Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
8,295
+3,452
+71% +$828K 0.33% 82
2025
Q1
$1.13M Buy
4,843
+81
+2% +$18.9K 0.2% 90
2024
Q4
$1.23M Buy
4,762
+210
+5% +$54.2K 0.22% 88
2024
Q3
$1.11M Buy
4,552
+58
+1% +$14.2K 0.2% 90
2024
Q2
$1M Buy
4,494
+66
+1% +$14.8K 0.19% 91
2024
Q1
$1.21M Sell
4,428
-36
-0.8% -$9.82K 0.24% 85
2023
Q4
$1.23M Sell
4,464
-52
-1% -$14.4K 0.27% 81
2023
Q3
$970K Sell
4,516
-65
-1% -$14K 0.24% 83
2023
Q2
$1.03M Buy
4,581
+244
+6% +$55.1K 0.25% 82
2023
Q1
$896K Sell
4,337
-2,835
-40% -$586K 0.23% 82
2022
Q4
$729K Buy
7,172
+4,353
+154% +$442K 0.2% 80
2022
Q3
$429K Buy
2,819
+1,218
+76% +$185K 0.15% 89
2022
Q2
$223K Buy
1,601
+1,571
+5,237% +$219K 0.06% 116
2022
Q1
$7K Hold
30
﹤0.01% 307
2021
Q4
$8K Hold
30
﹤0.01% 308
2021
Q3
$7K Hold
30
﹤0.01% 307
2021
Q2
$7K Hold
30
﹤0.01% 303
2021
Q1
$7K Hold
30
﹤0.01% 321
2020
Q4
$7K Hold
30
﹤0.01% 299
2020
Q3
$6K Hold
30
﹤0.01% 293
2020
Q2
$6K Hold
30
﹤0.01% 354
2020
Q1
$4K Hold
30
﹤0.01% 300
2019
Q4
$5 Buy
+30
New +$5 ﹤0.01% 289