Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
9,200
+7,206
+361% +$1.03M 0.04% 419
2025
Q1
$305K Buy
1,994
+729
+58% +$112K 0.01% 837
2024
Q4
$189K Hold
1,265
0.01% 998
2024
Q3
$207K Hold
1,265
0.01% 953
2024
Q2
$175K Hold
1,265
0.01% 974
2024
Q1
$175K Sell
1,265
-9
-0.7% -$1.25K 0.01% 1003
2023
Q4
$133K Sell
1,274
-28
-2% -$2.92K ﹤0.01% 1057
2023
Q3
$123K Hold
1,302
﹤0.01% 1090
2023
Q2
$131K Hold
1,302
﹤0.01% 911
2023
Q1
$106K Sell
1,302
-8,014
-86% -$652K ﹤0.01% 1009
2022
Q4
$696K Sell
9,316
-36
-0.4% -$2.69K 0.03% 574
2022
Q3
$774K Buy
9,352
+6,378
+214% +$528K 0.03% 553
2022
Q2
$238K Buy
2,974
+296
+11% +$23.7K 0.01% 868
2022
Q1
$303K Sell
2,678
-297
-10% -$33.6K 0.01% 811
2021
Q4
$338K Sell
2,975
-422
-12% -$47.9K 0.01% 732
2021
Q3
$395K Sell
3,397
-15,113
-82% -$1.76M 0.01% 650
2021
Q2
$2.23M Sell
18,510
-7,035
-28% -$847K 0.08% 276
2021
Q1
$2.75M Buy
25,545
+18,122
+244% +$1.95M 0.1% 236
2020
Q4
$871K Sell
7,423
-1,113
-13% -$131K 0.04% 435
2020
Q3
$731K Buy
8,536
+3,304
+63% +$283K 0.03% 428
2020
Q2
$414K Buy
5,232
+3,312
+173% +$262K 0.02% 465
2020
Q1
$146K Buy
1,920
+365
+23% +$27.8K 0.01% 679
2019
Q4
$117K Buy
+1,555
New +$117K 0.01% 766