Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
83,826
-8,656
-9% -$40.3K ﹤0.01% 517
2025
Q1
$506K Buy
+92,482
New +$506K ﹤0.01% 411
2024
Q4
Hold
0
826
2024
Q3
Hold
0
654
2024
Q2
Hold
0
714
2024
Q1
Sell
-21,078
Closed -$262K 590
2023
Q4
$262K Sell
21,078
-20,906
-50% -$260K ﹤0.01% 271
2023
Q3
$461K Buy
+41,984
New +$461K ﹤0.01% 211
2023
Q2
Hold
0
283
2023
Q1
Hold
0
287
2022
Q4
Hold
0
270
2022
Q3
Sell
-47,926
Closed -$384K 293
2022
Q2
$384K Sell
47,926
-8,711
-15% -$69.8K ﹤0.01% 194
2022
Q1
$509K Buy
56,637
+31,379
+124% +$282K ﹤0.01% 199
2021
Q4
$265K Sell
25,258
-80,395
-76% -$843K ﹤0.01% 270
2021
Q3
$830K Buy
+105,653
New +$830K ﹤0.01% 177
2021
Q1
Hold
0
300
2020
Q4
Hold
0
265
2020
Q1
Hold
0
226
2019
Q4
Hold
0
233
2019
Q3
Hold
0
202
2019
Q2
Hold
0
185
2019
Q1
Hold
0
170
2018
Q4
Hold
0
211