Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.7K Hold
2,589
0.02% 191
2025
Q1
$58.1K Buy
2,589
+1
+0% +$22 0.03% 184
2024
Q4
$52.3K Sell
2,588
-460
-15% -$9.3K 0.02% 191
2024
Q3
$71.5K Sell
3,048
-220
-7% -$5.16K 0.03% 182
2024
Q2
$102K Buy
3,268
+83
+3% +$2.59K 0.04% 154
2024
Q1
$133K Buy
3,185
+250
+9% +$10.4K 0.06% 129
2023
Q4
$123K Buy
2,935
+920
+46% +$38.6K 0.06% 129
2023
Q3
$72.3K Buy
2,015
+1,625
+417% +$58.3K 0.04% 160
2023
Q2
$12.7K Hold
390
0.01% 273
2023
Q1
$12.7K Hold
390
0.01% 282
2022
Q4
$10.1K Sell
390
-300
-43% -$7.79K 0.01% 283
2022
Q3
$21K Hold
690
0.02% 232
2022
Q2
$26K Hold
690
0.02% 219
2022
Q1
$34K Hold
690
0.02% 198
2021
Q4
$37K Sell
690
-386
-36% -$20.7K 0.02% 192
2021
Q3
$58K Buy
1,076
+200
+23% +$10.8K 0.04% 146
2021
Q2
$49K Buy
876
+131
+18% +$7.33K 0.04% 153
2021
Q1
$49K Buy
745
+200
+37% +$13.2K 0.04% 143
2020
Q4
$25K Sell
545
-36,327
-99% -$1.67M 0.02% 173
2020
Q3
$1.91M Buy
36,872
+1,392
+4% +$72.1K 2.08% 11
2020
Q2
$2.09M Buy
35,480
+7,302
+26% +$430K 2.33% 8
2020
Q1
$1.64M Sell
28,178
-4,204
-13% -$245K 2.04% 12
2019
Q4
$1.94M Buy
+32,382
New +$1.94M 1.88% 17