Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
2,251
+183
+9% +$23.7K ﹤0.01% 1018
2025
Q1
$239K Buy
2,068
+784
+61% +$90.7K ﹤0.01% 885
2024
Q4
$156K Buy
1,284
+142
+12% +$17.3K ﹤0.01% 1039
2024
Q3
$154K Buy
1,142
+406
+55% +$54.8K ﹤0.01% 904
2024
Q2
$101K Buy
736
+15
+2% +$2.06K ﹤0.01% 1069
2024
Q1
$93.2K Buy
721
+12
+2% +$1.55K ﹤0.01% 1043
2023
Q4
$81.1K Sell
709
-10
-1% -$1.14K ﹤0.01% 1023
2023
Q3
$65.5K Sell
719
-192
-21% -$17.5K ﹤0.01% 1031
2023
Q2
$103K Sell
911
-3,045
-77% -$343K ﹤0.01% 889
2023
Q1
$414K Buy
3,956
+38
+1% +$3.98K ﹤0.01% 504
2022
Q4
$433K Buy
3,918
+12
+0.3% +$1.33K ﹤0.01% 485
2022
Q3
$341K Buy
3,906
+522
+15% +$45.6K ﹤0.01% 492
2022
Q2
$265K Sell
3,384
-435
-11% -$34.1K ﹤0.01% 503
2022
Q1
$326K Buy
3,819
+457
+14% +$39K ﹤0.01% 466
2021
Q4
$403K Buy
3,362
+353
+12% +$42.3K 0.01% 404
2021
Q3
$372K Buy
3,009
+9
+0.3% +$1.11K 0.01% 366
2021
Q2
$360K Hold
3,000
0.01% 295
2021
Q1
$316K Hold
3,000
0.01% 292
2020
Q4
$305K Hold
3,000
0.01% 233
2020
Q3
$252K Hold
3,000
0.01% 219
2020
Q2
$195K Hold
3,000
0.01% 240
2020
Q1
$195K Hold
3,000
0.01% 244
2019
Q4
$236K Buy
+3,000
New +$236K 0.01% 178