Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
35
-34
-49% -$251K 0.01% 907
2025
Q1
$500K Buy
69
+35
+103% +$254K 0.01% 890
2024
Q4
$278K Hold
34
0.01% 731
2024
Q3
$334K Hold
34
0.01% 643
2024
Q2
$258K Hold
34
0.01% 641
2024
Q1
$275K Hold
34
0.01% 624
2023
Q4
$238K Hold
34
0.01% 638
2023
Q3
$203K Hold
34
0.01% 682
2023
Q2
$216K Hold
34
0.01% 668
2023
Q1
$189K Hold
34
0.01% 664
2022
Q4
$157K Hold
34
0.01% 704
2022
Q3
$135K Hold
34
0.01% 714
2022
Q2
$141K Hold
34
0.01% 885
2022
Q1
$151K Hold
34
0.01% 922
2021
Q4
$200K Hold
34
0.01% 866
2021
Q3
$162K Hold
34
0.01% 948
2021
Q2
$173K Hold
34
0.01% 911
2021
Q1
$170K Sell
34
-2
-6% -$10K ﹤0.01% 1049
2020
Q4
$170K Hold
36
0.01% 896
2020
Q3
$141K Hold
36
0.01% 808
2020
Q2
$114K Sell
36
-1
-3% -$3.17K 0.01% 857
2020
Q1
$106K Hold
37
0.01% 813
2019
Q4
$141K Hold
37
0.01% 816
2019
Q3
$134K Hold
37
0.01% 791
2019
Q2
$124K Hold
37
0.01% 829
2019
Q1
$102K Hold
37
0.01% 858
2018
Q4
$89K Buy
37
+1
+3% +$2.41K 0.01% 875
2018
Q3
$88K Sell
36
-5
-12% -$12.2K 0.01% 935
2018
Q2
$121K Hold
41
0.01% 719
2018
Q1
$114K Hold
41
0.01% 712
2017
Q4
$143K Buy
41
+1
+3% +$3.49K 0.01% 632
2017
Q3
$114K Hold
40
0.01% 666
2017
Q2
$96K Hold
40
0.01% 694
2017
Q1
$84K Hold
40
0.01% 715
2016
Q4
$66K Hold
40
0.01% 735
2016
Q3
$65K Hold
40
0.01% 721
2016
Q2
$71K Hold
40
0.01% 688
2016
Q1
$69K Buy
+40
New +$69K 0.01% 693