Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Hold
1,958
0.06% 221
2025
Q1
$620K Buy
1,958
+1,675
+592% +$530K 0.06% 228
2024
Q4
$95.5K Hold
283
0.01% 464
2024
Q3
$90.2K Hold
283
0.01% 480
2024
Q2
$91K Hold
283
0.01% 457
2024
Q1
$98.2K Hold
283
0.01% 451
2023
Q4
$103K Hold
283
0.01% 415
2023
Q3
$84.2K Sell
283
-579
-67% -$172K 0.01% 434
2023
Q2
$285K Buy
862
+9
+1% +$2.97K 0.04% 291
2023
Q1
$284K Hold
853
0.04% 291
2022
Q4
$206K Hold
853
0.03% 338
2022
Q3
$189K Buy
853
+33
+4% +$7.31K 0.03% 338
2022
Q2
$196K Sell
820
-23
-3% -$5.5K 0.03% 339
2022
Q1
$268K Buy
843
+23
+3% +$7.31K 0.04% 310
2021
Q4
$329K Hold
820
0.04% 282
2021
Q3
$279K Hold
820
0.04% 298
2021
Q2
$285K Hold
820
0.04% 297
2021
Q1
$278K Hold
820
0.04% 283
2020
Q4
$298K Buy
820
+170
+26% +$61.8K 0.05% 248
2020
Q3
$213K Buy
650
+190
+41% +$62.3K 0.04% 266
2020
Q2
$134K Hold
460
0.03% 306
2020
Q1
$107K Buy
460
+210
+84% +$48.8K 0.03% 303
2019
Q4
$64K Buy
+250
New +$64K 0.01% 376