Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
1,183
+745
+170% +$262K ﹤0.01% 1808
2025
Q1
$139K Sell
438
-54
-11% -$17.1K ﹤0.01% 2195
2024
Q4
$166K Buy
492
+8
+2% +$2.7K ﹤0.01% 2137
2024
Q3
$154K Buy
484
+94
+24% +$30K ﹤0.01% 2061
2024
Q2
$125K Sell
390
-6
-2% -$1.93K ﹤0.01% 2055
2024
Q1
$137K Buy
396
+135
+52% +$46.9K ﹤0.01% 1961
2023
Q4
$94.7K Sell
261
-1,717
-87% -$623K ﹤0.01% 1968
2023
Q3
$589K Buy
1,978
+377
+24% +$112K 0.01% 1099
2023
Q2
$529K Buy
1,601
+1,540
+2,525% +$509K 0.01% 1158
2023
Q1
$20.3K Sell
61
-201
-77% -$66.9K ﹤0.01% 2337
2022
Q4
$48.6K Buy
+262
New +$48.6K ﹤0.01% 1733
2020
Q2
Sell
-2,649
Closed -$616K 862
2020
Q1
$616K Buy
+2,649
New +$616K 0.03% 411
2019
Q2
Sell
-1,570
Closed -$287K 658
2019
Q1
$287K Buy
+1,570
New +$287K 0.02% 537
2018
Q3
Sell
-1,483
Closed -$261 653
2018
Q2
$261 Buy
1,483
+91
+7% +$16 0.02% 445
2018
Q1
$214K Buy
+1,392
New +$214K 0.02% 449
2017
Q3
Sell
-85
Closed -$10.4K 402
2017
Q2
$10.4K Buy
+85
New +$10.4K ﹤0.01% 952