Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
638
+55
+9% +$49.2K 0.04% 227
2025
Q1
$396K Buy
583
+39
+7% +$26.5K 0.03% 247
2024
Q4
$342K Buy
544
+245
+82% +$154K 0.03% 243
2024
Q3
$231K Sell
299
-207
-41% -$160K 0.02% 256
2024
Q2
$417K Buy
506
+21
+4% +$17.3K 0.04% 192
2024
Q1
$339K Buy
485
+11
+2% +$7.68K 0.04% 228
2023
Q4
$275K Buy
474
+8
+2% +$4.65K 0.03% 242
2023
Q3
$214K Buy
466
+21
+5% +$9.62K 0.03% 274
2023
Q2
$216K Buy
+445
New +$216K 0.03% 267
2022
Q1
Sell
-585
Closed -$252K 315
2021
Q4
$252K Buy
+585
New +$252K 0.04% 250
2019
Q3
Sell
-276
Closed -$33K 871
2019
Q2
$33K Buy
276
+243
+736% +$29.1K 0.01% 504
2019
Q1
$4K Buy
33
+12
+57% +$1.46K ﹤0.01% 1174
2018
Q4
$2K Sell
21
-3
-13% -$286 ﹤0.01% 1020
2018
Q3
$2K Buy
24
+5
+26% +$417 ﹤0.01% 1085
2018
Q2
$2K Sell
19
-13
-41% -$1.37K ﹤0.01% 1131
2018
Q1
$3K Buy
32
+29
+967% +$2.72K ﹤0.01% 1081
2017
Q4
$0 Hold
3
﹤0.01% 1291
2017
Q3
$0 Hold
3
﹤0.01% 1304
2017
Q2
$0 Hold
3
﹤0.01% 1300
2017
Q1
$0 Buy
+3
New ﹤0.01% 1336
2016
Q2
Sell
-21
Closed -$2K 1102
2016
Q1
$2K Sell
21
-4
-16% -$381 ﹤0.01% 755
2015
Q4
$2K Buy
+25
New +$2K ﹤0.01% 658