Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.31M Buy
91,026
+90,899
+71,574% +$7.3M 0.12% 143
2025
Q1
$10.3K Buy
127
+14
+12% +$1.13K ﹤0.01% 667
2024
Q4
$8.21K Buy
113
+2
+2% +$145 ﹤0.01% 675
2024
Q3
$6.56K Buy
111
+75
+208% +$4.43K ﹤0.01% 657
2024
Q2
$1.83K Hold
36
﹤0.01% 690
2024
Q1
$1.92K Buy
+36
New +$1.92K ﹤0.01% 673
2023
Q4
Sell
-13
Closed -$635 855
2023
Q3
$635 Hold
13
﹤0.01% 692
2023
Q2
$615 Hold
13
﹤0.01% 674
2023
Q1
$510 Buy
+13
New +$510 ﹤0.01% 685
2022
Q2
Sell
-7,083
Closed -$221K 545
2022
Q1
$221K Buy
+7,083
New +$221K 0.01% 494
2021
Q1
Sell
-18,607
Closed -$427K 443
2020
Q4
$427K Buy
+18,607
New +$427K 0.49% 62
2020
Q1
Sell
-8,653
Closed -$252K 483
2019
Q4
$252K Hold
8,653
0.01% 464
2019
Q3
$257K Sell
8,653
-3,001
-26% -$89.1K 0.01% 299
2019
Q2
$391K Buy
11,654
+2,699
+30% +$90.6K 0.01% 297
2019
Q1
$303K Buy
+8,955
New +$303K 0.01% 252