Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
5,570
-2,132
-28% -$52.1K 0.01% 807
2025
Q1
$213K Buy
7,702
+635
+9% +$17.6K 0.01% 510
2024
Q4
$231K Buy
7,067
+5,741
+433% +$187K 0.01% 455
2024
Q3
$47.5K Buy
1,326
+511
+63% +$18.3K ﹤0.01% 741
2024
Q2
$28.5K Buy
815
+167
+26% +$5.85K ﹤0.01% 864
2024
Q1
$19.6K Buy
648
+4
+0.6% +$121 ﹤0.01% 677
2023
Q4
$19.4K Sell
644
-45
-7% -$1.35K ﹤0.01% 652
2023
Q3
$17.7K Buy
689
+59
+9% +$1.52K ﹤0.01% 609
2023
Q2
$19.3K Sell
630
-135
-18% -$4.14K ﹤0.01% 591
2023
Q1
$22.4K Buy
765
+6
+0.8% +$176 ﹤0.01% 571
2022
Q4
$20.4K Sell
759
-31
-4% -$833 ﹤0.01% 558
2022
Q3
$20K Sell
790
-37
-4% -$937 ﹤0.01% 571
2022
Q2
$27K Buy
827
+43
+5% +$1.4K ﹤0.01% 524
2022
Q1
$28K Buy
784
+3
+0.4% +$107 ﹤0.01% 535
2021
Q4
$29K Buy
781
+2
+0.3% +$74 ﹤0.01% 534
2021
Q3
$21K Buy
779
+2
+0.3% +$54 ﹤0.01% 553
2021
Q2
$23K Buy
+777
New +$23K ﹤0.01% 567
2020
Q4
$19K Buy
773
+3
+0.4% +$74 ﹤0.01% 508
2020
Q3
$15K Buy
770
+161
+26% +$3.14K ﹤0.01% 503
2020
Q2
$11K Buy
609
+203
+50% +$3.67K ﹤0.01% 525
2020
Q1
$7K Buy
406
+2
+0.5% +$34 ﹤0.01% 548
2019
Q4
$8K Buy
404
+3
+0.7% +$59 ﹤0.01% 483
2019
Q3
$8K Buy
401
+2
+0.5% +$40 ﹤0.01% 475
2019
Q2
$8K Buy
+399
New +$8K ﹤0.01% 477
2018
Q4
$12K Buy
575
+182
+46% +$3.8K ﹤0.01% 418
2018
Q3
$10K Sell
393
-427
-52% -$10.9K ﹤0.01% 464
2018
Q2
$18K Buy
820
+22
+3% +$483 0.01% 301
2018
Q1
$17K Buy
798
+85
+12% +$1.81K 0.01% 291
2017
Q4
$14K Buy
713
+102
+17% +$2K 0.01% 306
2017
Q3
$12K Sell
611
-139
-19% -$2.73K 0.01% 314
2017
Q2
$13K Buy
750
+165
+28% +$2.86K 0.01% 329
2017
Q1
$10K Sell
585
-150
-20% -$2.56K ﹤0.01% 328
2016
Q4
$11K Buy
+735
New +$11K 0.01% 312