Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$910K Buy
4,697
+1,506
+47% +$292K 0.02% 373
2025
Q1
$375K Sell
3,191
-322
-9% -$37.8K 0.01% 630
2024
Q4
$484K Buy
3,513
+909
+35% +$125K 0.01% 534
2024
Q3
$309K Buy
2,604
+292
+13% +$34.6K 0.01% 681
2024
Q2
$199K Sell
2,312
-45
-2% -$3.87K ﹤0.01% 825
2024
Q1
$164K Buy
2,357
+145
+7% +$10.1K ﹤0.01% 918
2023
Q4
$85.2K Buy
2,212
+116
+6% +$4.47K ﹤0.01% 1193
2023
Q3
$69.5K Sell
2,096
-56
-3% -$1.86K ﹤0.01% 1236
2023
Q2
$56.5K Buy
2,152
+449
+26% +$11.8K ﹤0.01% 1353
2023
Q1
$40.9K Sell
1,703
-300
-15% -$7.2K ﹤0.01% 1490
2022
Q4
$46.5K Buy
2,003
+91
+5% +$2.11K ﹤0.01% 1406
2022
Q3
$40K Sell
1,912
-350
-15% -$7.32K ﹤0.01% 1390
2022
Q2
$52K Sell
2,262
-636
-22% -$14.6K ﹤0.01% 1273
2022
Q1
$67K Buy
2,898
+123
+4% +$2.84K ﹤0.01% 1225
2021
Q4
$63K Sell
2,775
-719
-21% -$16.3K ﹤0.01% 1230
2021
Q3
$60K Hold
3,494
﹤0.01% 1215
2021
Q2
$65K Sell
3,494
-187
-5% -$3.48K ﹤0.01% 1148
2021
Q1
$65K Buy
3,681
+2,279
+163% +$40.2K ﹤0.01% 1055
2020
Q4
$28K Sell
1,402
-524
-27% -$10.5K ﹤0.01% 1324
2020
Q3
$36K Buy
1,926
+151
+9% +$2.82K ﹤0.01% 1123
2020
Q2
$33K Buy
1,775
+604
+52% +$11.2K ﹤0.01% 1122
2020
Q1
$19K Sell
1,171
-1,927
-62% -$31.3K ﹤0.01% 1256
2019
Q4
$71K Buy
3,098
+702
+29% +$16.1K 0.01% 850
2019
Q3
$64K Buy
2,396
+2,179
+1,004% +$58.2K 0.01% 829
2019
Q2
$5K Sell
217
-16
-7% -$369 ﹤0.01% 1585
2019
Q1
$6K Sell
233
-6
-3% -$155 ﹤0.01% 1554
2018
Q4
$5K Buy
239
+118
+98% +$2.47K ﹤0.01% 1547
2018
Q3
$3K Sell
121
-240
-66% -$5.95K ﹤0.01% 1655
2018
Q2
$9K Sell
361
-5
-1% -$125 ﹤0.01% 1416
2018
Q1
$8K Buy
+366
New +$8K ﹤0.01% 1300