Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.7K Buy
1,082
+627
+138% +$49.6K 0.02% 229
2025
Q1
$40.8K Buy
455
+10
+2% +$898 0.01% 235
2024
Q4
$44.3K Sell
445
-9,849
-96% -$980K 0.01% 233
2024
Q3
$1.17M Buy
10,294
+945
+10% +$107K 0.3% 102
2024
Q2
$1.16M Buy
9,349
+352
+4% +$43.8K 0.31% 97
2024
Q1
$1.19M Buy
8,997
+484
+6% +$64.2K 0.33% 92
2023
Q4
$935K Sell
8,513
-220
-3% -$24.2K 0.28% 111
2023
Q3
$905K Buy
8,733
+591
+7% +$61.2K 0.3% 104
2023
Q2
$940K Buy
8,142
+9
+0.1% +$1.04K 0.31% 106
2023
Q1
$871K Buy
8,133
+524
+7% +$56.1K 0.29% 101
2022
Q4
$850K Sell
7,609
-47
-0.6% -$5.25K 0.31% 101
2022
Q3
$660K Buy
7,656
+90
+1% +$7.76K 0.26% 122
2022
Q2
$695K Buy
7,566
+6,823
+918% +$627K 0.27% 123
2022
Q1
$61K Sell
743
-33
-4% -$2.71K 0.02% 250
2021
Q4
$59K Hold
776
0.02% 253
2021
Q3
$59K Buy
776
+198
+34% +$15.1K 0.02% 244
2021
Q2
$45K Sell
578
-28
-5% -$2.18K 0.02% 263
2021
Q1
$45K Sell
606
-12,708
-95% -$944K 0.02% 247
2020
Q4
$1.05M Sell
13,314
-7,608
-36% -$598K 0.44% 81
2020
Q3
$1.66M Buy
20,922
+10,150
+94% +$803K 0.78% 37
2020
Q2
$801K Buy
10,772
+279
+3% +$20.7K 0.43% 73
2020
Q1
$777K Buy
10,493
+1,048
+11% +$77.6K 0.54% 52
2019
Q4
$820K Sell
9,445
-649
-6% -$56.3K 0.49% 60
2019
Q3
$816K Buy
10,094
+172
+2% +$13.9K 0.5% 55
2019
Q2
$799K Sell
9,922
-76
-0.8% -$6.12K 0.48% 58
2019
Q1
$799K Buy
9,998
+653
+7% +$52.2K 0.53% 51
2018
Q4
$682K Buy
9,345
+8,821
+1,683% +$644K 0.51% 59
2018
Q3
$36K Hold
524
0.02% 193
2018
Q2
$31K Hold
524
0.02% 197
2018
Q1
$27K Hold
524
0.02% 214
2017
Q4
$28K Buy
+524
New +$28K 0.02% 198