Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Sell
19,054
-541
-3% -$4.68K ﹤0.01% 681
2025
Q1
$172K Buy
19,595
+609
+3% +$5.36K ﹤0.01% 711
2024
Q4
$158K Buy
18,986
+610
+3% +$5.08K ﹤0.01% 727
2024
Q3
$166K Buy
18,376
+887
+5% +$8.02K ﹤0.01% 736
2024
Q2
$145K Sell
17,489
-836
-5% -$6.93K ﹤0.01% 742
2024
Q1
$150K Buy
18,325
+617
+3% +$5.05K ﹤0.01% 751
2023
Q4
$139K Buy
17,708
+573
+3% +$4.49K ﹤0.01% 733
2023
Q3
$117K Sell
17,135
-1,741
-9% -$11.8K ﹤0.01% 757
2023
Q2
$161K Buy
18,876
+1,144
+6% +$9.75K ﹤0.01% 752
2023
Q1
$136K Hold
17,732
﹤0.01% 744
2022
Q4
$126K Hold
17,732
﹤0.01% 740
2022
Q3
$129K Sell
17,732
-630
-3% -$4.58K ﹤0.01% 736
2022
Q2
$118K Buy
18,362
+2,906
+19% +$18.7K ﹤0.01% 740
2022
Q1
$113K Buy
15,456
+1,793
+13% +$13.1K ﹤0.01% 756
2021
Q4
$105K Hold
13,663
﹤0.01% 762
2021
Q3
$94K Hold
13,663
﹤0.01% 755
2021
Q2
$92K Hold
13,663
﹤0.01% 762
2021
Q1
$84K Buy
13,663
+610
+5% +$3.75K ﹤0.01% 742
2020
Q4
$69K Sell
13,053
-94,782
-88% -$501K ﹤0.01% 727
2020
Q3
$484K Buy
107,835
+9,075
+9% +$40.7K 0.01% 659
2020
Q2
$495K Buy
98,760
+11,629
+13% +$58.3K 0.01% 658
2020
Q1
$408K Buy
87,131
+2,567
+3% +$12K 0.01% 621
2019
Q4
$582K Hold
84,564
0.01% 643
2019
Q3
$587K Sell
84,564
-976
-1% -$6.78K 0.01% 627
2019
Q2
$571K Buy
85,540
+1,516
+2% +$10.1K 0.01% 633
2019
Q1
$563K Buy
84,024
+3,108
+4% +$20.8K 0.01% 622
2018
Q4
$473K Buy
80,916
+2,658
+3% +$15.5K 0.01% 624
2018
Q3
$460K Buy
78,258
+2,214
+3% +$13K 0.01% 652
2018
Q2
$428K Buy
76,044
+2,327
+3% +$13.1K 0.01% 657
2018
Q1
$400K Buy
73,717
+2,110
+3% +$11.4K 0.01% 651
2017
Q4
$417K Buy
+71,607
New +$417K 0.01% 648