Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.8K Sell
1,035
-180
-15% -$15.3K ﹤0.01% 1415
2025
Q1
$88K Buy
1,215
+27
+2% +$1.96K ﹤0.01% 1330
2024
Q4
$83.1K Sell
1,188
-93
-7% -$6.5K ﹤0.01% 1357
2024
Q3
$132K Buy
1,281
+78
+6% +$8.06K ﹤0.01% 1133
2024
Q2
$140K Sell
1,203
-16
-1% -$1.86K ﹤0.01% 1010
2024
Q1
$140K Sell
1,219
-39
-3% -$4.48K ﹤0.01% 1019
2023
Q4
$142K Sell
1,258
-322
-20% -$36.3K ﹤0.01% 951
2023
Q3
$151K Buy
1,580
+4
+0.3% +$382 0.01% 897
2023
Q2
$161K Buy
1,576
+67
+4% +$6.84K 0.01% 878
2023
Q1
$153K Sell
1,509
-2
-0.1% -$203 0.01% 880
2022
Q4
$137K Buy
1,511
+212
+16% +$19.2K 0.01% 864
2022
Q3
$103K Buy
1,299
+480
+59% +$38.1K ﹤0.01% 955
2022
Q2
$77K Buy
819
+109
+15% +$10.2K ﹤0.01% 1058
2022
Q1
$90K Buy
710
+104
+17% +$13.2K ﹤0.01% 1025
2021
Q4
$95K Sell
606
-17
-3% -$2.67K ﹤0.01% 1031
2021
Q3
$104K Sell
623
-13
-2% -$2.17K ﹤0.01% 955
2021
Q2
$124K Buy
636
+72
+13% +$14K 0.01% 852
2021
Q1
$103K Buy
564
+51
+10% +$9.31K ﹤0.01% 870
2020
Q4
$85K Buy
513
+51
+11% +$8.45K ﹤0.01% 859
2020
Q3
$60K Buy
462
+12
+3% +$1.56K ﹤0.01% 980
2020
Q2
$49K Buy
450
+22
+5% +$2.4K ﹤0.01% 1052
2020
Q1
$34K Sell
428
-12
-3% -$953 ﹤0.01% 1081
2019
Q4
$51K Buy
440
+61
+16% +$7.07K ﹤0.01% 1025
2019
Q3
$28K Hold
379
﹤0.01% 1207
2019
Q2
$25K Buy
379
+48
+15% +$3.17K ﹤0.01% 1172
2019
Q1
$24K Hold
331
﹤0.01% 1132
2018
Q4
$20K Buy
331
+34
+11% +$2.05K ﹤0.01% 1046
2018
Q3
$23K Hold
297
﹤0.01% 1085
2018
Q2
$23K Sell
297
-13
-4% -$1.01K ﹤0.01% 1001
2018
Q1
$22K Buy
310
+13
+4% +$923 ﹤0.01% 969
2017
Q4
$20K Hold
297
﹤0.01% 1021
2017
Q3
$23K Buy
297
+3
+1% +$232 ﹤0.01% 946
2017
Q2
$20K Hold
294
﹤0.01% 1013
2017
Q1
$20K Hold
294
﹤0.01% 962
2016
Q4
$16K Buy
+294
New +$16K ﹤0.01% 951