Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
3,228
+418
+15% +$76.6K ﹤0.01% 782
2025
Q1
$477K Buy
2,810
+59
+2% +$10K ﹤0.01% 691
2024
Q4
$547K Buy
2,751
+258
+10% +$51.3K ﹤0.01% 664
2024
Q3
$478K Buy
2,493
+375
+18% +$71.9K ﹤0.01% 579
2024
Q2
$389K Buy
2,118
+1,616
+322% +$297K ﹤0.01% 631
2024
Q1
$89K Sell
502
-7
-1% -$1.24K ﹤0.01% 1062
2023
Q4
$78.3K Sell
509
-9
-2% -$1.38K ﹤0.01% 1033
2023
Q3
$72.3K Buy
518
+291
+128% +$40.6K ﹤0.01% 993
2023
Q2
$33.5K Sell
227
-4
-2% -$591 ﹤0.01% 1274
2023
Q1
$35.1K Buy
231
+64
+38% +$9.72K ﹤0.01% 1204
2022
Q4
$22.6K Buy
167
+26
+18% +$3.52K ﹤0.01% 1307
2022
Q3
$16K Sell
141
-33
-19% -$3.75K ﹤0.01% 1383
2022
Q2
$21K Buy
174
+62
+55% +$7.48K ﹤0.01% 1222
2022
Q1
$18K Sell
112
-84
-43% -$13.5K ﹤0.01% 1296
2021
Q4
$36K Buy
196
+61
+45% +$11.2K ﹤0.01% 920
2021
Q3
$21K Buy
135
+35
+35% +$5.44K ﹤0.01% 1001
2021
Q2
$15K Sell
100
-3
-3% -$450 ﹤0.01% 919
2021
Q1
$14K Sell
103
-93
-47% -$12.6K ﹤0.01% 880
2020
Q4
$25K Hold
196
﹤0.01% 608
2020
Q3
$21K Sell
196
-113
-37% -$12.1K ﹤0.01% 558
2020
Q2
$30K Hold
309
﹤0.01% 500
2020
Q1
$26K Buy
309
+96
+45% +$8.08K ﹤0.01% 514
2019
Q4
$25K Buy
213
+113
+113% +$13.3K ﹤0.01% 481
2019
Q3
$10K Hold
100
﹤0.01% 580
2019
Q2
$10K Hold
100
﹤0.01% 581
2019
Q1
$9K Hold
100
﹤0.01% 586
2018
Q4
$7K Hold
100
﹤0.01% 571
2018
Q3
$9K Hold
100
﹤0.01% 573
2018
Q2
$7K Sell
100
-24
-19% -$1.68K ﹤0.01% 571
2018
Q1
$10K Hold
124
﹤0.01% 484
2017
Q4
$10K Hold
124
﹤0.01% 468
2017
Q3
$9K Hold
124
﹤0.01% 480
2017
Q2
$8K Hold
124
﹤0.01% 499
2017
Q1
$8K Hold
124
﹤0.01% 466
2016
Q4
$7K Buy
+124
New +$7K ﹤0.01% 436