Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
4,710
+7
+0.1% +$1.56K 0.09% 154
2025
Q1
$967K Buy
4,703
+8
+0.2% +$1.64K 0.09% 158
2024
Q4
$858K Buy
4,695
+8
+0.2% +$1.46K 0.08% 164
2024
Q3
$965K Buy
4,687
+7
+0.1% +$1.44K 0.09% 157
2024
Q2
$819K Sell
4,680
-92
-2% -$16.1K 0.08% 165
2024
Q1
$820K Buy
4,772
+8
+0.2% +$1.37K 0.08% 167
2023
Q4
$718K Sell
4,764
-148
-3% -$22.3K 0.08% 180
2023
Q3
$590K Buy
4,912
+2,164
+79% +$260K 0.07% 188
2023
Q2
$341K Buy
2,748
+40
+1% +$4.97K 0.04% 241
2023
Q1
$313K Buy
+2,708
New +$313K 0.04% 248
2022
Q3
$263K Hold
2,708
0.04% 250
2022
Q2
$258K Hold
2,708
0.03% 268
2022
Q1
$278K Hold
2,708
0.03% 265
2021
Q4
$300K Hold
2,708
0.03% 266
2021
Q3
$258K Hold
2,708
0.03% 260
2021
Q2
$263K Hold
2,708
0.04% 238
2021
Q1
$231K Buy
2,708
+60
+2% +$5.12K 0.04% 252
2020
Q4
$220K Hold
2,648
0.04% 247
2020
Q3
$220K Buy
+2,648
New +$220K 0.04% 231