4
$51K Buy
+350
New +$51K 0.05% 157