Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
1,111
+13
+1% +$4.08K ﹤0.01% 873
2025
Q1
$335K Buy
1,098
+100
+10% +$30.5K ﹤0.01% 859
2024
Q4
$332K Hold
998
﹤0.01% 831
2024
Q3
$333K Buy
998
+140
+16% +$46.7K ﹤0.01% 911
2024
Q2
$353K Hold
858
﹤0.01% 724
2024
Q1
$347K Sell
858
-289
-25% -$117K ﹤0.01% 848
2023
Q4
$352K Sell
1,147
-65
-5% -$19.9K ﹤0.01% 760
2023
Q3
$293K Sell
1,212
-599
-33% -$145K ﹤0.01% 889
2023
Q2
$435K Buy
1,811
+10
+0.6% +$2.4K ﹤0.01% 648
2023
Q1
$339K Sell
1,801
-262
-13% -$49.3K ﹤0.01% 720
2022
Q4
$438K Sell
2,063
-5
-0.2% -$1.06K ﹤0.01% 622
2022
Q3
$325K Buy
+2,068
New +$325K ﹤0.01% 686
2022
Q1
Sell
-2,032
Closed -$442K 915
2021
Q4
$442K Buy
2,032
+25
+1% +$5.44K 0.01% 562
2021
Q3
$380K Sell
2,007
-78
-4% -$14.8K ﹤0.01% 612
2021
Q2
$368K Hold
2,085
﹤0.01% 635
2021
Q1
$342K Sell
2,085
-97
-4% -$15.9K ﹤0.01% 636
2020
Q4
$304K Sell
2,182
-66
-3% -$9.2K ﹤0.01% 704
2020
Q3
$251K Sell
2,248
-535
-19% -$59.7K ﹤0.01% 772
2020
Q2
$259K Sell
2,783
-309
-10% -$28.8K ﹤0.01% 618
2020
Q1
$227K Sell
3,092
-981
-24% -$72K ﹤0.01% 678
2019
Q4
$342K Sell
4,073
-177
-4% -$14.9K ﹤0.01% 748
2019
Q3
$357K Sell
4,250
-2,970
-41% -$249K ﹤0.01% 666
2019
Q2
$472K Sell
7,220
-380
-5% -$24.8K ﹤0.01% 540
2019
Q1
$448K Buy
7,600
+517
+7% +$30.5K ﹤0.01% 555
2018
Q4
$375K Sell
7,083
-587
-8% -$31.1K ﹤0.01% 652
2018
Q3
$460K Buy
+7,670
New +$460K ﹤0.01% 826