Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
2,261
+1,805
+396% +$532K 0.41% 68
2025
Q1
$113K Sell
456
-10
-2% -$2.49K 0.08% 124
2024
Q4
$102K Hold
466
0.07% 139
2024
Q3
$103K Buy
466
+244
+110% +$53.9K 0.07% 137
2024
Q2
$38.4K Buy
222
+60
+37% +$10.4K 0.03% 185
2024
Q1
$30.9K Hold
162
0.03% 187
2023
Q4
$26.5K Buy
162
+5
+3% +$818 0.03% 195
2023
Q3
$22K Hold
157
0.02% 254
2023
Q2
$21K Buy
157
+45
+40% +$6.02K 0.02% 267
2023
Q1
$14.7K Buy
112
+94
+522% +$12.3K 0.01% 309
2022
Q4
$2.54K Sell
18
-5
-22% -$704 ﹤0.01% 476
2022
Q3
$3K Sell
23
-18
-44% -$2.35K ﹤0.01% 674
2022
Q2
$6K Buy
41
+5
+14% +$732 ﹤0.01% 609
2022
Q1
$5K Hold
36
﹤0.01% 637
2021
Q4
$5K Sell
36
-2
-5% -$278 ﹤0.01% 632
2021
Q3
$5K Sell
38
-7
-16% -$921 ﹤0.01% 620
2021
Q2
$7K Buy
45
+37
+463% +$5.76K 0.01% 579
2021
Q1
$1K Sell
8
-940
-99% -$118K ﹤0.01% 699
2020
Q4
$114K Buy
+948
New +$114K 0.1% 168