Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
570
-13
-2% -$5.14K 0.01% 214
2025
Q1
$217K Hold
583
0.02% 213
2024
Q4
$210K Sell
583
-338
-37% -$122K 0.01% 227
2024
Q3
$333K Hold
921
0.03% 168
2024
Q2
$313K Sell
921
-1,233
-57% -$420K 0.03% 156
2024
Q1
$771K Buy
2,154
+1,272
+144% +$455K 0.06% 105
2023
Q4
$264K Buy
+882
New +$264K 0.03% 152
2021
Q1
Sell
-1,272
Closed -$312K 217
2020
Q4
$312K Buy
1,272
+42
+3% +$10.3K 0.03% 143
2020
Q3
$256K Buy
1,230
+51
+4% +$10.6K 0.02% 154
2020
Q2
$212K Buy
+1,179
New +$212K 0.03% 149
2020
Q1
Sell
-1,184
Closed -$249K 203
2019
Q4
$249K Buy
1,184
+17
+1% +$3.58K 0.03% 166
2019
Q3
$252K Sell
1,167
-108
-8% -$23.3K 0.04% 112
2019
Q2
$262K Buy
1,275
+127
+11% +$26.1K 0.04% 102
2019
Q1
$227K Buy
+1,148
New +$227K 0.03% 120
2018
Q4
Sell
-1,148
Closed -$204K 142
2018
Q3
$204K Buy
+1,148
New +$204K 0.03% 104