Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Buy
6,302
+670
+12% +$32.2K ﹤0.01% 1034
2025
Q1
$226K Sell
5,632
-134
-2% -$5.38K ﹤0.01% 1100
2024
Q4
$264K Buy
5,766
+976
+20% +$44.7K ﹤0.01% 1061
2024
Q3
$225K Sell
4,790
-304
-6% -$14.2K ﹤0.01% 1145
2024
Q2
$215K Sell
5,094
-220
-4% -$9.3K ﹤0.01% 1126
2024
Q1
$235K Buy
5,314
+88
+2% +$3.89K ﹤0.01% 1100
2023
Q4
$241K Sell
5,226
-838
-14% -$38.6K ﹤0.01% 1083
2023
Q3
$260K Buy
6,064
+237
+4% +$10.2K ﹤0.01% 1002
2023
Q2
$278K Sell
5,827
-426
-7% -$20.3K ﹤0.01% 997
2023
Q1
$305K Buy
6,253
+165
+3% +$8.04K ﹤0.01% 978
2022
Q4
$322K Buy
6,088
+948
+18% +$50.1K ﹤0.01% 954
2022
Q3
$225K Sell
5,140
-226
-4% -$9.89K ﹤0.01% 1044
2022
Q2
$269K Buy
+5,366
New +$269K ﹤0.01% 992
2021
Q3
Sell
-4,725
Closed -$242K 1178
2021
Q2
$242K Buy
4,725
+426
+10% +$21.8K ﹤0.01% 1076
2021
Q1
$222K Sell
4,299
-161
-4% -$8.31K ﹤0.01% 1072
2020
Q4
$250K Buy
+4,460
New +$250K ﹤0.01% 986
2018
Q2
Sell
-9,619
Closed -$330K 877
2018
Q1
$330K Sell
9,619
-189
-2% -$6.48K ﹤0.01% 688
2017
Q4
$322K Buy
9,808
+849
+9% +$27.9K ﹤0.01% 700
2017
Q3
$300K Buy
8,959
+1,037
+13% +$34.7K ﹤0.01% 704
2017
Q2
$282K Buy
+7,922
New +$282K ﹤0.01% 702