Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
6,497
+402
+7% +$20.6K ﹤0.01% 967
2025
Q1
$217K Buy
6,095
+29
+0.5% +$1.03K ﹤0.01% 917
2024
Q4
$329K Sell
6,066
-62
-1% -$3.36K ﹤0.01% 793
2024
Q3
$292K Buy
6,128
+5,339
+677% +$255K ﹤0.01% 711
2024
Q2
$37.7K Buy
789
+73
+10% +$3.49K ﹤0.01% 1510
2024
Q1
$30.3K Buy
716
+83
+13% +$3.51K ﹤0.01% 1537
2023
Q4
$24.8K Buy
633
+27
+4% +$1.06K ﹤0.01% 1525
2023
Q3
$22.3K Buy
606
+10
+2% +$367 ﹤0.01% 1452
2023
Q2
$17.6K Sell
596
-84
-12% -$2.49K ﹤0.01% 1618
2023
Q1
$21K Sell
680
-484
-42% -$15K ﹤0.01% 1422
2022
Q4
$40.3K Buy
1,164
+84
+8% +$2.91K ﹤0.01% 1093
2022
Q3
$27K Buy
1,080
+448
+71% +$11.2K ﹤0.01% 1177
2022
Q2
$15K Buy
632
+130
+26% +$3.09K ﹤0.01% 1362
2022
Q1
$14K Hold
502
﹤0.01% 1373
2021
Q4
$12K Hold
502
﹤0.01% 1316
2021
Q3
$8K Buy
502
+18
+4% +$287 ﹤0.01% 1401
2021
Q2
$9K Hold
484
﹤0.01% 1065
2021
Q1
$11K Buy
+484
New +$11K ﹤0.01% 950
2020
Q2
Sell
-484
Closed -$3K 1241
2020
Q1
$3K Buy
+484
New +$3K ﹤0.01% 973
2018
Q2
Sell
-1
Closed 970
2018
Q1
$0 Sell
1
-1
-50% ﹤0.01% 830
2017
Q4
$0 Buy
+2
New ﹤0.01% 764
2016
Q3
Sell
-20
Closed -$1K 710
2016
Q2
$1K Hold
20
﹤0.01% 588
2016
Q1
$1K Hold
20
﹤0.01% 565
2015
Q4
$1K Hold
20
﹤0.01% 575
2015
Q3
$1K Hold
20
﹤0.01% 570
2015
Q2
$1K Hold
20
﹤0.01% 562
2015
Q1
$1K Buy
+20
New +$1K ﹤0.01% 562