Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-567
Closed -$87.4K 3508
2025
Q1
$87.4K Buy
567
+15
+3% +$2.31K ﹤0.01% 2085
2024
Q4
$93.8K Buy
552
+20
+4% +$3.4K ﹤0.01% 2704
2024
Q3
$92.4K Sell
532
-25
-4% -$4.34K ﹤0.01% 1985
2024
Q2
$95.8K Sell
557
-25
-4% -$4.3K ﹤0.01% 2377
2024
Q1
$152K Sell
582
-20
-3% -$5.21K ﹤0.01% 2209
2023
Q4
$120K Buy
602
+60
+11% +$12K ﹤0.01% 2478
2023
Q3
$92.1K Sell
542
-68
-11% -$11.6K ﹤0.01% 2324
2023
Q2
$126K Buy
610
+110
+22% +$22.7K ﹤0.01% 2442
2023
Q1
$114K Buy
500
+15
+3% +$3.43K ﹤0.01% 1553
2022
Q4
$93.3K Buy
+485
New +$93.3K ﹤0.01% 2635
2022
Q1
Sell
-490
Closed -$149K 2462
2021
Q4
$149K Sell
490
-20
-4% -$6.08K ﹤0.01% 2069
2021
Q3
$145K Buy
510
+15
+3% +$4.27K ﹤0.01% 1332
2021
Q2
$122K Hold
495
﹤0.01% 1331
2021
Q1
$108K Sell
495
-25
-5% -$5.46K ﹤0.01% 1298
2020
Q4
$147K Sell
520
-110
-17% -$31.1K ﹤0.01% 1285
2020
Q3
$143K Buy
+630
New +$143K ﹤0.01% 1216
2020
Q1
Sell
-504
Closed -$78K 955
2019
Q4
$78K Buy
504
+150
+42% +$23.2K ﹤0.01% 1159
2019
Q3
$51K Buy
354
+120
+51% +$17.3K ﹤0.01% 1145
2019
Q2
$32K Buy
+234
New +$32K ﹤0.01% 1125