Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Hold
605
0.08% 108
2025
Q1
$162K Sell
605
-15
-2% -$4.01K 0.07% 112
2024
Q4
$235K Hold
620
0.1% 93
2024
Q3
$162K Sell
620
-104
-14% -$27.2K 0.07% 119
2024
Q2
$178K Buy
724
+289
+66% +$71.2K 0.08% 109
2024
Q1
$75K Buy
435
+70
+19% +$12.1K 0.03% 177
2023
Q4
$87.2K Buy
365
+200
+121% +$47.8K 0.04% 158
2023
Q3
$42.9K Sell
165
-60
-27% -$15.6K 0.02% 207
2023
Q2
$63.6K Sell
225
-25
-10% -$7.06K 0.04% 150
2023
Q1
$46.1K Sell
250
-200
-44% -$36.9K 0.03% 178
2022
Q4
$49.1K Hold
450
0.03% 161
2022
Q3
$116K Hold
450
0.08% 110
2022
Q2
$106K Buy
450
+15
+3% +$3.53K 0.07% 127
2022
Q1
$127K Hold
435
0.08% 115
2021
Q4
$149K Sell
435
-135
-24% -$46.2K 0.1% 105
2021
Q3
$147K Hold
570
0.11% 93
2021
Q2
$128K Sell
570
-75
-12% -$16.8K 0.1% 95
2021
Q1
$148K Sell
645
-225
-26% -$51.6K 0.12% 85
2020
Q4
$188K Sell
870
-180
-17% -$38.9K 0.18% 73
2020
Q3
$150K Sell
1,050
-1,350
-56% -$193K 0.16% 78
2020
Q2
$193K Sell
2,400
-525
-18% -$42.2K 0.21% 68
2020
Q1
$106K Buy
2,925
+2,775
+1,850% +$101K 0.13% 83
2019
Q4
$4K Buy
+150
New +$4K ﹤0.01% 304