Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
698
+64
+10% +$19.5K 0.01% 556
2025
Q1
$170K Buy
634
+78
+14% +$20.9K 0.01% 586
2024
Q4
$137K Sell
556
-153
-22% -$37.7K 0.01% 591
2024
Q3
$162K Sell
709
-2
-0.3% -$458 0.01% 575
2024
Q2
$143K Buy
711
+166
+30% +$33.5K 0.01% 553
2024
Q1
$106K Buy
545
+23
+4% +$4.49K 0.01% 619
2023
Q4
$80.7K Buy
522
+300
+135% +$46.4K 0.01% 695
2023
Q3
$28.7K Hold
222
﹤0.01% 937
2023
Q2
$30.4K Hold
222
﹤0.01% 955
2023
Q1
$28.1K Sell
222
-42
-16% -$5.32K ﹤0.01% 961
2022
Q4
$27.2K Sell
264
-188
-42% -$19.4K ﹤0.01% 958
2022
Q3
$37K Sell
452
-60
-12% -$4.91K ﹤0.01% 922
2022
Q2
$46K Sell
512
-146
-22% -$13.1K ﹤0.01% 882
2022
Q1
$73K Buy
658
+117
+22% +$13K ﹤0.01% 835
2021
Q4
$76K Buy
541
+47
+10% +$6.6K ﹤0.01% 884
2021
Q3
$67K Buy
494
+69
+16% +$9.36K ﹤0.01% 916
2021
Q2
$60K Buy
425
+186
+78% +$26.3K ﹤0.01% 919
2021
Q1
$29K Hold
239
﹤0.01% 1080
2020
Q4
$31K Hold
239
﹤0.01% 1005
2020
Q3
$37K Hold
239
﹤0.01% 930
2020
Q2
$33K Sell
239
-208
-47% -$28.7K ﹤0.01% 962
2020
Q1
$49K Hold
447
﹤0.01% 792
2019
Q4
$60K Hold
447
0.01% 839
2019
Q3
$53K Buy
447
+153
+52% +$18.1K ﹤0.01% 879
2019
Q2
$40K Buy
294
+208
+242% +$28.3K ﹤0.01% 869
2019
Q1
$10K Hold
86
﹤0.01% 1179
2018
Q4
$9K Sell
86
-53
-38% -$5.55K ﹤0.01% 1113
2018
Q3
$17K Sell
139
-33
-19% -$4.04K ﹤0.01% 997
2018
Q2
$20K Buy
172
+93
+118% +$10.8K ﹤0.01% 945
2018
Q1
$8K Hold
79
﹤0.01% 1145
2017
Q4
$9K Buy
+79
New +$9K ﹤0.01% 1031