Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
3,032
+76
+3% +$7.09K 0.18% 89
2025
Q1
$215K Buy
2,956
+119
+4% +$8.67K 0.15% 94
2024
Q4
$171K Buy
2,837
+2,682
+1,730% +$162K 0.11% 107
2024
Q3
$11.7K Sell
155
-56
-27% -$4.21K 0.01% 413
2024
Q2
$15.3K Buy
211
+121
+134% +$8.8K 0.01% 265
2024
Q1
$6.93K Buy
90
+5
+6% +$385 0.01% 344
2023
Q4
$5.23K Buy
85
+15
+21% +$924 0.01% 373
2023
Q3
$3.22K Sell
70
-156
-69% -$7.18K ﹤0.01% 492
2023
Q2
$9.76K Buy
226
+3
+1% +$130 0.01% 359
2023
Q1
$7.07K Buy
223
+153
+219% +$4.85K 0.01% 388
2022
Q4
$1.73K Sell
70
-514
-88% -$12.7K ﹤0.01% 515
2022
Q3
$16K Sell
584
-66
-10% -$1.81K 0.01% 428
2022
Q2
$13K Hold
650
0.01% 496
2022
Q1
$23K Hold
650
0.02% 402
2021
Q4
$27K Sell
650
-120
-16% -$4.99K 0.02% 375
2021
Q3
$35K Sell
770
-29
-4% -$1.32K 0.02% 331
2021
Q2
$40K Buy
799
+108
+16% +$5.41K 0.03% 312
2021
Q1
$38K Sell
691
-27
-4% -$1.49K 0.03% 316
2020
Q4
$37K Buy
+718
New +$37K 0.03% 303