Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$199K Buy
1,370
+296
+28% +$43.1K 0.01% 236
2025
Q1
$166K Sell
1,074
-40
-4% -$6.17K 0.01% 248
2024
Q4
$156K Buy
1,114
+53
+5% +$7.43K 0.01% 260
2024
Q3
$142K Buy
1,061
+59
+6% +$7.92K 0.01% 272
2024
Q2
$119K Buy
1,002
+103
+11% +$12.2K 0.01% 284
2024
Q1
$110K Buy
899
+485
+117% +$59.6K 0.01% 286
2023
Q4
$49.3K Buy
414
+82
+25% +$9.77K ﹤0.01% 369
2023
Q3
$38.3K Hold
332
﹤0.01% 389
2023
Q2
$37.1K Buy
332
+174
+110% +$19.5K ﹤0.01% 398
2023
Q1
$18.1K Hold
158
﹤0.01% 486
2022
Q4
$18.3K Sell
158
-240
-60% -$27.7K ﹤0.01% 464
2022
Q3
$45K Buy
398
+130
+49% +$14.7K 0.01% 349
2022
Q2
$31K Buy
268
+83
+45% +$9.6K ﹤0.01% 381
2022
Q1
$25K Buy
+185
New +$25K ﹤0.01% 429
2021
Q4
Sell
-185
Closed -$21K 490
2021
Q3
$21K Buy
185
+167
+928% +$19K ﹤0.01% 411
2021
Q2
$2K Hold
18
﹤0.01% 538
2021
Q1
$2K Sell
18
-43
-70% -$4.78K ﹤0.01% 504
2020
Q4
$6K Hold
61
﹤0.01% 410
2020
Q3
$5K Hold
61
﹤0.01% 416
2020
Q2
$5K Buy
61
+18
+42% +$1.48K ﹤0.01% 410
2020
Q1
$3K Hold
43
﹤0.01% 420
2019
Q4
$4K Hold
43
﹤0.01% 404
2019
Q3
$4K Hold
43
﹤0.01% 400
2019
Q2
$4K Hold
43
﹤0.01% 394
2019
Q1
$3K Hold
43
﹤0.01% 413
2018
Q4
$3K Hold
43
﹤0.01% 423
2018
Q3
$3K Hold
43
﹤0.01% 431
2018
Q2
$3K Hold
43
﹤0.01% 396
2018
Q1
$3K Hold
43
﹤0.01% 402
2017
Q4
$3K Hold
43
﹤0.01% 407
2017
Q3
$3K Hold
43
﹤0.01% 428
2017
Q2
$2K Hold
43
﹤0.01% 447
2017
Q1
$3K Hold
43
﹤0.01% 405
2016
Q4
$3K Sell
43
-83
-66% -$5.79K ﹤0.01% 391
2016
Q3
$7K Hold
126
﹤0.01% 354
2016
Q2
$7K Buy
126
+83
+193% +$4.61K ﹤0.01% 379
2016
Q1
$2K Hold
43
﹤0.01% 415
2015
Q4
$2K Buy
+43
New +$2K ﹤0.01% 430
2014
Q3
Sell
-63
Closed -$3K 459
2014
Q2
$3K Hold
63
﹤0.01% 388
2014
Q1
$3K Hold
63
﹤0.01% 386
2013
Q4
$3K Sell
63
-970
-94% -$46.2K ﹤0.01% 373
2013
Q3
$44K Buy
1,033
+63
+6% +$2.68K 0.02% 181
2013
Q2
$41K Buy
+970
New +$41K 0.02% 169