Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.3K Buy
750
+200
+36% +$14.2K 0.02% 170
2025
Q1
$34.9K Sell
550
-50
-8% -$3.17K 0.01% 183
2024
Q4
$45.4K Sell
600
-190
-24% -$14.4K 0.02% 174
2024
Q3
$69.8K Sell
790
-451
-36% -$39.9K 0.02% 159
2024
Q2
$93.5K Sell
1,241
-204
-14% -$15.4K 0.04% 145
2024
Q1
$136K Buy
1,445
+15
+1% +$1.41K 0.05% 132
2023
Q4
$155K Buy
1,430
+202
+16% +$21.9K 0.07% 131
2023
Q3
$117K Sell
1,228
-497
-29% -$47.5K 0.06% 136
2023
Q2
$190K Sell
1,725
-15
-0.9% -$1.66K 0.11% 117
2023
Q1
$213K Buy
1,740
+120
+7% +$14.7K 0.13% 118
2022
Q4
$190K Sell
1,620
-505
-24% -$59.1K 0.12% 121
2022
Q3
$177K Sell
2,125
-115
-5% -$9.58K 0.12% 121
2022
Q2
$229K Sell
2,240
-50
-2% -$5.11K 0.15% 116
2022
Q1
$308K Sell
2,290
-70
-3% -$9.42K 0.19% 100
2021
Q4
$393K Sell
2,360
-25
-1% -$4.16K 0.23% 94
2021
Q3
$346K Sell
2,385
-490
-17% -$71.1K 0.23% 95
2021
Q2
$444K Sell
2,875
-20
-0.7% -$3.09K 0.28% 89
2021
Q1
$385K Buy
2,895
+655
+29% +$87.1K 0.28% 88
2020
Q4
$317K Buy
2,240
+15
+0.7% +$2.12K 0.24% 88
2020
Q3
$279K Sell
2,225
-665
-23% -$83.4K 0.22% 89
2020
Q2
$283K Buy
+2,890
New +$283K 0.24% 91
2019
Q4
$410K Sell
4,050
-400
-9% -$40.5K 0.34% 80
2019
Q3
$418K Sell
4,450
-100
-2% -$9.39K 0.38% 73
2019
Q2
$382K Sell
4,550
-50
-1% -$4.2K 0.35% 79
2019
Q1
$387K Buy
+4,600
New +$387K 0.37% 80
2018
Q3
$390K Hold
4,600
0.35% 83
2018
Q2
$354K Hold
4,600
0.32% 85
2018
Q1
$306K Buy
4,600
+3,000
+188% +$200K 0.3% 84
2017
Q4
$100K Buy
+1,600
New +$100K 0.1% 126
2015
Q2
$22K Hold
400
0.02% 161
2015
Q1
$20K Hold
400
0.02% 164
2014
Q4
$19K Hold
400
0.02% 162
2014
Q3
$18K Hold
400
0.02% 158
2014
Q2
$16K Hold
400
0.01% 165
2014
Q1
$15K Hold
400
0.01% 159
2013
Q4
$16K Buy
+400
New +$16K 0.02% 162