Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Hold
30,150
0.06% 297
2025
Q1
$1.61M Hold
30,150
0.06% 247
2024
Q4
$1.44M Hold
30,150
0.1% 141
2024
Q3
$1.34M Buy
30,150
+264
+0.9% +$11.7K 0.09% 150
2024
Q2
$1.27M Hold
29,886
0.09% 147
2024
Q1
$1.24M Hold
29,886
0.1% 151
2023
Q4
$1.1M Buy
29,886
+158
+0.5% +$5.8K 0.09% 161
2023
Q3
$1.06M Buy
29,728
+490
+2% +$17.4K 0.11% 140
2023
Q2
$992K Hold
29,238
0.1% 143
2023
Q1
$1.01M Buy
29,238
+27,849
+2,005% +$959K 0.1% 135
2022
Q4
$45.6K Hold
1,389
0.01% 1217
2022
Q3
$42K Sell
1,389
-235
-14% -$7.11K 0.01% 1140
2022
Q2
$47K Sell
1,624
-450
-22% -$13K 0.01% 892
2022
Q1
$69K Hold
2,074
0.01% 808
2021
Q4
$61K Buy
2,074
+300
+17% +$8.82K 0.01% 844
2021
Q3
$51K Hold
1,774
0.01% 855
2021
Q2
$53K Sell
1,774
-7,099
-80% -$212K 0.01% 821
2021
Q1
$227K Buy
8,873
+7,793
+722% +$199K 0.04% 318
2020
Q4
$23K Buy
1,080
+144
+15% +$3.07K ﹤0.01% 1045
2020
Q3
$15K Sell
936
-198
-17% -$3.17K ﹤0.01% 1074
2020
Q2
$20K Buy
1,134
+977
+622% +$17.2K ﹤0.01% 1057
2020
Q1
$2K Sell
157
-497
-76% -$6.33K ﹤0.01% 1871
2019
Q4
$16K Sell
654
-468
-42% -$11.5K ﹤0.01% 1766
2019
Q3
$31K Sell
1,122
-101
-8% -$2.79K ﹤0.01% 1423
2019
Q2
$39K Sell
1,223
-41
-3% -$1.31K 0.01% 1322
2019
Q1
$41K Hold
1,264
0.01% 1317
2018
Q4
$38K Sell
1,264
-106
-8% -$3.19K 0.01% 982
2018
Q3
$47K Sell
1,370
-19
-1% -$652 0.01% 676
2018
Q2
$47K Buy
1,389
+415
+43% +$14K 0.02% 675
2018
Q1
$32K Hold
974
0.01% 781
2017
Q4
$34K Hold
974
0.01% 742
2017
Q3
$34K Buy
974
+25
+3% +$873 0.01% 725
2017
Q2
$31K Buy
949
+140
+17% +$4.57K 0.01% 712
2017
Q1
$29K Hold
809
0.01% 725
2016
Q4
$28K Buy
809
+59
+8% +$2.04K 0.01% 636
2016
Q3
$25K Hold
750
0.02% 668
2016
Q2
$25K Hold
750
0.02% 627
2016
Q1
$22K Buy
+750
New +$22K 0.01% 639