Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Buy
8,790
+705
+9% +$38.3K 0.01% 461
2025
Q1
$408K Buy
8,085
+1,083
+15% +$54.6K 0.01% 458
2024
Q4
$318K Buy
7,002
+63
+0.9% +$2.86K 0.01% 512
2024
Q3
$329K Hold
6,939
0.01% 508
2024
Q2
$318K Buy
6,939
+40
+0.6% +$1.84K 0.01% 503
2024
Q1
$286K Hold
6,899
0.01% 516
2023
Q4
$274K Sell
6,899
-51
-0.7% -$2.02K 0.01% 514
2023
Q3
$234K Sell
6,950
-247
-3% -$8.32K 0.01% 524
2023
Q2
$241K Buy
7,197
+304
+4% +$10.2K 0.01% 488
2023
Q1
$224K Buy
+6,893
New +$224K 0.01% 523
2021
Q2
Sell
-3,860
Closed -$97K 1424
2021
Q1
$97K Buy
3,860
+739
+24% +$18.6K ﹤0.01% 617
2020
Q4
$77K Buy
+3,121
New +$77K ﹤0.01% 627
2020
Q3
Sell
-157
Closed -$4K 1963
2020
Q2
$4K Buy
+157
New +$4K ﹤0.01% 1534
2019
Q3
Sell
-437
Closed -$11K 1637
2019
Q2
$11K Buy
437
+201
+85% +$5.06K ﹤0.01% 999
2019
Q1
$5K Hold
236
﹤0.01% 1179
2018
Q4
$5K Sell
236
-122
-34% -$2.59K ﹤0.01% 1085
2018
Q3
$7K Buy
358
+236
+193% +$4.62K ﹤0.01% 1079
2018
Q2
$3K Sell
122
-627
-84% -$15.4K ﹤0.01% 1266
2018
Q1
$16K Buy
749
+627
+514% +$13.4K ﹤0.01% 792
2017
Q4
$3K Buy
+122
New +$3K ﹤0.01% 1123