Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
1,616
-65
-4% -$15.6K 0.01% 575
2025
Q1
$381K Buy
1,681
+1
+0.1% +$227 0.01% 568
2024
Q4
$345K Sell
1,680
-120
-7% -$24.7K 0.01% 586
2024
Q3
$437K Buy
1,800
+1
+0.1% +$243 0.01% 528
2024
Q2
$395K Buy
1,799
+100
+6% +$22K 0.01% 526
2024
Q1
$382K Hold
1,699
0.01% 534
2023
Q4
$374K Buy
1,699
+826
+95% +$182K 0.01% 530
2023
Q3
$192K Hold
873
0.01% 651
2023
Q2
$196K Hold
873
0.01% 637
2023
Q1
$167K Buy
873
+65
+8% +$12.4K ﹤0.01% 669
2022
Q4
$149K Sell
808
-7
-0.9% -$1.29K ﹤0.01% 710
2022
Q3
$136K Hold
815
﹤0.01% 793
2022
Q2
$168K Buy
815
+7
+0.9% +$1.44K ﹤0.01% 785
2022
Q1
$195K Hold
808
﹤0.01% 789
2021
Q4
$197K Hold
808
﹤0.01% 805
2021
Q3
$165K Hold
808
﹤0.01% 823
2021
Q2
$167K Buy
808
+27
+3% +$5.58K ﹤0.01% 773
2021
Q1
$149K Hold
781
﹤0.01% 762
2020
Q4
$148K Hold
781
﹤0.01% 658
2020
Q3
$138K Hold
781
0.01% 640
2020
Q2
$120K Hold
781
0.01% 660
2020
Q1
$109K Hold
781
0.01% 735
2019
Q4
$119K Buy
+781
New +$119K ﹤0.01% 736
2018
Q4
Sell
-781
Closed -$89K 1110
2018
Q3
$89K Buy
+781
New +$89K ﹤0.01% 778
2017
Q1
Sell
-650
Closed -$44K 1018
2016
Q4
$44K Buy
+650
New +$44K ﹤0.01% 798