Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
4,660
+818
+21% +$60.9K 0.01% 531
2025
Q1
$260K Buy
3,842
+612
+19% +$41.5K 0.01% 569
2024
Q4
$200K Buy
3,230
+249
+8% +$15.4K 0.01% 559
2024
Q3
$194K Buy
2,981
+391
+15% +$25.5K 0.01% 578
2024
Q2
$139K Buy
2,590
+53
+2% +$2.85K 0.01% 563
2024
Q1
$134K Hold
2,537
0.01% 489
2023
Q4
$111K Sell
2,537
-8
-0.3% -$349 0.01% 466
2023
Q3
$112K Sell
2,545
-52
-2% -$2.29K 0.01% 434
2023
Q2
$116K Sell
2,597
-198
-7% -$8.85K 0.01% 405
2023
Q1
$124K Buy
2,795
+2,490
+816% +$110K 0.01% 397
2022
Q4
$12.7K Buy
305
+1
+0.3% +$42 ﹤0.01% 792
2022
Q3
$11K Buy
304
+58
+24% +$2.1K ﹤0.01% 763
2022
Q2
$10K Sell
246
-19
-7% -$772 ﹤0.01% 721
2022
Q1
$15K Buy
265
+1
+0.4% +$57 ﹤0.01% 568
2021
Q4
$18K Sell
264
-199
-43% -$13.6K ﹤0.01% 565
2021
Q3
$32K Buy
463
+200
+76% +$13.8K 0.01% 370
2021
Q2
$18K Buy
263
+1
+0.4% +$68 ﹤0.01% 454
2021
Q1
$16K Hold
262
﹤0.01% 451
2020
Q4
$13K Buy
262
+21
+9% +$1.04K ﹤0.01% 454
2020
Q3
$13K Buy
241
+190
+373% +$10.2K 0.01% 390
2020
Q2
$3K Hold
51
﹤0.01% 523
2020
Q1
$2K Sell
51
-162
-76% -$6.35K ﹤0.01% 424
2019
Q4
$8K Buy
213
+48
+29% +$1.8K ﹤0.01% 323
2019
Q3
$6K Hold
165
﹤0.01% 349
2019
Q2
$7K Buy
165
+82
+99% +$3.48K 0.01% 279
2019
Q1
$3K Hold
83
﹤0.01% 340
2018
Q4
$2K Buy
+83
New +$2K ﹤0.01% 349