Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Buy
18,071
+220
+1% +$2.39K 0.02% 70
2025
Q1
$179K Buy
17,851
+470
+3% +$4.71K 0.03% 67
2024
Q4
$172K Buy
17,381
+195
+1% +$1.93K 0.03% 69
2024
Q3
$181K Buy
17,186
+193
+1% +$2.04K 0.03% 68
2024
Q2
$213K Buy
16,993
+178
+1% +$2.23K 0.04% 67
2024
Q1
$223K Buy
16,815
+366
+2% +$4.86K 0.05% 70
2023
Q4
$201K Buy
16,449
+200
+1% +$2.44K 0.05% 70
2023
Q3
$202K Buy
16,249
+165
+1% +$2.05K 0.05% 72
2023
Q2
$243K Buy
16,084
+166
+1% +$2.51K 0.06% 67
2023
Q1
$201K Buy
15,918
+822
+5% +$10.4K 0.06% 69
2022
Q4
$176K Buy
15,096
+136
+0.9% +$1.58K 0.06% 73
2022
Q3
$168K Buy
14,960
+119
+0.8% +$1.34K 0.06% 71
2022
Q2
$165K Buy
14,841
+89
+0.6% +$989 0.06% 74
2022
Q1
$249K Buy
14,752
+4,229
+40% +$71.4K 0.07% 64
2021
Q4
$219K Buy
10,523
+582
+6% +$12.1K 0.07% 70
2021
Q3
$141K Buy
9,941
+3,075
+45% +$43.6K 0.05% 83
2021
Q2
$102K Hold
6,866
0.04% 84
2021
Q1
$84K Buy
6,866
+4,235
+161% +$51.8K 0.03% 83
2020
Q4
$23K Hold
2,631
0.01% 123
2020
Q3
$18K Hold
2,631
0.01% 123
2020
Q2
$16K Sell
2,631
-1
-0% -$6 0.01% 125
2020
Q1
$13K Sell
2,632
-15,826
-86% -$78.2K 0.01% 130
2019
Q4
$172K Buy
+18,458
New +$172K 0.1% 62