Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
1,607
+1,142
+246% +$89.6K 0.01% 833
2025
Q1
$31.5K Sell
465
-107
-19% -$7.25K ﹤0.01% 1119
2024
Q4
$35.4K Buy
572
+46
+9% +$2.85K ﹤0.01% 1001
2024
Q3
$34.2K Sell
526
-10
-2% -$651 ﹤0.01% 869
2024
Q2
$28.8K Buy
536
+227
+73% +$12.2K ﹤0.01% 857
2024
Q1
$16.3K Hold
309
﹤0.01% 702
2023
Q4
$13.5K Sell
309
-90
-23% -$3.93K ﹤0.01% 713
2023
Q3
$17.6K Buy
399
+90
+29% +$3.97K ﹤0.01% 611
2023
Q2
$13.8K Sell
309
-83
-21% -$3.71K ﹤0.01% 652
2023
Q1
$17.4K Buy
392
+53
+16% +$2.35K ﹤0.01% 602
2022
Q4
$14.1K Hold
339
﹤0.01% 606
2022
Q3
$12K Hold
339
﹤0.01% 636
2022
Q2
$14K Hold
339
﹤0.01% 603
2022
Q1
$19K Hold
339
﹤0.01% 577
2021
Q4
$23K Hold
339
﹤0.01% 559
2021
Q3
$24K Sell
339
-1,606
-83% -$114K ﹤0.01% 541
2021
Q2
$137K Buy
+1,945
New +$137K 0.02% 281
2020
Q4
$98K Hold
1,945
0.01% 302
2020
Q3
$101K Hold
1,945
0.02% 269
2020
Q2
$102K Sell
1,945
-804
-29% -$42.2K 0.02% 256
2020
Q1
$83K Buy
2,749
+33
+1% +$996 0.02% 261
2019
Q4
$98K Buy
2,716
+3
+0.1% +$108 0.03% 248
2019
Q3
$106K Buy
2,713
+3
+0.1% +$117 0.03% 233
2019
Q2
$107K Buy
+2,710
New +$107K 0.04% 224
2018
Q4
$76K Buy
2,704
+733
+37% +$20.6K 0.03% 217
2018
Q3
$65K Sell
1,971
-2,266
-53% -$74.7K 0.03% 254
2018
Q2
$153K Buy
4,237
+592
+16% +$21.4K 0.07% 118
2018
Q1
$146K Sell
3,645
-3,139
-46% -$126K 0.08% 107
2017
Q4
$256K Buy
6,784
+6
+0.1% +$226 0.11% 77
2017
Q3
$260K Sell
6,778
-1,042
-13% -$40K 0.12% 70
2017
Q2
$272K Buy
7,820
+1,349
+21% +$46.9K 0.13% 65
2017
Q1
$217K Buy
6,471
+1,468
+29% +$49.2K 0.1% 67
2016
Q4
$149K Buy
+5,003
New +$149K 0.07% 76