Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$900K Buy
9,647
+2,404
+33% +$224K 0.02% 267
2025
Q1
$528K Buy
7,243
+1,500
+26% +$109K 0.01% 328
2024
Q4
$346K Sell
5,743
-547
-9% -$33K 0.01% 404
2024
Q3
$473K Buy
6,290
+649
+12% +$48.8K 0.01% 355
2024
Q2
$410K Buy
5,641
+1,975
+54% +$144K 0.01% 365
2024
Q1
$282K Buy
3,666
+778
+27% +$59.9K 0.01% 439
2023
Q4
$178K Buy
2,888
+241
+9% +$14.8K 0.01% 509
2023
Q3
$122K Sell
2,647
-643
-20% -$29.6K ﹤0.01% 572
2023
Q2
$142K Sell
3,290
-279
-8% -$12K ﹤0.01% 546
2023
Q1
$113K Buy
3,569
+576
+19% +$18.3K ﹤0.01% 607
2022
Q4
$74K Buy
2,993
+645
+27% +$16K ﹤0.01% 706
2022
Q3
$61K Sell
2,348
-288
-11% -$7.48K ﹤0.01% 767
2022
Q2
$53K Buy
2,636
+2,313
+716% +$46.5K ﹤0.01% 914
2022
Q1
$12K Sell
323
-1,368
-81% -$50.8K ﹤0.01% 1063
2021
Q4
$70K Buy
1,691
+128
+8% +$5.3K ﹤0.01% 800
2021
Q3
$69K Buy
1,563
+171
+12% +$7.55K ﹤0.01% 791
2021
Q2
$68K Buy
1,392
+929
+201% +$45.4K ﹤0.01% 670
2021
Q1
$25K Buy
463
+435
+1,554% +$23.5K ﹤0.01% 1000
2020
Q4
$1K Buy
+28
New +$1K ﹤0.01% 1414
2020
Q1
Hold
0
1578
2019
Q4
Sell
-120
Closed -$3K 1596
2019
Q3
$3K Buy
120
+65
+118% +$1.63K ﹤0.01% 1350
2019
Q2
$2K Buy
+55
New +$2K ﹤0.01% 1408