Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
4,271
+411
+11% +$28K 0.01% 514
2025
Q1
$234K Sell
3,860
-42
-1% -$2.55K 0.01% 546
2024
Q4
$270K Buy
3,902
+535
+16% +$37K 0.01% 462
2024
Q3
$223K Sell
3,367
-29
-0.9% -$1.92K 0.01% 530
2024
Q2
$206K Buy
+3,396
New +$206K 0.01% 532
2024
Q1
Sell
-3,369
Closed -$212K 557
2023
Q4
$212K Buy
+3,369
New +$212K 0.01% 483
2022
Q3
Sell
-513
Closed -$39K 790
2022
Q2
$39K Buy
+513
New +$39K ﹤0.01% 723
2021
Q4
Sell
-72
Closed -$5K 616
2021
Q3
$5K Sell
72
-411
-85% -$28.5K ﹤0.01% 865
2021
Q2
$41K Buy
483
+134
+38% +$11.4K ﹤0.01% 598
2021
Q1
$28K Buy
349
+75
+27% +$6.02K ﹤0.01% 607
2020
Q4
$24K Buy
274
+59
+27% +$5.17K ﹤0.01% 579
2020
Q3
$19K Buy
215
+70
+48% +$6.19K ﹤0.01% 553
2020
Q2
$15K Buy
145
+54
+59% +$5.59K ﹤0.01% 501
2020
Q1
$7K Sell
91
-183
-67% -$14.1K ﹤0.01% 505
2019
Q4
$24K Buy
274
+26
+10% +$2.28K ﹤0.01% 334
2019
Q3
$18K Sell
248
-22
-8% -$1.6K ﹤0.01% 383
2019
Q2
$23K Sell
270
-209
-44% -$17.8K ﹤0.01% 391
2019
Q1
$41K Buy
479
+449
+1,497% +$38.4K 0.01% 336
2018
Q4
$2K Buy
30
+11
+58% +$733 ﹤0.01% 455
2018
Q3
$1K Hold
19
﹤0.01% 334
2018
Q2
$1K Buy
+19
New +$1K ﹤0.01% 310