Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
1,079
+252
+30% +$120K 0.01% 826
2025
Q1
$306K Buy
827
+656
+384% +$243K 0.01% 976
2024
Q4
$72K Buy
171
+47
+38% +$19.8K ﹤0.01% 1647
2024
Q3
$62.8K Sell
124
-288
-70% -$146K ﹤0.01% 1623
2024
Q2
$177K Sell
412
-8
-2% -$3.44K 0.01% 1099
2024
Q1
$159K Sell
420
-85
-17% -$32.2K 0.01% 1108
2023
Q4
$164K Buy
505
+30
+6% +$9.72K 0.01% 1042
2023
Q3
$149K Buy
475
+2
+0.4% +$628 0.01% 1102
2023
Q2
$161K Buy
+473
New +$161K 0.01% 1127
2023
Q1
Sell
-62
Closed -$11K 3511
2022
Q4
$11K Sell
62
-42
-40% -$7.45K ﹤0.01% 3309
2022
Q3
$18K Hold
104
﹤0.01% 3171
2022
Q2
$18K Hold
104
﹤0.01% 2923
2022
Q1
$18K Buy
104
+87
+512% +$15.1K ﹤0.01% 2923
2021
Q4
$5K Sell
17
-5
-23% -$1.47K ﹤0.01% 2424
2021
Q3
$6K Hold
22
﹤0.01% 2410
2021
Q2
$6K Sell
22
-6
-21% -$1.64K ﹤0.01% 2374
2021
Q1
$6K Sell
28
-24
-46% -$5.14K ﹤0.01% 2304
2020
Q4
$12K Sell
52
-5
-9% -$1.15K ﹤0.01% 1977
2020
Q3
$12K Sell
57
-266
-82% -$56K ﹤0.01% 1825
2020
Q2
$73K Sell
323
-46
-12% -$10.4K 0.01% 1047
2020
Q1
$82K Buy
369
+278
+305% +$61.8K 0.01% 912
2019
Q4
$24K Sell
91
-23
-20% -$6.07K ﹤0.01% 1537
2019
Q3
$26K Buy
+114
New +$26K ﹤0.01% 1641
2019
Q1
$14K Sell
74
-152
-67% -$28.8K ﹤0.01% 1460
2018
Q4
$33K Sell
226
-13
-5% -$1.9K ﹤0.01% 1824
2018
Q3
$44K Hold
239
﹤0.01% 1948
2018
Q2
$40K Buy
239
+55
+30% +$9.21K ﹤0.01% 2029
2018
Q1
$24K Hold
184
﹤0.01% 2268
2017
Q4
$24K Buy
184
+33
+22% +$4.3K ﹤0.01% 2264
2017
Q3
$21K Buy
151
+30
+25% +$4.17K ﹤0.01% 2524
2017
Q2
$15K Hold
121
﹤0.01% 2712
2017
Q1
$14K Hold
121
﹤0.01% 2678
2016
Q4
$15K Sell
121
-48
-28% -$5.95K ﹤0.01% 2628
2016
Q3
$17K Buy
169
+42
+33% +$4.23K ﹤0.01% 2478
2016
Q2
$11K Buy
127
+53
+72% +$4.59K ﹤0.01% 2671
2016
Q1
$14K Sell
74
-78
-51% -$14.8K ﹤0.01% 1460
2015
Q4
$14K Buy
+152
New +$14K ﹤0.01% 2356