Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
6,815
+1,769
+35% +$73.9K ﹤0.01% 1028
2025
Q1
$206K Buy
5,046
+21
+0.4% +$857 ﹤0.01% 934
2024
Q4
$274K Sell
5,025
-71
-1% -$3.87K ﹤0.01% 848
2024
Q3
$336K Sell
5,096
-331
-6% -$21.8K ﹤0.01% 680
2024
Q2
$314K Buy
5,427
+215
+4% +$12.4K ﹤0.01% 684
2024
Q1
$332K Sell
5,212
-176
-3% -$11.2K ﹤0.01% 645
2023
Q4
$340K Sell
5,388
-192
-3% -$12.1K ﹤0.01% 615
2023
Q3
$374K Buy
5,580
+103
+2% +$6.9K ﹤0.01% 550
2023
Q2
$572K Buy
5,477
+3,292
+151% +$344K ﹤0.01% 467
2023
Q1
$267K Sell
2,185
-135
-6% -$16.5K ﹤0.01% 589
2022
Q4
$290K Buy
2,320
+998
+75% +$125K ﹤0.01% 564
2022
Q3
$140K Buy
1,322
+297
+29% +$31.5K ﹤0.01% 676
2022
Q2
$110K Buy
1,025
+28
+3% +$3.01K ﹤0.01% 691
2022
Q1
$131K Buy
997
+691
+226% +$90.8K ﹤0.01% 654
2021
Q4
$34K Buy
306
+300
+5,000% +$33.3K ﹤0.01% 944
2021
Q3
$1K Buy
+6
New +$1K ﹤0.01% 1752
2021
Q2
Sell
-1
Closed 1592
2021
Q1
$0 Hold
1
﹤0.01% 1532
2020
Q4
$0 Hold
1
﹤0.01% 1375
2020
Q3
$0 Hold
1
﹤0.01% 1201
2020
Q2
$0 Hold
1
﹤0.01% 1242
2020
Q1
$0 Buy
+1
New ﹤0.01% 1263
2019
Q1
Sell
-334
Closed -$21K 985
2018
Q4
$21K Buy
+334
New +$21K ﹤0.01% 398
2016
Q3
Sell
-23
Closed -$1K 711
2016
Q2
$1K Hold
23
﹤0.01% 589
2016
Q1
$1K Hold
23
﹤0.01% 566
2015
Q4
$1K Hold
23
﹤0.01% 576
2015
Q3
$1K Hold
23
﹤0.01% 571
2015
Q2
$1K Hold
23
﹤0.01% 563
2015
Q1
$1K Buy
+23
New +$1K ﹤0.01% 563