Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Sell
1,439
-58
-4% -$7.11K 0.01% 604
2025
Q1
$136K Sell
1,497
-8
-0.5% -$729 0.01% 636
2024
Q4
$173K Sell
1,505
-48
-3% -$5.53K 0.01% 539
2024
Q3
$184K Buy
1,553
+91
+6% +$10.8K 0.01% 545
2024
Q2
$202K Buy
1,462
+57
+4% +$7.86K 0.02% 477
2024
Q1
$160K Buy
1,405
+23
+2% +$2.62K 0.02% 519
2023
Q4
$106K Buy
1,382
+18
+1% +$1.38K 0.01% 625
2023
Q3
$94K Sell
1,364
-36
-3% -$2.48K 0.01% 636
2023
Q2
$75.8K Buy
1,400
+16
+1% +$866 0.01% 706
2023
Q1
$55.7K Sell
1,384
-36
-3% -$1.45K 0.01% 771
2022
Q4
$57.1K Buy
1,420
+44
+3% +$1.77K 0.01% 755
2022
Q3
$47K Sell
1,376
-435
-24% -$14.9K ﹤0.01% 858
2022
Q2
$84K Sell
1,811
-66
-4% -$3.06K 0.01% 715
2022
Q1
$94K Buy
1,877
+5
+0.3% +$250 0.01% 770
2021
Q4
$105K Sell
1,872
-835
-31% -$46.8K 0.01% 784
2021
Q3
$143K Buy
2,707
+2,529
+1,421% +$134K 0.01% 675
2021
Q2
$9K Sell
178
-13
-7% -$657 ﹤0.01% 1420
2021
Q1
$9K Hold
191
﹤0.01% 1365
2020
Q4
$7K Hold
191
﹤0.01% 1345
2020
Q3
$7K Hold
191
﹤0.01% 1338
2020
Q2
$5K Sell
191
-202
-51% -$5.29K ﹤0.01% 1421
2020
Q1
$8K Sell
393
-8
-2% -$163 ﹤0.01% 1305
2019
Q4
$10K Sell
401
-317
-44% -$7.91K ﹤0.01% 1373
2019
Q3
$19K Buy
718
+503
+234% +$13.3K ﹤0.01% 1192
2019
Q2
$6K Buy
215
+4
+2% +$112 ﹤0.01% 1332
2019
Q1
$6K Buy
+211
New +$6K ﹤0.01% 1279
2018
Q4
Sell
-331
Closed -$9K 1487
2018
Q3
$9K Sell
331
-22
-6% -$598 ﹤0.01% 1142
2018
Q2
$8K Buy
353
+4
+1% +$91 ﹤0.01% 1190
2018
Q1
$7K Sell
349
-25
-7% -$501 ﹤0.01% 1160
2017
Q4
$9K Buy
+374
New +$9K ﹤0.01% 1018