Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.2K Buy
18,814
+6,065
+48% +$26.8K ﹤0.01% 2484
2025
Q1
$53.9K Sell
12,749
-978
-7% -$4.14K ﹤0.01% 2532
2024
Q4
$62.6K Sell
13,727
-2,457
-15% -$11.2K ﹤0.01% 2444
2024
Q3
$109K Hold
16,184
﹤0.01% 2165
2024
Q2
$123K Buy
16,184
+31
+0.2% +$236 ﹤0.01% 2060
2024
Q1
$126K Buy
16,153
+250
+2% +$1.95K ﹤0.01% 1997
2023
Q4
$158K Hold
15,903
﹤0.01% 1785
2023
Q3
$217K Buy
15,903
+84
+0.5% +$1.15K ﹤0.01% 1598
2023
Q2
$196K Buy
15,819
+410
+3% +$5.08K ﹤0.01% 1647
2023
Q1
$210K Buy
15,409
+176
+1% +$2.4K ﹤0.01% 1521
2022
Q4
$239 Buy
15,233
+218
+1% +$3 ﹤0.01% 3282
2022
Q3
$236K Buy
15,015
+590
+4% +$9.27K ﹤0.01% 1306
2022
Q2
$333K Buy
14,425
+41
+0.3% +$946 0.01% 1163
2022
Q1
$348K Sell
14,384
-503
-3% -$12.2K 0.01% 927
2021
Q4
$244K Hold
14,887
﹤0.01% 1427
2021
Q3
$280K Hold
14,887
0.01% 925
2021
Q2
$228K Sell
14,887
-640
-4% -$9.8K 0.01% 1002
2021
Q1
$225K Sell
15,527
-1,268
-8% -$18.4K 0.01% 913
2020
Q4
$149K Sell
16,795
-1,550
-8% -$13.8K ﹤0.01% 912
2020
Q3
$139K Sell
18,345
-3,227
-15% -$24.5K ﹤0.01% 855
2020
Q2
$166K Sell
21,572
-1,843
-8% -$14.2K 0.01% 788
2020
Q1
$47K Buy
+23,415
New +$47K ﹤0.01% 771
2017
Q3
Sell
-300
Closed -$8.22K 1020
2017
Q2
$8.22K Buy
+300
New +$8.22K ﹤0.01% 1028