Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
54
+14
+35% +$103K 0.01% 717
2025
Q1
$290K Sell
40
-1
-2% -$7.24K 0.01% 791
2024
Q4
$335K Hold
41
0.01% 721
2024
Q3
$402K Sell
41
-1
-2% -$9.81K 0.01% 642
2024
Q2
$319K Sell
42
-2
-5% -$15.2K 0.01% 691
2024
Q1
$356K Buy
44
+1
+2% +$8.1K 0.01% 648
2023
Q4
$301K Buy
43
+10
+30% +$70K 0.01% 645
2023
Q3
$197K Sell
33
-2
-6% -$11.9K 0.01% 791
2023
Q2
$222K Buy
35
+1
+3% +$6.35K 0.01% 743
2023
Q1
$189K Buy
34
+6
+21% +$33.4K 0.01% 791
2022
Q4
$129K Hold
28
0.01% 889
2022
Q3
$112K Buy
28
+16
+133% +$64K 0.01% 912
2022
Q2
$48K Sell
12
-3
-20% -$12K ﹤0.01% 1269
2022
Q1
$70K Sell
15
-1
-6% -$4.67K ﹤0.01% 1130
2021
Q4
$95K Buy
16
+1
+7% +$5.94K ﹤0.01% 1030
2021
Q3
$72K Buy
15
+2
+15% +$9.6K ﹤0.01% 1104
2021
Q2
$65K Buy
13
+2
+18% +$10K ﹤0.01% 1103
2021
Q1
$52K Hold
11
﹤0.01% 1151
2020
Q4
$45K Sell
11
-2
-15% -$8.18K ﹤0.01% 1128
2020
Q3
$53K Sell
13
-5
-28% -$20.4K ﹤0.01% 1025
2020
Q2
$58K Sell
18
-17
-49% -$54.8K ﹤0.01% 988
2020
Q1
$89K Buy
35
+9
+35% +$22.9K 0.01% 717
2019
Q4
$99K Buy
26
+1
+4% +$3.81K 0.01% 767
2019
Q3
$93K Buy
25
+12
+92% +$44.6K 0.01% 729
2019
Q2
$44K Hold
13
﹤0.01% 943
2019
Q1
$36K Hold
13
﹤0.01% 974
2018
Q4
$31K Hold
13
﹤0.01% 917
2018
Q3
$32K Hold
13
﹤0.01% 963
2018
Q2
$38K Sell
13
-1
-7% -$2.92K 0.01% 825
2018
Q1
$39K Sell
14
-3
-18% -$8.36K 0.01% 782
2017
Q4
$60K Buy
17
+1
+6% +$3.53K 0.01% 641
2017
Q3
$53K Hold
16
0.01% 662
2017
Q2
$42K Hold
16
0.01% 745
2017
Q1
$34K Sell
16
-4
-20% -$8.5K 0.01% 762
2016
Q4
$33K Buy
+20
New +$33K 0.01% 698