Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Sell
5,597
-353
-6% -$35.3K ﹤0.01% 1034
2025
Q1
$626K Sell
5,950
-134
-2% -$14.1K ﹤0.01% 981
2024
Q4
$479K Sell
6,084
-60
-1% -$4.73K ﹤0.01% 1187
2024
Q3
$457K Sell
6,144
-34
-0.6% -$2.53K ﹤0.01% 1186
2024
Q2
$579K Sell
6,178
-713
-10% -$66.8K ﹤0.01% 1056
2024
Q1
$721K Buy
6,891
+224
+3% +$23.4K ﹤0.01% 995
2023
Q4
$605K Sell
6,667
-829
-11% -$75.2K ﹤0.01% 1054
2023
Q3
$611K Buy
7,496
+534
+8% +$43.6K ﹤0.01% 1003
2023
Q2
$482K Sell
6,962
-229
-3% -$15.9K ﹤0.01% 1144
2023
Q1
$620K Buy
7,191
+688
+11% +$59.3K ﹤0.01% 1041
2022
Q4
$444K Buy
6,503
+713
+12% +$48.7K ﹤0.01% 1151
2022
Q3
$330K Sell
5,790
-1,576
-21% -$89.8K ﹤0.01% 1241
2022
Q2
$640K Buy
7,366
+3,407
+86% +$296K ﹤0.01% 917
2022
Q1
$598K Buy
3,959
+200
+5% +$30.2K ﹤0.01% 923
2021
Q4
$843K Sell
3,759
-41
-1% -$9.2K ﹤0.01% 826
2021
Q3
$902K Buy
3,800
+10
+0.3% +$2.37K ﹤0.01% 785
2021
Q2
$927K Buy
3,790
+128
+3% +$31.3K ﹤0.01% 787
2021
Q1
$807K Sell
3,662
-534
-13% -$118K ﹤0.01% 822
2020
Q4
$1.07M Buy
4,196
+87
+2% +$22.1K ﹤0.01% 744
2020
Q3
$878K Buy
4,109
+308
+8% +$65.8K ﹤0.01% 753
2020
Q2
$761K Buy
3,801
+261
+7% +$52.3K ﹤0.01% 781
2020
Q1
$432K Sell
3,540
-12
-0.3% -$1.46K ﹤0.01% 968
2019
Q4
$410K Buy
3,552
+676
+24% +$78K ﹤0.01% 938
2019
Q3
$283K Sell
2,876
-585
-17% -$57.6K ﹤0.01% 1235
2019
Q2
$428K Buy
3,461
+979
+39% +$121K ﹤0.01% 1051
2019
Q1
$205K Buy
+2,482
New +$205K ﹤0.01% 1404
2018
Q4
Sell
-3,396
Closed -$239K 1472
2018
Q3
$239K Buy
+3,396
New +$239K ﹤0.01% 1345