Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
3,222
-43
-1% -$6.32K ﹤0.01% 879
2025
Q1
$513K Sell
3,265
-289
-8% -$45.4K ﹤0.01% 834
2024
Q4
$623K Sell
3,554
-70
-2% -$12.3K ﹤0.01% 777
2024
Q3
$760K Buy
3,624
+60
+2% +$12.6K ﹤0.01% 730
2024
Q2
$631K Hold
3,564
﹤0.01% 767
2024
Q1
$847K Sell
3,564
-8
-0.2% -$1.9K 0.01% 672
2023
Q4
$695K Sell
3,572
-14
-0.4% -$2.72K ﹤0.01% 728
2023
Q3
$674K Hold
3,586
0.01% 693
2023
Q2
$653K Hold
3,586
﹤0.01% 714
2023
Q1
$659K Sell
3,586
-76
-2% -$14K 0.01% 705
2022
Q4
$599K Sell
3,662
-50
-1% -$8.18K ﹤0.01% 716
2022
Q3
$471K Buy
3,712
+1,302
+54% +$165K ﹤0.01% 787
2022
Q2
$374K Buy
+2,410
New +$374K ﹤0.01% 876
2020
Q2
Sell
-16,992
Closed -$1.78M 1065
2020
Q1
$1.78M Buy
16,992
+135
+0.8% +$14.1K 0.02% 375
2019
Q4
$3.53M Buy
16,857
+938
+6% +$196K 0.03% 308
2019
Q3
$3.22M Buy
15,919
+13,091
+463% +$2.65M 0.03% 316
2019
Q2
$588K Buy
2,828
+924
+49% +$192K 0.01% 556
2019
Q1
$365K Buy
1,904
+41
+2% +$7.86K ﹤0.01% 662
2018
Q4
$261K Buy
1,863
+131
+8% +$18.4K ﹤0.01% 734
2018
Q3
$348K Buy
1,732
+80
+5% +$16.1K ﹤0.01% 696
2018
Q2
$314K Sell
1,652
-700
-30% -$133K ﹤0.01% 711
2018
Q1
$368K Sell
2,352
-352
-13% -$55.1K ﹤0.01% 656
2017
Q4
$382K Sell
2,704
-400
-13% -$56.5K 0.01% 652
2017
Q3
$348K Hold
3,104
﹤0.01% 661
2017
Q2
$324K Buy
3,104
+200
+7% +$20.9K ﹤0.01% 660
2017
Q1
$300K Buy
+2,904
New +$300K ﹤0.01% 675