Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$188K Buy
698
+15
+2% +$4.04K ﹤0.01% 724
2025
Q1
$173K Buy
683
+1
+0.1% +$253 ﹤0.01% 732
2024
Q4
$160K Hold
682
﹤0.01% 757
2024
Q3
$174K Sell
682
-99
-13% -$25.3K ﹤0.01% 709
2024
Q2
$186K Hold
781
﹤0.01% 663
2024
Q1
$180K Buy
781
+48
+7% +$11.1K ﹤0.01% 683
2023
Q4
$145K Sell
733
-50
-6% -$9.91K ﹤0.01% 705
2023
Q3
$133K Sell
783
-15
-2% -$2.54K ﹤0.01% 715
2023
Q2
$149K Buy
798
+5
+0.6% +$933 ﹤0.01% 694
2023
Q1
$131K Buy
793
+16
+2% +$2.65K ﹤0.01% 708
2022
Q4
$113K Sell
777
-81
-9% -$11.8K ﹤0.01% 778
2022
Q3
$124K Buy
858
+6
+0.7% +$867 ﹤0.01% 811
2022
Q2
$131K Sell
852
-25
-3% -$3.84K ﹤0.01% 851
2022
Q1
$155K Buy
877
+8
+0.9% +$1.41K ﹤0.01% 859
2021
Q4
$204K Buy
869
+50
+6% +$11.7K ﹤0.01% 786
2021
Q3
$171K Hold
819
﹤0.01% 813
2021
Q2
$169K Sell
819
-96
-10% -$19.8K ﹤0.01% 768
2021
Q1
$196K Hold
915
0.01% 703
2020
Q4
$198K Hold
915
0.01% 615
2020
Q3
$183K Buy
915
+150
+20% +$30K 0.01% 599
2020
Q2
$152K Buy
765
+81
+12% +$16.1K 0.01% 616
2020
Q1
$107K Buy
684
+25
+4% +$3.91K ﹤0.01% 738
2019
Q4
$127K Buy
+659
New +$127K ﹤0.01% 729
2018
Q4
Sell
-684
Closed -$107K 764
2018
Q3
$107K Buy
+684
New +$107K ﹤0.01% 738
2017
Q1
Sell
-426
Closed -$50K 728
2016
Q4
$50K Buy
+426
New +$50K ﹤0.01% 777