Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.6K Buy
+1,613
New +$77.6K ﹤0.01% 1549
2024
Q4
$73K Sell
1,495
-512
-26% -$25K ﹤0.01% 1432
2024
Q3
$125K Sell
2,007
-695
-26% -$43.2K ﹤0.01% 1130
2024
Q2
$154K Sell
2,702
-149
-5% -$8.51K ﹤0.01% 997
2024
Q1
$164K Sell
2,851
-14
-0.5% -$808 0.01% 865
2023
Q4
$176K Sell
2,865
-21
-0.7% -$1.29K 0.01% 806
2023
Q3
$159K Buy
2,886
+119
+4% +$6.55K 0.01% 760
2023
Q2
$165K Sell
2,767
-26
-0.9% -$1.55K 0.01% 766
2023
Q1
$163K Buy
2,793
+492
+21% +$28.6K 0.01% 747
2022
Q4
$143K Buy
2,301
+264
+13% +$16.4K 0.01% 700
2022
Q3
$97K Buy
2,037
+769
+61% +$36.6K 0.01% 785
2022
Q2
$71K Sell
1,268
-457
-26% -$25.6K 0.01% 866
2022
Q1
$106K Buy
+1,725
New +$106K 0.01% 740
2021
Q4
Sell
-1,002
Closed -$48K 390
2021
Q3
$48K Buy
1,002
+104
+12% +$4.98K ﹤0.01% 869
2021
Q2
$58K Buy
898
+163
+22% +$10.5K 0.01% 796
2021
Q1
$46K Hold
735
0.01% 824
2020
Q4
$43K Hold
735
0.01% 777
2020
Q3
$34K Hold
735
0.01% 738
2020
Q2
$33K Buy
735
+30
+4% +$1.35K 0.01% 742
2020
Q1
$23K Hold
705
﹤0.01% 756
2019
Q4
$34K Hold
705
0.01% 750
2019
Q3
$31K Sell
705
-237
-25% -$10.4K 0.01% 744
2019
Q2
$49K Buy
942
+101
+12% +$5.25K 0.01% 613
2019
Q1
$41K Hold
841
0.01% 593
2018
Q4
$36K Buy
841
+5
+0.6% +$214 0.01% 584
2018
Q3
$37K Hold
836
0.01% 628
2018
Q2
$37K Hold
836
0.01% 611
2018
Q1
$33K Hold
836
0.01% 626
2017
Q4
$34K Buy
836
+135
+19% +$5.49K 0.01% 601
2017
Q3
$25K Hold
701
0.01% 586
2017
Q2
$22K Buy
701
+112
+19% +$3.52K 0.01% 579
2017
Q1
$19K Hold
589
0.01% 564
2016
Q4
$19K Buy
+589
New +$19K 0.01% 518