Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
14,513
-443
-3% -$6.61K 0.06% 181
2025
Q1
$216K Sell
14,956
-511
-3% -$7.39K 0.07% 165
2024
Q4
$384K Buy
15,467
+1,233
+9% +$30.6K 0.12% 121
2024
Q3
$411K Buy
14,234
+927
+7% +$26.8K 0.14% 108
2024
Q2
$318K Buy
13,307
+1,464
+12% +$34.9K 0.11% 151
2024
Q1
$374K Sell
11,843
-620
-5% -$19.6K 0.13% 131
2023
Q4
$366K Buy
12,463
+200
+2% +$5.87K 0.13% 131
2023
Q3
$341K Buy
12,263
+600
+5% +$16.7K 0.13% 131
2023
Q2
$474K Hold
11,663
0.18% 118
2023
Q1
$577K Buy
11,663
+200
+2% +$9.89K 0.23% 100
2022
Q4
$518K Sell
11,463
-2,850
-20% -$129K 0.22% 101
2022
Q3
$622K Sell
14,313
-250
-2% -$10.9K 0.28% 91
2022
Q2
$624K Sell
14,563
-35
-0.2% -$1.5K 0.27% 94
2022
Q1
$647K Buy
14,598
+250
+2% +$11.1K 0.24% 103
2021
Q4
$836K Buy
14,348
+250
+2% +$14.6K 0.3% 84
2021
Q3
$810K Buy
14,098
+500
+4% +$28.7K 0.32% 82
2021
Q2
$863K Buy
13,598
+3,507
+35% +$223K 0.32% 87
2021
Q1
$664K Buy
10,091
+400
+4% +$26.3K 0.26% 104
2020
Q4
$516K Buy
9,691
+828
+9% +$44.1K 0.21% 125
2020
Q3
$359K Sell
8,863
-200
-2% -$8.1K 0.14% 162
2020
Q2
$497K Buy
9,063
+600
+7% +$32.9K 0.22% 119
2020
Q1
$370K Buy
8,463
+165
+2% +$7.21K 0.19% 132
2019
Q4
$648K Buy
8,298
+172
+2% +$13.4K 0.29% 102
2019
Q3
$642K Buy
8,126
+1,200
+17% +$94.8K 0.3% 99
2019
Q2
$590K Sell
6,926
-1,450
-17% -$124K 0.26% 106
2019
Q1
$725K Buy
8,376
+2,000
+31% +$173K 0.31% 92
2018
Q4
$438K Buy
6,376
+501
+9% +$34.4K 0.22% 118
2018
Q3
$409K Hold
5,875
0.18% 143
2018
Q2
$341K Buy
5,875
+250
+4% +$14.5K 0.16% 155
2018
Q1
$302K Buy
5,625
+1,250
+29% +$67.1K 0.16% 155
2017
Q4
$249K Buy
+4,375
New +$249K 0.21% 98