Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
11,889
+4,922
+71% +$110K 0.09% 87
2025
Q1
$158K Buy
6,967
+2,316
+50% +$52.6K 0.06% 122
2024
Q4
$93.3K Sell
4,651
-89
-2% -$1.78K 0.03% 154
2024
Q3
$111K Buy
4,740
+3,533
+293% +$82.9K 0.04% 151
2024
Q2
$37.4K Hold
1,207
0.01% 183
2024
Q1
$53.3K Hold
1,207
0.02% 173
2023
Q4
$60.7K Hold
1,207
0.03% 160
2023
Q3
$42.9K Hold
1,207
0.02% 176
2023
Q2
$40.4K Hold
1,207
0.02% 168
2023
Q1
$39.4K Hold
1,207
0.02% 162
2022
Q4
$32K Hold
1,207
0.02% 175
2022
Q3
$31K Hold
1,207
0.02% 163
2022
Q2
$45K Hold
1,207
0.03% 158
2022
Q1
$60K Buy
1,207
+150
+14% +$7.46K 0.04% 174
2021
Q4
$54K Hold
1,057
0.03% 192
2021
Q3
$56K Hold
1,057
0.04% 167
2021
Q2
$59K Hold
1,057
0.04% 155
2021
Q1
$68K Hold
1,057
0.05% 153
2020
Q4
$53K Hold
1,057
0.04% 157
2020
Q3
$55K Sell
1,057
-663
-39% -$34.5K 0.05% 148
2020
Q2
$103K Buy
1,720
+732
+74% +$43.8K 0.1% 117
2020
Q1
$53K Hold
988
0.06% 140
2019
Q4
$59K Buy
+988
New +$59K 0.05% 164