Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
5,845
+36
+0.6% +$11.4K 0.29% 68
2025
Q1
$1.51M Buy
5,809
+292
+5% +$75.7K 0.25% 76
2024
Q4
$2.23M Buy
5,517
+709
+15% +$286K 0.37% 58
2024
Q3
$1.26M Sell
4,808
-725
-13% -$190K 0.21% 86
2024
Q2
$1.09M Buy
5,533
+157
+3% +$31.1K 0.2% 86
2024
Q1
$945K Sell
5,376
-206
-4% -$36.2K 0.18% 97
2023
Q4
$1.39M Sell
5,582
-21
-0.4% -$5.22K 0.29% 70
2023
Q3
$1.4M Buy
5,603
+5
+0.1% +$1.25K 0.33% 67
2023
Q2
$1.47M Buy
5,598
+42
+0.8% +$11K 0.34% 65
2023
Q1
$1.15M Sell
5,556
-185
-3% -$38.4K 0.29% 73
2022
Q4
$707K Buy
5,741
+337
+6% +$41.5K 0.19% 100
2022
Q3
$1.43M Buy
5,404
+43
+0.8% +$11.4K 0.42% 52
2022
Q2
$1.2M Buy
5,361
+6
+0.1% +$1.35K 0.33% 65
2022
Q1
$1.92M Buy
5,355
+159
+3% +$57.1K 0.5% 50
2021
Q4
$1.83M Buy
5,196
+12
+0.2% +$4.23K 0.48% 51
2021
Q3
$1.34M Buy
5,184
+1,245
+32% +$322K 0.39% 62
2021
Q2
$892K Sell
3,939
-435
-10% -$98.6K 0.28% 81
2021
Q1
$974K Buy
4,374
+864
+25% +$192K 0.34% 67
2020
Q4
$826K Buy
3,510
+339
+11% +$79.7K 0.32% 63
2020
Q3
$453K Buy
3,171
+141
+5% +$20.2K 0.2% 99
2020
Q2
$218K Sell
3,030
-285
-9% -$20.5K 0.11% 143
2020
Q1
$116K Buy
3,315
+2,115
+176% +$73.9K 0.08% 174
2019
Q4
$33.5K Buy
+1,200
New +$33.5K 0.02% 375
2019
Q1
Sell
-315
Closed -$6.99K 756
2018
Q4
$6.99K Buy
315
+90
+40% +$2K 0.01% 509
2018
Q3
$3.97K Hold
225
﹤0.01% 585
2018
Q2
$5.14K Hold
225
﹤0.01% 539
2018
Q1
$3.99K Buy
+225
New +$3.99K ﹤0.01% 551
2017
Q4
Sell
-345
Closed -$7.85K 673
2017
Q3
$7.85K Sell
345
-300
-47% -$6.82K 0.01% 469
2017
Q2
$15.5K Buy
645
+345
+115% +$8.32K 0.01% 335
2017
Q1
$5.56K Hold
300
﹤0.01% 447
2016
Q4
$4.27K Buy
+300
New +$4.27K ﹤0.01% 454