Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Sell
1,098
-89
-7% -$12.1K 0.01% 273
2025
Q1
$157K Buy
1,187
+225
+23% +$29.8K 0.01% 244
2024
Q4
$109K Buy
962
+64
+7% +$7.24K 0.01% 303
2024
Q3
$102K Sell
898
-252
-22% -$28.7K ﹤0.01% 305
2024
Q2
$120K Sell
1,150
-541
-32% -$56.2K 0.01% 275
2024
Q1
$192K Buy
1,691
+174
+11% +$19.8K 0.01% 206
2023
Q4
$167K Buy
1,517
+378
+33% +$41.6K 0.01% 208
2023
Q3
$110K Sell
1,139
-45
-4% -$4.36K 0.01% 241
2023
Q2
$129K Buy
1,184
+143
+14% +$15.6K 0.01% 218
2023
Q1
$105K Buy
1,041
+110
+12% +$11.1K 0.01% 226
2022
Q4
$102K Buy
931
+8
+0.9% +$879 0.01% 231
2022
Q3
$89K Buy
923
+80
+9% +$7.71K 0.01% 236
2022
Q2
$92K Buy
843
+1
+0.1% +$109 0.01% 218
2022
Q1
$100K Buy
842
+78
+10% +$9.26K 0.01% 210
2021
Q4
$108K Hold
764
0.01% 193
2021
Q3
$90K Hold
764
0.01% 196
2021
Q2
$89K Buy
764
+275
+56% +$32K 0.01% 188
2021
Q1
$59K Buy
+489
New +$59K 0.01% 219
2020
Q4
Hold
0
451
2019
Q3
Sell
-15
Closed -$1K 357
2019
Q2
$1K Hold
15
﹤0.01% 313
2019
Q1
$1K Hold
15
﹤0.01% 321
2018
Q4
$1K Hold
15
﹤0.01% 324
2018
Q3
$1K Hold
15
﹤0.01% 312
2018
Q2
$0 Buy
+15
New ﹤0.01% 340
2017
Q4
Sell
-206
Closed -$11K 340
2017
Q3
$11K Buy
+206
New +$11K 0.01% 221