Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
5,390
-778
-13% -$63.3K ﹤0.01% 523
2025
Q1
$373K Buy
6,168
+1,190
+24% +$71.9K ﹤0.01% 580
2024
Q4
$422K Buy
4,978
+136
+3% +$11.5K ﹤0.01% 551
2024
Q3
$298K Sell
4,842
-428
-8% -$26.4K ﹤0.01% 668
2024
Q2
$254K Buy
5,270
+89
+2% +$4.29K ﹤0.01% 667
2024
Q1
$256K Buy
5,181
+6
+0.1% +$297 ﹤0.01% 658
2023
Q4
$233K Sell
5,175
-221
-4% -$9.95K ﹤0.01% 668
2023
Q3
$255K Sell
5,396
-153
-3% -$7.23K ﹤0.01% 634
2023
Q2
$236K Sell
5,549
-113
-2% -$4.8K ﹤0.01% 674
2023
Q1
$297K Sell
5,662
-148
-3% -$7.77K ﹤0.01% 605
2022
Q4
$296K Buy
5,810
+152
+3% +$7.74K ﹤0.01% 586
2022
Q3
$229K Sell
5,658
-1,223
-18% -$49.5K ﹤0.01% 626
2022
Q2
$314K Buy
6,881
+123
+2% +$5.61K ﹤0.01% 533
2022
Q1
$410K Buy
6,758
+573
+9% +$34.8K ﹤0.01% 479
2021
Q4
$476K Buy
6,185
+145
+2% +$11.2K 0.01% 429
2021
Q3
$310K Sell
6,040
-90
-1% -$4.62K ﹤0.01% 567
2021
Q2
$349K Sell
6,130
-137
-2% -$7.8K ﹤0.01% 515
2021
Q1
$343K Buy
6,267
+959
+18% +$52.5K ﹤0.01% 498
2020
Q4
$281K Sell
5,308
-207
-4% -$11K ﹤0.01% 481
2020
Q3
$219K Buy
5,515
+57
+1% +$2.26K ﹤0.01% 493
2020
Q2
$296K Buy
5,458
+62
+1% +$3.36K 0.01% 401
2020
Q1
$215K Buy
5,396
+613
+13% +$24.4K ﹤0.01% 415
2019
Q4
$204K Sell
4,783
-4,031
-46% -$172K ﹤0.01% 513
2019
Q3
$346K Sell
8,814
-569
-6% -$22.3K 0.01% 370
2019
Q2
$386K Sell
9,383
-76
-0.8% -$3.13K 0.01% 340
2019
Q1
$353K Sell
9,459
-106
-1% -$3.96K 0.01% 346
2018
Q4
$324K Buy
+9,565
New +$324K 0.01% 345