Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$672K Buy
1,995
+93
+5% +$31.3K 0.01% 471
2025
Q1
$398K Buy
1,902
+93
+5% +$19.4K 0.01% 608
2024
Q4
$368K Sell
1,809
-33
-2% -$6.71K 0.01% 635
2024
Q3
$321K Buy
1,842
+435
+31% +$75.7K 0.01% 669
2024
Q2
$181K Sell
1,407
-199
-12% -$25.6K ﹤0.01% 858
2024
Q1
$141K Buy
1,606
+235
+17% +$20.7K ﹤0.01% 1008
2023
Q4
$72.6K Sell
1,371
-188
-12% -$9.95K ﹤0.01% 1280
2023
Q3
$65.4K Sell
1,559
-298
-16% -$12.5K ﹤0.01% 1257
2023
Q2
$48.1K Sell
1,857
-529
-22% -$13.7K ﹤0.01% 1456
2023
Q1
$23.4K Sell
2,386
-2,946
-55% -$28.8K ﹤0.01% 1782
2022
Q4
$25.3K Buy
5,332
+1,512
+40% +$7.17K ﹤0.01% 1686
2022
Q3
$78K Buy
3,820
+3,118
+444% +$63.7K ﹤0.01% 1079
2022
Q2
$16K Buy
702
+41
+6% +$934 ﹤0.01% 1876
2022
Q1
$79K Buy
661
+232
+54% +$27.7K ﹤0.01% 1149
2021
Q4
$99K Buy
429
+13
+3% +$3K ﹤0.01% 1022
2021
Q3
$125K Buy
416
+16
+4% +$4.81K ﹤0.01% 864
2021
Q2
$121K Buy
400
+27
+7% +$8.17K ﹤0.01% 861
2021
Q1
$98K Buy
373
+25
+7% +$6.57K ﹤0.01% 887
2020
Q4
$83K Sell
348
-3
-0.9% -$716 ﹤0.01% 860
2020
Q3
$78K Sell
351
-36
-9% -$8K ﹤0.01% 796
2020
Q2
$47K Buy
387
+70
+22% +$8.5K ﹤0.01% 966
2020
Q1
$17K Buy
317
+66
+26% +$3.54K ﹤0.01% 1286
2019
Q4
$23K Buy
251
+1
+0.4% +$92 ﹤0.01% 1225
2019
Q3
$17K Hold
250
﹤0.01% 1268
2019
Q2
$16K Hold
250
﹤0.01% 1264
2019
Q1
$15K Hold
250
﹤0.01% 1275
2018
Q4
$8K Hold
250
﹤0.01% 1408
2018
Q3
$15K Hold
250
﹤0.01% 1256
2018
Q2
$10K Buy
+250
New +$10K ﹤0.01% 1382