Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
152,451
+2,153
+1% +$3.02K ﹤0.01% 1699
2025
Q1
$240K Buy
150,298
+6,300
+4% +$10.1K ﹤0.01% 1706
2024
Q4
$508K Sell
143,998
-10,425
-7% -$36.8K ﹤0.01% 1637
2024
Q3
$699K Buy
154,423
+7,143
+5% +$32.3K ﹤0.01% 1610
2024
Q2
$624K Buy
147,280
+82,842
+129% +$351K ﹤0.01% 1626
2024
Q1
$212K Buy
64,438
+7,034
+12% +$23.1K ﹤0.01% 1823
2023
Q4
$120K Sell
57,404
-4,020
-7% -$8.4K ﹤0.01% 1907
2023
Q3
$130K Buy
61,424
+27,800
+83% +$58.8K ﹤0.01% 1917
2023
Q2
$109K Sell
33,624
-1,390
-4% -$4.51K ﹤0.01% 1916
2023
Q1
$76K Buy
35,014
+6,956
+25% +$15.1K ﹤0.01% 2012
2022
Q4
$68K Sell
28,058
-1,050
-4% -$2.55K ﹤0.01% 2040
2022
Q3
$68K Buy
29,108
+11,672
+67% +$27.3K ﹤0.01% 2053
2022
Q2
$27K Buy
17,436
+368
+2% +$570 ﹤0.01% 2203
2022
Q1
$24K Buy
17,068
+4,042
+31% +$5.68K ﹤0.01% 2320
2021
Q4
$16K Buy
13,026
+3,834
+42% +$4.71K ﹤0.01% 2412
2021
Q3
$13K Hold
9,192
﹤0.01% 2488
2021
Q2
$13K Sell
9,192
-17,332
-65% -$24.5K ﹤0.01% 2529
2021
Q1
$41K Hold
26,524
﹤0.01% 2350
2020
Q4
$42K Hold
26,524
﹤0.01% 2345
2020
Q3
$46K Hold
26,524
﹤0.01% 2201
2020
Q2
$57K Buy
26,524
+19,574
+282% +$42.1K ﹤0.01% 2186
2020
Q1
$8K Hold
6,950
﹤0.01% 2529
2019
Q4
$9K Buy
+6,950
New +$9K ﹤0.01% 2584
2019
Q3
Sell
-13,098
Closed -$18K 1572
2019
Q2
$18K Hold
13,098
﹤0.01% 2592
2019
Q1
$22K Hold
13,098
﹤0.01% 2365
2018
Q4
$13K Hold
13,098
﹤0.01% 2565
2018
Q3
$23K Hold
13,098
﹤0.01% 2493
2018
Q2
$45K Hold
13,098
﹤0.01% 2424
2018
Q1
$56K Hold
13,098
﹤0.01% 2337
2017
Q4
$24K Hold
13,098
﹤0.01% 2482
2017
Q3
$29K Hold
13,098
﹤0.01% 2441
2017
Q2
$36K Hold
13,098
﹤0.01% 2409
2017
Q1
$30K Hold
13,098
﹤0.01% 2408
2016
Q4
$27K Hold
13,098
﹤0.01% 2449
2016
Q3
$30K Hold
13,098
﹤0.01% 2430
2016
Q2
$35K Hold
13,098
﹤0.01% 2391
2016
Q1
$38K Hold
13,098
﹤0.01% 2215
2015
Q4
$63K Hold
13,098
﹤0.01% 2043
2015
Q3
$36K Hold
13,098
﹤0.01% 2204
2015
Q2
$56K Buy
+13,098
New +$56K ﹤0.01% 2155