Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.17M Sell
32,734
-30
-0.1% -$4.74K 1.04% 25
2025
Q1
$3.55M Buy
32,764
+1,285
+4% +$139K 0.77% 28
2024
Q4
$4.23M Buy
31,479
+169
+0.5% +$22.7K 0.96% 25
2024
Q3
$3.8M Buy
31,310
+400
+1% +$48.6K 0.84% 27
2024
Q2
$3.82M Buy
30,910
+1,380
+5% +$170K 0.92% 27
2024
Q1
$2.67M Buy
29,530
+3,990
+16% +$361K 0.68% 34
2023
Q4
$1.26M Buy
25,540
+5,720
+29% +$283K 0.35% 59
2023
Q3
$862K Buy
19,820
+210
+1% +$9.14K 0.29% 71
2023
Q2
$830K Buy
19,610
+2,490
+15% +$105K 0.27% 71
2023
Q1
$476K Buy
17,120
+5,520
+48% +$153K 0.17% 110
2022
Q4
$141K Hold
11,600
0.07% 206
2022
Q3
$141K Hold
11,600
0.07% 207
2022
Q2
$168K Buy
11,600
+2,760
+31% +$40K 0.09% 173
2022
Q1
$241K Buy
8,840
+2,480
+39% +$67.6K 0.12% 137
2021
Q4
$187K Buy
6,360
+2,400
+61% +$70.6K 0.09% 157
2021
Q3
$82K Sell
3,960
-11,880
-75% -$246K 0.05% 254
2021
Q2
$77K Buy
15,840
+13,120
+482% +$63.8K 0.04% 278
2021
Q1
$36K Buy
2,720
+1,760
+183% +$23.3K 0.02% 325
2020
Q4
$13K Buy
+960
New +$13K 0.01% 433