Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
1,736
+345
+25% +$82.8K 0.01% 783
2025
Q1
$325K Sell
1,391
-237
-15% -$55.3K 0.01% 778
2024
Q4
$420K Sell
1,628
-195
-11% -$50.3K 0.02% 692
2024
Q3
$446K Buy
1,823
+38
+2% +$9.29K 0.02% 618
2024
Q2
$399K Sell
1,785
-98
-5% -$21.9K 0.02% 643
2024
Q1
$514K Sell
1,883
-266
-12% -$72.6K 0.03% 508
2023
Q4
$593K Buy
2,149
+436
+25% +$120K 0.03% 459
2023
Q3
$368K Buy
1,713
+254
+17% +$54.6K 0.03% 540
2023
Q2
$330K Sell
1,459
-84
-5% -$19K 0.03% 561
2023
Q1
$319K Buy
1,543
+57
+4% +$11.8K 0.02% 656
2022
Q4
$249K Sell
1,486
-214
-13% -$35.8K 0.02% 615
2022
Q3
$258 Sell
1,700
-56
-3% -$8 0.01% 583
2022
Q2
$245K Buy
1,756
+66
+4% +$9.21K 0.03% 528
2022
Q1
$405K Buy
1,690
+78
+5% +$18.7K 0.04% 423
2021
Q4
$440K Buy
1,612
+83
+5% +$22.7K 0.05% 400
2021
Q3
$443K Buy
1,529
+142
+10% +$41.1K 0.06% 365
2021
Q2
$331K Buy
1,387
+118
+9% +$28.2K 0.05% 421
2021
Q1
$315K Buy
+1,269
New +$315K 0.05% 401
2019
Q1
Sell
-503
Closed -$80K 1627
2018
Q4
$80K Buy
+503
New +$80K 0.03% 525
2018
Q1
$64K Buy
500
+399
+395% +$51.1K 0.03% 545
2017
Q4
$10K Buy
+101
New +$10K ﹤0.01% 1099