Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
1,078
+217
+25% +$77.5K ﹤0.01% 569
2025
Q1
$344K Buy
861
+198
+30% +$79.1K ﹤0.01% 596
2024
Q4
$238K Sell
663
-136
-17% -$48.8K ﹤0.01% 680
2024
Q3
$276K Buy
799
+46
+6% +$15.9K ﹤0.01% 584
2024
Q2
$221K Sell
753
-81
-10% -$23.8K ﹤0.01% 610
2024
Q1
$278K Buy
834
+122
+17% +$40.7K ﹤0.01% 600
2023
Q4
$207K Buy
712
+33
+5% +$9.59K ﹤0.01% 632
2023
Q3
$220K Buy
679
+22
+3% +$7.13K ﹤0.01% 610
2023
Q2
$227K Buy
657
+28
+4% +$9.67K ﹤0.01% 607
2023
Q1
$198K Buy
629
+67
+12% +$21.1K ﹤0.01% 586
2022
Q4
$169K Buy
562
+294
+110% +$88.4K ﹤0.01% 635
2022
Q3
$72K Buy
268
+243
+972% +$65.3K ﹤0.01% 754
2022
Q2
$7K Sell
25
-1
-4% -$280 ﹤0.01% 1054
2022
Q1
$8K Sell
26
-2,603
-99% -$801K ﹤0.01% 1092
2021
Q4
$790K Sell
2,629
-856
-25% -$257K ﹤0.01% 505
2021
Q3
$996K Buy
3,485
+23
+0.7% +$6.57K ﹤0.01% 457
2021
Q2
$827K Buy
3,462
+1,371
+66% +$328K ﹤0.01% 500
2021
Q1
$481K Buy
2,091
+1,132
+118% +$260K ﹤0.01% 563
2020
Q4
$202K Sell
959
-3
-0.3% -$632 ﹤0.01% 664
2020
Q3
$198K Buy
962
+254
+36% +$52.3K ﹤0.01% 579
2020
Q2
$136K Sell
708
-6,157
-90% -$1.18M ﹤0.01% 547
2020
Q1
$1.13M Sell
6,865
-795
-10% -$131K 0.01% 343
2019
Q4
$1.6M Sell
7,660
-1,689
-18% -$352K 0.01% 341
2019
Q3
$1.81M Buy
9,349
+9,049
+3,016% +$1.75M 0.01% 339
2019
Q2
$58K Buy
300
+10
+3% +$1.93K ﹤0.01% 296
2019
Q1
$50K Buy
290
+190
+190% +$32.8K ﹤0.01% 311
2018
Q4
$15K Buy
+100
New +$15K ﹤0.01% 321