Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
556
+60
+12% +$28.2K 0.02% 182
2025
Q1
$231K Sell
496
-120
-19% -$55.9K 0.02% 197
2024
Q4
$258K Sell
616
-4
-0.6% -$1.68K 0.02% 179
2024
Q3
$296K Buy
620
+222
+56% +$106K 0.02% 166
2024
Q2
$175K Buy
398
+209
+111% +$91.7K 0.01% 215
2024
Q1
$87.8K Hold
189
0.01% 271
2023
Q4
$77.6K Buy
189
+37
+24% +$15.2K 0.01% 280
2023
Q3
$56.6K Hold
152
0.01% 284
2023
Q2
$57.9K Sell
152
-70
-32% -$26.7K ﹤0.01% 287
2023
Q1
$78.9K Hold
222
0.01% 254
2022
Q4
$72.4K Buy
222
+26
+13% +$8.48K 0.01% 251
2022
Q3
$53K Hold
196
0.01% 283
2022
Q2
$56K Hold
196
0.01% 286
2022
Q1
$63K Hold
196
0.01% 284
2021
Q4
$68K Hold
196
0.01% 302
2021
Q3
$58K Hold
196
0.01% 301
2021
Q2
$57K Hold
196
0.01% 300
2021
Q1
$55K Sell
196
-15
-7% -$4.21K 0.01% 292
2020
Q4
$56K Hold
211
0.01% 269
2020
Q3
$50K Buy
211
+46
+28% +$10.9K 0.01% 272
2020
Q2
$35K Hold
165
0.01% 309
2020
Q1
$29K Sell
165
-209
-56% -$36.7K 0.01% 295
2019
Q4
$78K Hold
374
0.01% 250
2019
Q3
$72K Hold
374
0.01% 252
2019
Q2
$75K Buy
374
+85
+29% +$17K 0.01% 271
2019
Q1
$51K Buy
+289
New +$51K 0.01% 302