Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
8,102
-91
-1% -$13.2K 0.57% 46
2025
Q1
$1.26M Buy
8,193
+229
+3% +$35.3K 0.67% 38
2024
Q4
$1.12M Sell
7,964
-65
-0.8% -$9.11K 0.59% 44
2024
Q3
$1.08M Buy
8,029
+10
+0.1% +$1.34K 0.57% 46
2024
Q2
$951K Buy
8,019
+281
+4% +$33.3K 0.54% 47
2024
Q1
$950K Buy
7,738
+6,889
+811% +$846K 0.57% 48
2023
Q4
$101K Hold
849
0.07% 208
2023
Q3
$97.9K Hold
849
0.07% 204
2023
Q2
$97.3K Hold
849
0.07% 212
2023
Q1
$97.3K Hold
849
0.07% 212
2022
Q4
$98.1K Hold
849
0.07% 206
2022
Q3
$95K Hold
849
0.08% 207
2022
Q2
$97K Hold
849
0.07% 207
2022
Q1
$116K Hold
849
0.07% 205
2021
Q4
$116K Hold
849
0.07% 198
2021
Q3
$95K Buy
849
+200
+31% +$22.4K 0.06% 208
2021
Q2
$70K Hold
649
0.05% 229
2021
Q1
$64K Hold
649
0.05% 226
2020
Q4
$60K Hold
649
0.05% 216
2020
Q3
$52K Hold
649
0.05% 211
2020
Q2
$49K Buy
649
+100
+18% +$7.55K 0.05% 213
2020
Q1
$35K Buy
549
+125
+29% +$7.97K 0.04% 225
2019
Q4
$36K Buy
+424
New +$36K 0.03% 256