Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Buy
606
+109
+22% +$51.1K 0.02% 163
2025
Q1
$231K Buy
497
+147
+42% +$68.4K 0.02% 166
2024
Q4
$147K Sell
350
-1,601
-82% -$670K 0.01% 170
2024
Q3
$930K Buy
1,951
+148
+8% +$70.6K 0.07% 128
2024
Q2
$791K Buy
1,803
+1,720
+2,072% +$755K 0.07% 129
2024
Q1
$38.5K Hold
83
﹤0.01% 184
2023
Q4
$34.1K Sell
83
-7
-8% -$2.88K ﹤0.01% 209
2023
Q3
$33.5K Sell
90
-46
-34% -$17.1K ﹤0.01% 208
2023
Q2
$51.8K Buy
136
+53
+64% +$20.2K 0.01% 194
2023
Q1
$29.5K Hold
83
﹤0.01% 229
2022
Q4
$27.1K Hold
83
﹤0.01% 202
2022
Q3
$22K Sell
83
-268
-76% -$71K ﹤0.01% 212
2022
Q2
$101K Hold
351
0.01% 167
2022
Q1
$112K Hold
351
0.01% 179
2021
Q4
$122K Hold
351
0.01% 182
2021
Q3
$103K Hold
351
0.01% 182
2021
Q2
$101K Hold
351
0.01% 172
2021
Q1
$98K Hold
351
0.01% 163
2020
Q4
$92K Hold
351
0.01% 164
2020
Q3
$84K Hold
351
0.01% 149
2020
Q2
$74K Hold
351
0.01% 154
2020
Q1
$61K Hold
351
0.01% 164
2019
Q4
$75K Hold
351
0.01% 153
2019
Q3
$68K Hold
351
0.01% 133
2019
Q2
$70K Hold
351
0.01% 154
2019
Q1
$62K Buy
+351
New +$62K 0.01% 154