Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$759K Buy
19,753
+12,187
+161% +$468K 0.03% 300
2025
Q1
$293K Buy
7,566
+6,152
+435% +$238K 0.02% 435
2024
Q4
$47.8K Buy
1,414
+480
+51% +$16.2K ﹤0.01% 922
2024
Q3
$38.2K Sell
934
-20
-2% -$818 ﹤0.01% 816
2024
Q2
$36.7K Sell
954
-1,642
-63% -$63.2K ﹤0.01% 758
2024
Q1
$111K Buy
2,596
+17
+0.7% +$729 0.01% 374
2023
Q4
$95.6K Buy
2,579
+101
+4% +$3.74K 0.01% 388
2023
Q3
$89.8K Buy
2,478
+565
+30% +$20.5K 0.01% 367
2023
Q2
$68.2K Buy
1,913
+823
+76% +$29.3K 0.01% 417
2023
Q1
$38.8K Buy
1,090
+377
+53% +$13.4K 0.01% 495
2022
Q4
$25.1K Hold
713
﹤0.01% 535
2022
Q3
$21K Buy
713
+38
+6% +$1.12K ﹤0.01% 562
2022
Q2
$37K Hold
675
0.01% 468
2022
Q1
$37K Sell
675
-27
-4% -$1.48K ﹤0.01% 492
2021
Q4
$39K Buy
702
+27
+4% +$1.5K ﹤0.01% 487
2021
Q3
$32K Buy
675
+13
+2% +$616 ﹤0.01% 502
2021
Q2
$33K Buy
+662
New +$33K ﹤0.01% 525
2020
Q4
$30K Hold
662
﹤0.01% 460
2020
Q3
$31K Hold
662
0.01% 434
2020
Q2
$34K Buy
662
+182
+38% +$9.35K 0.01% 414
2020
Q1
$23K Hold
480
0.01% 442
2019
Q4
$28K Hold
480
0.01% 388
2019
Q3
$26K Hold
480
0.01% 392
2019
Q2
$24K Buy
+480
New +$24K 0.01% 395
2018
Q4
$27K Sell
563
-223
-28% -$10.7K 0.01% 341
2018
Q3
$39K Sell
786
-1,605
-67% -$79.6K 0.02% 310
2018
Q2
$120K Buy
2,391
+96
+4% +$4.82K 0.05% 139
2018
Q1
$112K Buy
2,295
+885
+63% +$43.2K 0.06% 125
2017
Q4
$62K Buy
1,410
+72
+5% +$3.17K 0.03% 194
2017
Q3
$67K Sell
1,338
-152
-10% -$7.61K 0.03% 183
2017
Q2
$76K Buy
1,490
+76
+5% +$3.88K 0.04% 180
2017
Q1
$74K Buy
1,414
+3
+0.2% +$157 0.04% 157
2016
Q4
$68K Buy
+1,411
New +$68K 0.03% 140