Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
28,760
+35
+0.1% +$2.52K 0.84% 38
2025
Q1
$1.6M Buy
28,725
+12,518
+77% +$696K 0.73% 42
2024
Q4
$1.19M Sell
16,207
-45
-0.3% -$3.32K 0.52% 48
2024
Q3
$1.44M Buy
16,252
+45
+0.3% +$3.98K 0.59% 48
2024
Q2
$1.22M Buy
16,207
+15,230
+1,559% +$1.15M 0.52% 50
2024
Q1
$91.5K Sell
977
-37
-4% -$3.47K 0.04% 159
2023
Q4
$117K Hold
1,014
0.06% 134
2023
Q3
$97.1K Buy
1,014
+568
+127% +$54.4K 0.05% 135
2023
Q2
$47.8K Buy
446
+109
+32% +$11.7K 0.03% 177
2023
Q1
$40.3K Buy
337
+138
+69% +$16.5K 0.02% 188
2022
Q4
$23.4K Sell
199
-43
-18% -$5.06K 0.02% 214
2022
Q3
$25K Hold
242
0.02% 212
2022
Q2
$25K Hold
242
0.02% 224
2022
Q1
$33K Hold
242
0.02% 200
2021
Q4
$38K Sell
242
-5
-2% -$785 0.02% 189
2021
Q3
$37K Hold
247
0.03% 175
2021
Q2
$39K Buy
247
+43
+21% +$6.79K 0.03% 166
2021
Q1
$27K Sell
204
-30
-13% -$3.97K 0.02% 176
2020
Q4
$33K Sell
234
-82
-26% -$11.6K 0.03% 155
2020
Q3
$40K Hold
316
0.04% 131
2020
Q2
$31K Sell
316
-310
-50% -$30.4K 0.03% 155
2020
Q1
$53K Buy
626
+202
+48% +$17.1K 0.07% 116
2019
Q4
$43K Buy
+424
New +$43K 0.04% 143