Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
357
+91
+34% +$35.2K 0.07% 132
2025
Q1
$102K Sell
266
-3,440
-93% -$1.32M 0.06% 127
2024
Q4
$1.65M Hold
3,706
0.92% 28
2024
Q3
$1.92M Hold
3,706
1.02% 24
2024
Q2
$2.06M Hold
3,706
1.34% 18
2024
Q1
$1.87M Hold
3,706
1.3% 21
2023
Q4
$2.21M Hold
3,706
1.64% 16
2023
Q3
$1.89M Hold
3,706
1.62% 18
2023
Q2
$1.81M Buy
3,706
+9
+0.2% +$4.4K 1.51% 19
2023
Q1
$1.42M Hold
3,697
1.24% 25
2022
Q4
$1.24M Sell
3,697
-91
-2% -$30.6K 1.04% 26
2022
Q3
$1.04M Hold
3,788
0.92% 27
2022
Q2
$1.39M Hold
3,788
1.06% 20
2022
Q1
$1.73M Hold
3,788
1.14% 21
2021
Q4
$2.15M Hold
3,788
1.29% 17
2021
Q3
$2.18M Buy
3,788
+3,640
+2,459% +$2.1M 1.25% 20
2021
Q2
$87K Buy
148
+3
+2% +$1.76K 0.11% 173
2021
Q1
$69K Buy
+145
New +$69K 0.09% 181
2020
Q4
Sell
-91
Closed -$45K 86
2020
Q3
$45K Hold
91
0.1% 135
2020
Q2
$40K Hold
91
0.1% 124
2020
Q1
$29K Buy
91
+10
+12% +$3.19K 0.11% 105
2019
Q4
$27K Buy
+81
New +$27K 0.05% 155