Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Sell
4,408
-15
-0.3% -$1.58K 0.24% 94
2025
Q1
$492K Hold
4,423
0.27% 85
2024
Q4
$458K Hold
4,423
0.23% 91
2024
Q3
$494K Buy
+4,423
New +$494K 0.24% 85
2024
Q1
$399K Sell
4,648
-474
-9% -$40.7K 0.2% 106
2023
Q4
$423K Sell
5,122
-35
-0.7% -$2.89K 0.22% 97
2023
Q3
$396K Sell
5,157
-2,295
-31% -$176K 0.23% 91
2023
Q2
$520K Hold
7,452
0.27% 91
2023
Q1
$481K Hold
7,452
0.26% 95
2022
Q4
$536K Hold
7,452
0.3% 89
2022
Q3
$419K Buy
7,452
+5
+0.1% +$281 0.26% 94
2022
Q2
$412K Buy
7,447
+435
+6% +$24.1K 0.24% 99
2022
Q1
$452K Buy
7,012
+80
+1% +$5.16K 0.23% 98
2021
Q4
$405K Sell
6,932
-40
-0.6% -$2.34K 0.2% 107
2021
Q3
$363K Sell
6,972
-503
-7% -$26.2K 0.2% 111
2021
Q2
$401K Buy
7,475
+700
+10% +$37.6K 0.21% 103
2021
Q1
$347K Sell
6,775
-245
-3% -$12.5K 0.19% 114
2020
Q4
$312K Buy
7,020
+1,975
+39% +$87.8K 0.18% 121
2020
Q3
$183K Buy
5,045
+4,895
+3,263% +$178K 0.12% 154
2020
Q2
$5K Hold
150
﹤0.01% 351
2020
Q1
$5K Hold
150
﹤0.01% 338
2019
Q4
$8K Hold
150
0.01% 340
2019
Q3
$8K Hold
150
0.01% 340
2019
Q2
$8K Hold
150
0.01% 333
2019
Q1
$8K Hold
150
0.01% 346
2018
Q4
$7K Hold
150
0.01% 336
2018
Q3
$7K Buy
+150
New +$7K 0.01% 340