Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
2,141
+194
+10% +$25.5K ﹤0.01% 1300
2025
Q1
$204K Sell
1,947
-185
-9% -$19.4K ﹤0.01% 1414
2024
Q4
$231K Buy
2,132
+13
+0.6% +$1.41K ﹤0.01% 1480
2024
Q3
$226K Sell
2,119
-149
-7% -$15.9K ﹤0.01% 1479
2024
Q2
$224K Sell
2,268
-113
-5% -$11.2K ﹤0.01% 1435
2024
Q1
$221K Sell
2,381
-1,440
-38% -$133K ﹤0.01% 1455
2023
Q4
$289K Sell
3,821
-221
-5% -$16.7K ﹤0.01% 1334
2023
Q3
$245K Sell
4,042
-61
-1% -$3.69K ﹤0.01% 1360
2023
Q2
$296K Sell
4,103
-669
-14% -$48.3K ﹤0.01% 1305
2023
Q1
$265K Sell
4,772
-138
-3% -$7.66K ﹤0.01% 1353
2022
Q4
$249K Buy
+4,910
New +$249K ﹤0.01% 1379
2022
Q3
Sell
-5,145
Closed -$253K 1572
2022
Q2
$253K Buy
5,145
+766
+17% +$37.7K ﹤0.01% 1270
2022
Q1
$231K Buy
+4,379
New +$231K ﹤0.01% 1325
2021
Q1
Sell
-4,063
Closed -$389K 1551
2020
Q4
$389K Sell
4,063
-7,794
-66% -$746K ﹤0.01% 1191
2020
Q3
$720K Buy
11,857
+374
+3% +$22.7K ﹤0.01% 822
2020
Q2
$761K Buy
11,483
+2,509
+28% +$166K ﹤0.01% 780
2020
Q1
$500K Buy
8,974
+2,646
+42% +$147K ﹤0.01% 910
2019
Q4
$530K Buy
6,328
+1,942
+44% +$163K ﹤0.01% 833
2019
Q3
$324K Sell
4,386
-157
-3% -$11.6K ﹤0.01% 1156
2019
Q2
$286K Buy
4,543
+226
+5% +$14.2K ﹤0.01% 1254
2019
Q1
$202K Buy
+4,317
New +$202K ﹤0.01% 1413