Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Buy
12,641
+761
+6% +$8.52K ﹤0.01% 1507
2025
Q1
$109K Hold
11,880
﹤0.01% 1641
2024
Q4
$93.5K Hold
11,880
﹤0.01% 1820
2024
Q3
$149K Buy
11,880
+1,312
+12% +$16.4K ﹤0.01% 1532
2024
Q2
$63.5K Hold
10,568
﹤0.01% 2002
2024
Q1
$70.3K Hold
10,568
﹤0.01% 1946
2023
Q4
$109K Hold
10,568
﹤0.01% 1676
2023
Q3
$74.4K Buy
10,568
+1,784
+20% +$12.6K ﹤0.01% 1857
2023
Q2
$109K Buy
8,784
+807
+10% +$10K ﹤0.01% 1537
2023
Q1
$72.3K Hold
7,977
﹤0.01% 1748
2022
Q4
$50.2K Hold
7,977
﹤0.01% 2050
2022
Q3
$46K Hold
7,977
﹤0.01% 2040
2022
Q2
$65K Hold
7,977
﹤0.01% 1819
2022
Q1
$144K Hold
7,977
0.01% 1398
2021
Q4
$306K Hold
7,977
0.01% 979
2021
Q3
$400K Hold
7,977
0.01% 856
2021
Q2
$506K Sell
7,977
-135
-2% -$8.56K 0.02% 790
2021
Q1
$540K Sell
8,112
-313
-4% -$20.8K 0.02% 761
2020
Q4
$578K Buy
8,425
+165
+2% +$11.3K 0.03% 726
2020
Q3
$412K Sell
8,260
-217
-3% -$10.8K 0.02% 765
2020
Q2
$355K Buy
8,477
+525
+7% +$22K 0.02% 800
2020
Q1
$123K Buy
7,952
+425
+6% +$6.57K 0.01% 1163
2019
Q4
$159K Hold
7,527
0.01% 1232
2019
Q3
$127K Hold
7,527
0.01% 1329
2019
Q2
$135K Buy
7,527
+1,353
+22% +$24.3K 0.01% 1304
2019
Q1
$125K Hold
6,174
0.01% 1341
2018
Q4
$89K Hold
6,174
﹤0.01% 1467
2018
Q3
$115K Hold
6,174
0.01% 1463
2018
Q2
$143K Buy
6,174
+1,256
+26% +$29.1K 0.01% 1294
2018
Q1
$112K Buy
4,918
+4,006
+439% +$91.2K 0.01% 1419
2017
Q4
$29K Buy
+912
New +$29K ﹤0.01% 2242