Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Hold
1,520
0.07% 51
2025
Q1
$223K Hold
1,520
0.07% 51
2024
Q4
$196K Buy
1,520
+479
+46% +$61.8K 0.07% 53
2024
Q3
$142K Buy
1,041
+479
+85% +$65.5K 0.05% 60
2024
Q2
$57.4K Sell
562
-169
-23% -$17.3K 0.02% 92
2024
Q1
$64.9K Buy
731
+610
+504% +$54.1K 0.03% 75
2023
Q4
$11.1K Sell
121
-42
-26% -$3.84K ﹤0.01% 177
2023
Q3
$12.7K Sell
163
-185
-53% -$14.5K 0.01% 156
2023
Q2
$29.1K Sell
348
-53
-13% -$4.44K 0.01% 91
2023
Q1
$35.3K Buy
401
+60
+18% +$5.28K 0.02% 83
2022
Q4
$34K Buy
341
+41
+14% +$4.09K 0.02% 86
2022
Q3
$28K Sell
300
-68
-18% -$6.35K 0.04% 54
2022
Q2
$40K Buy
368
+24
+7% +$2.61K 0.02% 74
2022
Q1
$43K Buy
344
+191
+125% +$23.9K 0.02% 77
2021
Q4
$23K Buy
153
+68
+80% +$10.2K 0.01% 94
2021
Q3
$12K Hold
85
0.01% 105
2021
Q2
$14K Hold
85
0.01% 106
2021
Q1
$14K Hold
85
0.01% 97
2020
Q4
$12K Buy
+85
New +$12K 0.01% 100