Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$199K Buy
4,132
+778
+23% +$37.4K ﹤0.01% 921
2025
Q1
$135K Sell
3,354
-9,946
-75% -$399K ﹤0.01% 1065
2024
Q4
$609K Buy
13,300
+5,485
+70% +$251K 0.01% 464
2024
Q3
$366K Buy
7,815
+694
+10% +$32.5K 0.01% 624
2024
Q2
$301K Sell
7,121
-37
-0.5% -$1.56K 0.01% 663
2024
Q1
$317K Buy
7,158
+334
+5% +$14.8K 0.01% 660
2023
Q4
$314K Buy
6,824
+2,405
+54% +$111K 0.01% 632
2023
Q3
$190K Buy
4,419
+363
+9% +$15.6K ﹤0.01% 770
2023
Q2
$194K Buy
4,056
+1,659
+69% +$79.2K ﹤0.01% 770
2023
Q1
$117K Sell
2,397
-558
-19% -$27.2K ﹤0.01% 966
2022
Q4
$156K Sell
2,955
-29
-1% -$1.53K ﹤0.01% 800
2022
Q3
$131K Buy
2,984
+90
+3% +$3.95K ﹤0.01% 833
2022
Q2
$145K Sell
2,894
-217
-7% -$10.9K ﹤0.01% 816
2022
Q1
$162K Buy
3,111
+86
+3% +$4.48K ﹤0.01% 814
2021
Q4
$178K Buy
3,025
+286
+10% +$16.8K 0.01% 768
2021
Q3
$150K Buy
2,739
+279
+11% +$15.3K 0.01% 808
2021
Q2
$126K Sell
2,460
-91
-4% -$4.66K 0.01% 848
2021
Q1
$132K Buy
2,551
+259
+11% +$13.4K 0.01% 758
2020
Q4
$128K Buy
2,292
+371
+19% +$20.7K 0.01% 678
2020
Q3
$106K Buy
1,921
+100
+5% +$5.52K 0.01% 684
2020
Q2
$83K Sell
1,821
-31
-2% -$1.41K 0.01% 751
2020
Q1
$82K Buy
1,852
+106
+6% +$4.69K 0.01% 712
2019
Q4
$63K Buy
1,746
+576
+49% +$20.8K ﹤0.01% 889
2019
Q3
$41K Sell
1,170
-130
-10% -$4.56K ﹤0.01% 991
2019
Q2
$56K Buy
1,300
+201
+18% +$8.66K ﹤0.01% 863
2019
Q1
$47K Sell
1,099
-78
-7% -$3.34K ﹤0.01% 906
2018
Q4
$43K Sell
1,177
-10
-0.8% -$365 ﹤0.01% 897
2018
Q3
$48K Buy
1,187
+20
+2% +$809 ﹤0.01% 897
2018
Q2
$45K Buy
1,167
+248
+27% +$9.56K 0.01% 895
2018
Q1
$31K Buy
+919
New +$31K ﹤0.01% 909