Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
8,926
+1,222
+16% +$46.9K ﹤0.01% 955
2025
Q1
$289K Sell
7,704
-155
-2% -$5.81K ﹤0.01% 835
2024
Q4
$263K Buy
7,859
+5,001
+175% +$167K ﹤0.01% 858
2024
Q3
$117K Sell
2,858
-414
-13% -$16.9K ﹤0.01% 1016
2024
Q2
$129K Buy
3,272
+553
+20% +$21.8K ﹤0.01% 975
2024
Q1
$117K Buy
2,719
+150
+6% +$6.43K ﹤0.01% 961
2023
Q4
$95.2K Buy
2,569
+96
+4% +$3.56K ﹤0.01% 962
2023
Q3
$89.7K Sell
2,473
-243
-9% -$8.81K ﹤0.01% 920
2023
Q2
$96.8K Sell
2,716
-152
-5% -$5.42K ﹤0.01% 909
2023
Q1
$102K Buy
2,868
+632
+28% +$22.5K ﹤0.01% 853
2022
Q4
$78.6K Buy
2,236
+401
+22% +$14.1K ﹤0.01% 877
2022
Q3
$54K Buy
1,835
+67
+4% +$1.97K ﹤0.01% 932
2022
Q2
$96K Buy
1,768
+782
+79% +$42.5K ﹤0.01% 726
2022
Q1
$54K Buy
986
+268
+37% +$14.7K ﹤0.01% 860
2021
Q4
$40K Buy
718
+52
+8% +$2.9K ﹤0.01% 898
2021
Q3
$32K Hold
666
﹤0.01% 899
2021
Q2
$33K Sell
666
-7
-1% -$347 ﹤0.01% 719
2021
Q1
$30K Hold
673
﹤0.01% 682
2020
Q4
$31K Buy
673
+1
+0.1% +$46 ﹤0.01% 566
2020
Q3
$32K Buy
672
+20
+3% +$952 ﹤0.01% 492
2020
Q2
$33K Buy
652
+1
+0.2% +$51 ﹤0.01% 484
2020
Q1
$31K Buy
651
+8
+1% +$381 ﹤0.01% 484
2019
Q4
$38K Sell
643
-415
-39% -$24.5K ﹤0.01% 410
2019
Q3
$56K Sell
1,058
-48
-4% -$2.54K ﹤0.01% 307
2019
Q2
$55K Buy
1,106
+415
+60% +$20.6K ﹤0.01% 309
2019
Q1
$36K Buy
691
+122
+21% +$6.36K ﹤0.01% 365
2018
Q4
$27K Sell
569
-69
-11% -$3.27K ﹤0.01% 364
2018
Q3
$32K Buy
638
+42
+7% +$2.11K ﹤0.01% 352
2018
Q2
$30K Buy
596
+162
+37% +$8.15K ﹤0.01% 346
2018
Q1
$21K Buy
434
+12
+3% +$581 ﹤0.01% 369
2017
Q4
$19K Sell
422
-5
-1% -$225 ﹤0.01% 383
2017
Q3
$22K Buy
427
+102
+31% +$5.26K ﹤0.01% 349
2017
Q2
$18K Buy
325
+114
+54% +$6.31K ﹤0.01% 391
2017
Q1
$11K Buy
211
+46
+28% +$2.4K ﹤0.01% 433
2016
Q4
$8K Hold
165
﹤0.01% 418
2016
Q3
$9K Buy
165
+49
+42% +$2.67K ﹤0.01% 426
2016
Q2
$6K Hold
116
﹤0.01% 433
2016
Q1
$6K Buy
116
+48
+71% +$2.48K ﹤0.01% 426
2015
Q4
$3K Sell
68
-1,028
-94% -$45.4K ﹤0.01% 500
2015
Q3
$53K Hold
1,096
0.02% 206
2015
Q2
$57K Hold
1,096
0.02% 200
2015
Q1
$63K Buy
+1,096
New +$63K 0.02% 186