Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
5,850
+10
+0.2% +$2.27K 0.64% 31
2025
Q1
$969K Buy
5,840
+4,450
+320% +$739K 0.51% 43
2024
Q4
$275K Buy
1,390
+425
+44% +$83.9K 0.14% 69
2024
Q3
$168K Hold
965
0.09% 80
2024
Q2
$168K Hold
965
0.09% 77
2024
Q1
$131K Hold
965
0.07% 83
2023
Q4
$100K Hold
965
0.06% 81
2023
Q3
$83.9K Buy
965
+25
+3% +$2.17K 0.06% 76
2023
Q2
$94.9K Buy
+940
New +$94.9K 0.06% 75
2022
Q4
$66.4K Hold
891
0.05% 78
2022
Q3
$61K Hold
891
0.05% 81
2022
Q2
$73K Hold
891
0.05% 82
2022
Q1
$93K Hold
891
0.06% 80
2021
Q4
$107K Hold
891
0.06% 79
2021
Q3
$99K Buy
891
+141
+19% +$15.7K 0.06% 79
2021
Q2
$90K Buy
750
+75
+11% +$9K 0.06% 82
2021
Q1
$80K Buy
675
+240
+55% +$28.4K 0.06% 84
2020
Q4
$47K Buy
435
+75
+21% +$8.1K 0.03% 89
2020
Q3
$29K Buy
+360
New +$29K 0.02% 96