Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.58M Buy
9,230
+229
+3% +$63.9K 0.42% 65
2025
Q1
$2.8M Buy
9,001
+49
+0.5% +$15.3K 0.5% 57
2024
Q4
$2.33M Buy
8,952
+4
+0% +$1.04K 0.42% 70
2024
Q3
$2.88M Sell
8,948
-67
-0.7% -$21.6K 0.52% 54
2024
Q2
$2.82M Sell
9,015
-289
-3% -$90.3K 0.54% 47
2024
Q1
$2.65M Sell
9,304
-181
-2% -$51.5K 0.53% 54
2023
Q4
$2.73M Sell
9,485
-778
-8% -$224K 0.6% 47
2023
Q3
$2.76M Sell
10,263
-312
-3% -$83.9K 0.67% 44
2023
Q2
$2.35M Sell
10,575
-418
-4% -$92.8K 0.57% 50
2023
Q1
$2.66M Buy
10,993
+10,883
+9,894% +$2.63M 0.68% 44
2022
Q4
$28.8K Hold
110
0.01% 217
2022
Q3
$25K Buy
110
+49
+80% +$11.1K 0.01% 207
2022
Q2
$15K Hold
61
﹤0.01% 265
2022
Q1
$15K Hold
61
﹤0.01% 258
2021
Q4
$14K Hold
61
﹤0.01% 263
2021
Q3
$13K Hold
61
﹤0.01% 260
2021
Q2
$15K Sell
61
-30
-33% -$7.38K ﹤0.01% 249
2021
Q1
$23K Buy
91
+51
+128% +$12.9K 0.01% 237
2020
Q4
$9K Sell
40
-16
-29% -$3.6K ﹤0.01% 279
2020
Q3
$7.63M Sell
56
-1
-2% -$136K 2.69% 8
2020
Q2
$13K Buy
57
+30
+111% +$6.84K 0.01% 291
2020
Q1
$5K Sell
27
-2
-7% -$370 ﹤0.01% 281
2019
Q4
$7 Buy
+29
New +$7 ﹤0.01% 278