Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
1,566
+110
+8% +$14.3K ﹤0.01% 1163
2025
Q1
$168K Buy
1,456
+81
+6% +$9.34K ﹤0.01% 1001
2024
Q4
$168K Buy
1,375
+546
+66% +$66.7K ﹤0.01% 1006
2024
Q3
$125K Sell
829
-59
-7% -$8.87K ﹤0.01% 987
2024
Q2
$144K Buy
888
+26
+3% +$4.23K ﹤0.01% 923
2024
Q1
$171K Sell
862
-52
-6% -$10.3K ﹤0.01% 830
2023
Q4
$159K Buy
914
+112
+14% +$19.5K ﹤0.01% 784
2023
Q3
$125K Sell
802
-172
-18% -$26.9K ﹤0.01% 804
2023
Q2
$160K Buy
974
+198
+26% +$32.5K ﹤0.01% 752
2023
Q1
$120K Sell
776
-6
-0.8% -$926 ﹤0.01% 799
2022
Q4
$103K Buy
782
+26
+3% +$3.43K ﹤0.01% 808
2022
Q3
$81K Sell
756
-110
-13% -$11.8K ﹤0.01% 824
2022
Q2
$90K Buy
866
+38
+5% +$3.95K ﹤0.01% 747
2022
Q1
$123K Sell
828
-60
-7% -$8.91K ﹤0.01% 677
2021
Q4
$101K Buy
888
+345
+64% +$39.2K ﹤0.01% 677
2021
Q3
$54K Buy
543
+9
+2% +$895 ﹤0.01% 761
2021
Q2
$51K Buy
534
+2
+0.4% +$191 ﹤0.01% 609
2021
Q1
$43K Buy
532
+4
+0.8% +$323 ﹤0.01% 603
2020
Q4
$28K Buy
528
+3
+0.6% +$159 ﹤0.01% 587
2020
Q3
$24K Buy
525
+4
+0.8% +$183 ﹤0.01% 542
2020
Q2
$22K Buy
521
+5
+1% +$211 ﹤0.01% 571
2020
Q1
$19K Buy
516
+3
+0.6% +$110 ﹤0.01% 571
2019
Q4
$29K Buy
513
+70
+16% +$3.96K ﹤0.01% 452
2019
Q3
$23K Buy
443
+3
+0.7% +$156 ﹤0.01% 440
2019
Q2
$24K Buy
440
+3
+0.7% +$164 ﹤0.01% 428
2019
Q1
$25K Buy
437
+3
+0.7% +$172 ﹤0.01% 422
2018
Q4
$22K Buy
434
+3
+0.7% +$152 ﹤0.01% 393
2018
Q3
$27K Buy
431
+2
+0.5% +$125 ﹤0.01% 380
2018
Q2
$27K Buy
429
+3
+0.7% +$189 ﹤0.01% 362
2018
Q1
$26K Buy
426
+3
+0.7% +$183 ﹤0.01% 332
2017
Q4
$27K Buy
423
+2
+0.5% +$128 ﹤0.01% 326
2017
Q3
$24K Buy
421
+3
+0.7% +$171 ﹤0.01% 340
2017
Q2
$24K Buy
418
+3
+0.7% +$172 ﹤0.01% 345
2017
Q1
$25K Buy
415
+2
+0.5% +$120 ﹤0.01% 328
2016
Q4
$25K Buy
413
+3
+0.7% +$182 ﹤0.01% 291
2016
Q3
$20K Buy
410
+3
+0.7% +$146 ﹤0.01% 326
2016
Q2
$20K Buy
407
+3
+0.7% +$147 ﹤0.01% 311
2016
Q1
$19K Buy
404
+4
+1% +$188 ﹤0.01% 313
2015
Q4
$16K Hold
400
﹤0.01% 335
2015
Q3
$15K Hold
400
0.01% 342
2015
Q2
$18K Hold
400
0.01% 314
2015
Q1
$19K Buy
+400
New +$19K 0.01% 307