Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
4,501
+543
+14% +$152K 0.65% 52
2025
Q1
$1.23M Sell
3,958
-8
-0.2% -$2.49K 0.7% 49
2024
Q4
$1.03M Buy
3,966
+160
+4% +$41.7K 0.57% 55
2024
Q3
$1.23M Buy
3,806
+429
+13% +$138K 0.67% 52
2024
Q2
$1.06M Buy
3,377
+266
+9% +$83.1K 0.6% 57
2024
Q1
$885K Buy
3,111
+640
+26% +$182K 0.37% 89
2023
Q4
$712K Buy
2,471
+215
+10% +$61.9K 0.32% 95
2023
Q3
$606K Buy
2,256
+26
+1% +$6.99K 0.3% 97
2023
Q2
$495K Buy
2,230
+615
+38% +$137K 0.27% 93
2023
Q1
$390K Buy
1,615
+1,390
+618% +$336K 0.2% 108
2022
Q4
$59.1K Hold
225
0.03% 180
2022
Q3
$51K Hold
225
0.03% 186
2022
Q2
$55K Buy
225
+100
+80% +$24.4K 0.03% 189
2022
Q1
$30K Hold
125
0.01% 219
2021
Q4
$28K Hold
125
0.01% 224
2021
Q3
$27K Hold
125
0.01% 231
2021
Q2
$30K Hold
125
0.01% 235
2021
Q1
$31K Hold
125
0.02% 227
2020
Q4
$29K Buy
+125
New +$29K 0.02% 234
2019
Q1
Sell
-137
Closed -$27K 241
2018
Q4
$27K Hold
137
0.03% 181
2018
Q3
$28K Hold
137
0.02% 183
2018
Q2
$25K Hold
137
0.02% 189
2018
Q1
$23K Sell
137
-16
-10% -$2.69K 0.02% 190
2017
Q4
$27K Hold
153
0.03% 197
2017
Q3
$29K Hold
153
0.03% 192
2017
Q2
$26K Buy
153
+16
+12% +$2.72K 0.03% 196
2017
Q1
$22K Buy
137
+66
+93% +$10.6K 0.02% 187
2016
Q4
$10K Buy
+71
New +$10K 0.01% 201