Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
2,705
+575
+27% +$77.2K 0.01% 672
2025
Q1
$211K Sell
2,130
-637
-23% -$63.2K ﹤0.01% 852
2024
Q4
$395K Buy
2,767
+235
+9% +$33.6K 0.01% 598
2024
Q3
$291K Sell
2,532
-244
-9% -$28.1K 0.01% 710
2024
Q2
$360K Buy
2,776
+8
+0.3% +$1.04K 0.01% 602
2024
Q1
$342K Buy
2,768
+112
+4% +$13.8K 0.01% 642
2023
Q4
$322K Buy
2,656
+152
+6% +$18.5K 0.01% 624
2023
Q3
$228K Sell
2,504
-3
-0.1% -$273 0.01% 695
2023
Q2
$247K Buy
2,507
+28
+1% +$2.76K 0.01% 675
2023
Q1
$180K Sell
2,479
-992
-29% -$72.1K ﹤0.01% 765
2022
Q4
$255K Buy
3,471
+477
+16% +$35.1K 0.01% 622
2022
Q3
$266K Buy
2,994
+938
+46% +$83.3K 0.01% 573
2022
Q2
$196K Buy
2,056
+92
+5% +$8.77K 0.01% 703
2022
Q1
$297K Buy
1,964
+11
+0.6% +$1.66K 0.01% 584
2021
Q4
$348K Buy
1,953
+662
+51% +$118K 0.01% 514
2021
Q3
$182K Buy
1,291
+456
+55% +$64.3K 0.01% 729
2021
Q2
$87K Buy
835
+58
+7% +$6.04K ﹤0.01% 1008
2021
Q1
$65K Buy
777
+10
+1% +$837 ﹤0.01% 1047
2020
Q4
$76K Buy
767
+722
+1,604% +$71.5K ﹤0.01% 903
2020
Q3
$5K Buy
45
+28
+165% +$3.11K ﹤0.01% 1871
2020
Q2
$1K Buy
+17
New +$1K ﹤0.01% 2269