Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.1K Buy
297
+46
+18% +$3.42K 0.01% 283
2025
Q1
$16.4K Sell
251
-3,128
-93% -$204K 0.01% 326
2024
Q4
$288K Buy
3,379
+3,211
+1,911% +$274K 0.19% 81
2024
Q3
$13.1K Hold
168
0.01% 387
2024
Q2
$9.75K Sell
168
-796
-83% -$46.2K 0.01% 325
2024
Q1
$64.6K Buy
964
+20
+2% +$1.34K 0.06% 131
2023
Q4
$58K Sell
944
-161
-15% -$9.89K 0.06% 130
2023
Q3
$64.6K Buy
1,105
+58
+6% +$3.39K 0.05% 166
2023
Q2
$69.9K Sell
1,047
-78
-7% -$5.21K 0.05% 162
2023
Q1
$85.4K Sell
1,125
-65
-5% -$4.94K 0.07% 146
2022
Q4
$84.8K Sell
1,190
-1,052
-47% -$74.9K 0.07% 145
2022
Q3
$193K Buy
2,242
+808
+56% +$69.6K 0.16% 108
2022
Q2
$101K Sell
1,434
-3,649
-72% -$257K 0.07% 173
2022
Q1
$588K Sell
5,083
-463
-8% -$53.6K 0.39% 59
2021
Q4
$1.05M Buy
5,546
+772
+16% +$146K 0.68% 43
2021
Q3
$1.24M Buy
4,774
+139
+3% +$36.2K 0.88% 33
2021
Q2
$1.35M Buy
4,635
+61
+1% +$17.8K 0.96% 28
2021
Q1
$1.11M Buy
4,574
+717
+19% +$174K 0.87% 34
2020
Q4
$904K Buy
+3,857
New +$904K 0.76% 41