Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
1,300
-665
-34% -$69.8K ﹤0.01% 1465
2025
Q1
$196K Sell
1,965
-148
-7% -$14.8K 0.01% 1185
2024
Q4
$231K Sell
2,113
-302
-13% -$33K 0.01% 1059
2024
Q3
$278K Sell
2,415
-425
-15% -$48.9K 0.01% 932
2024
Q2
$283K Buy
2,840
+2,330
+457% +$233K 0.01% 865
2024
Q1
$56.4K Sell
510
-65
-11% -$7.18K ﹤0.01% 1540
2023
Q4
$61.6K Buy
575
+24
+4% +$2.57K ﹤0.01% 1457
2023
Q3
$54.3K Hold
551
﹤0.01% 1515
2023
Q2
$58.1K Hold
551
﹤0.01% 1545
2023
Q1
$36.4K Sell
551
-62
-10% -$4.09K ﹤0.01% 1738
2022
Q4
$54K Sell
613
-39
-6% -$3.44K ﹤0.01% 2179
2022
Q3
$59K Buy
652
+112
+21% +$10.1K ﹤0.01% 2248
2022
Q2
$53K Hold
540
﹤0.01% 2124
2022
Q1
$53K Buy
+540
New +$53K ﹤0.01% 2124
2021
Q3
Hold
0
3823
2021
Q2
Hold
0
3560
2021
Q1
Hold
0
3470
2020
Q4
Hold
0
3354
2020
Q3
Hold
0
3230
2020
Q2
Hold
0
3104
2020
Q1
Hold
0
3081
2019
Q4
Hold
0
3131
2019
Q3
Hold
0
3274
2019
Q1
$1K Sell
12
-51
-81% -$4.25K ﹤0.01% 2205
2018
Q4
$4K Buy
63
+12
+24% +$762 ﹤0.01% 2885
2018
Q3
$3K Hold
51
﹤0.01% 3368
2018
Q2
$3K Buy
51
+28
+122% +$1.65K ﹤0.01% 3424
2018
Q1
$1K Hold
23
﹤0.01% 3632
2017
Q4
$1K Hold
23
﹤0.01% 3632
2017
Q3
$1K Hold
23
﹤0.01% 3860
2017
Q2
$1K Hold
23
﹤0.01% 3850
2017
Q1
$1K Hold
23
﹤0.01% 3770
2016
Q4
$1K Hold
23
﹤0.01% 3753
2016
Q3
$1K Hold
23
﹤0.01% 3709
2016
Q2
$1K Buy
23
+11
+92% +$478 ﹤0.01% 3608
2016
Q1
$1K Buy
+12
New +$1K ﹤0.01% 2205