Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.8K Hold
24,129
﹤0.01% 1095
2025
Q1
$91.9K Hold
24,129
﹤0.01% 1080
2024
Q4
$105K Hold
24,129
﹤0.01% 1111
2024
Q3
$161K Sell
24,129
-640
-3% -$4.28K ﹤0.01% 1162
2024
Q2
$103K Sell
24,769
-203
-0.8% -$844 ﹤0.01% 1160
2024
Q1
$112K Hold
24,972
﹤0.01% 1185
2023
Q4
$226K Buy
24,972
+640
+3% +$5.81K ﹤0.01% 1156
2023
Q3
$220K Buy
24,332
+203
+0.8% +$1.84K ﹤0.01% 1152
2023
Q2
$234K Sell
24,129
-14,411
-37% -$140K ﹤0.01% 1157
2023
Q1
$405K Sell
38,540
-59,724
-61% -$628K ﹤0.01% 1176
2022
Q4
$958K Buy
98,264
+5,374
+6% +$52.4K 0.01% 909
2022
Q3
$1.47M Sell
92,890
-52,594
-36% -$829K 0.01% 712
2022
Q2
$3.16M Buy
145,484
+17,474
+14% +$380K 0.02% 499
2022
Q1
$2.7M Buy
128,010
+1,043
+0.8% +$22K 0.01% 600
2021
Q4
$4.02M Sell
126,967
-40,812
-24% -$1.29M 0.02% 450
2021
Q3
$5.98M Sell
167,779
-9,789
-6% -$349K 0.03% 390
2021
Q2
$9.45M Buy
177,568
+6,438
+4% +$343K 0.05% 306
2021
Q1
$6.67M Buy
171,130
+9,144
+6% +$356K 0.04% 399
2020
Q4
$7.9M Buy
161,986
+123,535
+321% +$6.02M 0.05% 331
2020
Q3
$816K Buy
38,451
+34,444
+860% +$731K 0.01% 971
2020
Q2
$31K Buy
4,007
+2,736
+215% +$21.2K ﹤0.01% 2073
2020
Q1
$4K Sell
1,271
-9,561
-88% -$30.1K ﹤0.01% 2302
2019
Q4
$44K Buy
+10,832
New +$44K ﹤0.01% 1946