Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Buy
671
+39
+6% +$10.9K 0.01% 259
2025
Q1
$197K Hold
632
0.01% 247
2024
Q4
$165K Sell
632
-35
-5% -$9.12K 0.01% 262
2024
Q3
$215K Buy
667
+13
+2% +$4.19K 0.02% 246
2024
Q2
$204K Buy
654
+40
+7% +$12.5K 0.02% 237
2024
Q1
$175K Hold
614
0.01% 247
2023
Q4
$177K Hold
614
0.02% 231
2023
Q3
$165K Sell
614
-6
-1% -$1.61K 0.02% 227
2023
Q2
$138K Hold
620
0.02% 229
2023
Q1
$150K Sell
620
-122
-16% -$29.5K 0.02% 226
2022
Q4
$195K Sell
742
-35
-5% -$9.2K 0.03% 206
2022
Q3
$175K Hold
777
0.03% 202
2022
Q2
$189K Sell
777
-30
-4% -$7.3K 0.03% 201
2022
Q1
$195K Sell
807
-114
-12% -$27.5K 0.03% 208
2021
Q4
$208K Buy
921
+130
+16% +$29.4K 0.03% 207
2021
Q3
$169K Buy
791
+20
+3% +$4.27K 0.03% 212
2021
Q2
$188K Sell
771
-4
-0.5% -$975 0.03% 205
2021
Q1
$193K Sell
775
-29
-4% -$7.22K 0.03% 195
2020
Q4
$185K Buy
804
+55
+7% +$12.7K 0.03% 191
2020
Q3
$191K Sell
749
-5
-0.7% -$1.28K 0.04% 179
2020
Q2
$178K Buy
+754
New +$178K 0.04% 186
2016
Q2
Sell
-4,800
Closed -$719K 125
2016
Q1
$719K Buy
4,800
+1,565
+48% +$234K 0.27% 71
2015
Q4
$525K Buy
+3,235
New +$525K 0.2% 75