Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
28,675
+805
+3% +$39.5K 0.34% 83
2025
Q1
$1.58M Buy
27,870
+27,355
+5,312% +$1.55M 0.42% 71
2024
Q4
$29.6K Sell
515
-6
-1% -$344 0.01% 254
2024
Q3
$27.3K Buy
521
+28
+6% +$1.47K 0.01% 260
2024
Q2
$26.7K Buy
493
+18
+4% +$975 0.01% 261
2024
Q1
$27.5K Sell
475
-5
-1% -$290 0.01% 251
2023
Q4
$23.5K Hold
480
0.01% 265
2023
Q3
$20.7K Sell
480
-20
-4% -$862 0.01% 278
2023
Q2
$22.8K Sell
500
-56
-10% -$2.55K 0.01% 290
2023
Q1
$20.9K Sell
556
-36
-6% -$1.35K 0.01% 301
2022
Q4
$18K Hold
592
0.01% 288
2022
Q3
$16K Buy
592
+500
+543% +$13.5K 0.01% 297
2022
Q2
$2K Hold
92
﹤0.01% 410
2022
Q1
$3K Hold
92
﹤0.01% 462
2021
Q4
$3K Hold
92
﹤0.01% 453
2021
Q3
$3K Hold
92
﹤0.01% 448
2021
Q2
$3K Hold
92
﹤0.01% 398
2021
Q1
$2K Sell
92
-2,252
-96% -$49K ﹤0.01% 381
2020
Q4
$75K Hold
2,344
0.03% 188
2020
Q3
$62K Buy
2,344
+1,944
+486% +$51.4K 0.03% 183
2020
Q2
$8K Hold
400
﹤0.01% 256
2020
Q1
$7K Hold
400
﹤0.01% 247
2019
Q4
$9K Hold
400
0.01% 244
2019
Q3
$8K Hold
400
﹤0.01% 274
2019
Q2
$7K Sell
400
-104
-21% -$1.82K ﹤0.01% 294
2019
Q1
$8K Buy
+504
New +$8K 0.01% 258