Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
1,077
+110
+11% +$32.4K ﹤0.01% 1986
2025
Q1
$257K Buy
967
+897
+1,281% +$239K ﹤0.01% 1979
2024
Q4
$17.6K Hold
70
﹤0.01% 2841
2024
Q3
$15.4K Hold
70
﹤0.01% 2795
2024
Q2
$12.1K Sell
70
-5,845
-99% -$1.01M ﹤0.01% 2788
2024
Q1
$1.12M Sell
5,915
-317
-5% -$60.1K 0.01% 950
2023
Q4
$1.13M Buy
6,232
+6,137
+6,460% +$1.11M 0.01% 879
2023
Q3
$15.3K Sell
95
-100
-51% -$16.1K ﹤0.01% 2447
2023
Q2
$28.5K Buy
195
+25
+15% +$3.66K ﹤0.01% 2277
2023
Q1
$24.8K Sell
170
-635
-79% -$92.5K ﹤0.01% 2259
2022
Q4
$91.2K Buy
+805
New +$91.2K ﹤0.01% 1471
2022
Q3
Sell
-2,767
Closed -$423K 1569
2022
Q2
$423K Buy
+2,767
New +$423K 0.01% 1061
2022
Q1
Sell
-2,232
Closed -$546K 1315
2021
Q4
$546K Buy
+2,232
New +$546K 0.01% 1031
2020
Q4
Sell
-3,359
Closed -$412K 1022
2020
Q3
$412K Buy
3,359
+181
+6% +$22.2K 0.01% 630
2020
Q2
$443K Buy
3,178
+262
+9% +$36.5K 0.02% 570
2020
Q1
$311K Buy
2,916
+606
+26% +$64.6K 0.02% 587
2019
Q4
$322K Buy
2,310
+42
+2% +$5.86K 0.01% 641
2019
Q3
$312K Buy
+2,268
New +$312K 0.01% 625
2017
Q3
Sell
-23
Closed -$2.94K 618
2017
Q2
$2.94K Buy
+23
New +$2.94K ﹤0.01% 1240