Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Buy
2,282
+258
+13% +$58.4K 0.02% 422
2025
Q1
$336K Buy
2,024
+144
+8% +$23.9K 0.02% 491
2024
Q4
$371K Sell
1,880
-155
-8% -$30.6K 0.02% 424
2024
Q3
$353K Buy
2,035
+1,232
+153% +$214K 0.02% 423
2024
Q2
$140K Buy
803
+277
+53% +$48.1K 0.01% 561
2024
Q1
$71.5K Buy
526
+21
+4% +$2.86K 0.01% 608
2023
Q4
$52.5K Sell
505
-47
-9% -$4.89K ﹤0.01% 634
2023
Q3
$47.9K Buy
552
+39
+8% +$3.39K ﹤0.01% 626
2023
Q2
$51.8K Sell
513
-18,386
-97% -$1.86M 0.01% 549
2023
Q1
$1.76M Buy
18,899
+833
+5% +$77.5K 0.19% 106
2022
Q4
$1.35M Buy
18,066
+17,679
+4,568% +$1.32M 0.16% 125
2022
Q3
$27K Buy
387
+4
+1% +$279 ﹤0.01% 568
2022
Q2
$31K Sell
383
-50
-12% -$4.05K 0.01% 466
2022
Q1
$45K Sell
433
-45
-9% -$4.68K 0.01% 397
2021
Q4
$57K Buy
478
+337
+239% +$40.2K 0.01% 365
2021
Q3
$16K Sell
141
-153
-52% -$17.4K ﹤0.01% 514
2021
Q2
$35K Buy
294
+1
+0.3% +$119 0.01% 340
2021
Q1
$35K Buy
293
+83
+40% +$9.92K 0.01% 319
2020
Q4
$23K Buy
210
+21
+11% +$2.3K 0.01% 349
2020
Q3
$15K Buy
189
+99
+110% +$7.86K 0.01% 374
2020
Q2
$5K Buy
+90
New +$5K ﹤0.01% 490
2019
Q3
Sell
-119
Closed -$5K 623
2019
Q2
$5K Hold
119
﹤0.01% 320
2019
Q1
$5K Hold
119
﹤0.01% 301
2018
Q4
$4K Buy
+119
New +$4K ﹤0.01% 304