Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
1,898
-31
-2% -$6.47K 0.01% 431
2025
Q1
$419K Buy
1,929
+105
+6% +$22.8K 0.02% 407
2024
Q4
$376K Buy
1,824
+540
+42% +$111K 0.01% 394
2024
Q3
$226K Buy
1,284
+16
+1% +$2.82K 0.01% 527
2024
Q2
$207K Buy
+1,268
New +$207K 0.01% 530
2022
Q3
Sell
-123
Closed -$12K 746
2022
Q2
$12K Buy
+123
New +$12K ﹤0.01% 920
2021
Q4
Sell
-469
Closed -$73K 574
2021
Q3
$73K Buy
469
+45
+11% +$7K 0.01% 507
2021
Q2
$61K Buy
424
+134
+46% +$19.3K 0.01% 525
2021
Q1
$38K Buy
290
+44
+18% +$5.77K ﹤0.01% 551
2020
Q4
$29K Buy
246
+106
+76% +$12.5K ﹤0.01% 538
2020
Q3
$13K Buy
140
+20
+17% +$1.86K ﹤0.01% 629
2020
Q2
$12K Buy
120
+80
+200% +$8K ﹤0.01% 534
2020
Q1
$3K Sell
40
-14
-26% -$1.05K ﹤0.01% 611
2019
Q4
$5K Hold
54
﹤0.01% 543
2019
Q3
$5K Buy
54
+4
+8% +$370 ﹤0.01% 576
2019
Q2
$4K Buy
50
+7
+16% +$560 ﹤0.01% 647
2019
Q1
$4K Buy
+43
New +$4K ﹤0.01% 586