Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$843K Buy
1,768
+211
+14% +$101K 0.03% 569
2025
Q1
$571K Buy
1,557
+1,411
+966% +$518K 0.02% 654
2024
Q4
$59K Buy
146
+23
+19% +$9.29K ﹤0.01% 1324
2024
Q3
$62.1K Buy
123
+4
+3% +$2.02K ﹤0.01% 1339
2024
Q2
$51.2K Buy
119
+3
+3% +$1.29K ﹤0.01% 1393
2024
Q1
$43.9K Hold
116
﹤0.01% 1469
2023
Q4
$37.6K Buy
116
+15
+15% +$4.86K ﹤0.01% 1536
2023
Q3
$31.7K Hold
101
﹤0.01% 1489
2023
Q2
$34.4K Sell
101
-21
-17% -$7.16K ﹤0.01% 1431
2023
Q1
$36.1K Sell
122
-8
-6% -$2.37K ﹤0.01% 1408
2022
Q4
$39.1K Buy
130
+35
+37% +$10.5K ﹤0.01% 1316
2022
Q3
$25K Buy
95
+8
+9% +$2.11K ﹤0.01% 1426
2022
Q2
$25K Buy
87
+2
+2% +$575 ﹤0.01% 1183
2022
Q1
$26K Buy
85
+40
+89% +$12.2K ﹤0.01% 1196
2021
Q4
$12K Buy
45
+2
+5% +$533 ﹤0.01% 1532
2021
Q3
$11K Buy
43
+2
+5% +$512 ﹤0.01% 1522
2021
Q2
$10K Sell
41
-11
-21% -$2.68K ﹤0.01% 1548
2021
Q1
$13K Hold
52
﹤0.01% 1376
2020
Q4
$13K Sell
52
-14
-21% -$3.5K ﹤0.01% 1260
2020
Q3
$14K Sell
66
-28
-30% -$5.94K ﹤0.01% 1095
2020
Q2
$20K Buy
94
+19
+25% +$4.04K ﹤0.01% 1044
2020
Q1
$16K Buy
75
+19
+34% +$4.05K ﹤0.01% 1333
2019
Q4
$12K Hold
56
﹤0.01% 1832
2019
Q3
$12K Hold
56
﹤0.01% 1721
2019
Q2
$9K Hold
56
﹤0.01% 1819
2019
Q1
$9K Hold
56
﹤0.01% 1716
2018
Q4
$6K Hold
56
﹤0.01% 1556
2018
Q3
$9K Hold
56
﹤0.01% 1316
2018
Q2
$8K Hold
56
﹤0.01% 1361
2018
Q1
$6K Hold
56
﹤0.01% 1456
2017
Q4
$5K Hold
56
﹤0.01% 1449
2017
Q3
$5K Buy
56
+14
+33% +$1.25K ﹤0.01% 1455
2017
Q2
$2K Hold
42
﹤0.01% 1562
2017
Q1
$4K Hold
42
﹤0.01% 1388
2016
Q4
$4K Hold
42
﹤0.01% 1290
2016
Q3
$3K Hold
42
﹤0.01% 1357
2016
Q2
$2K Buy
42
+11
+35% +$524 ﹤0.01% 1429
2016
Q1
$2K Buy
31
+18
+138% +$1.16K ﹤0.01% 1344
2015
Q4
$1K Hold
13
﹤0.01% 1425
2015
Q3
$0 Hold
13
﹤0.01% 1277
2015
Q2
$1K Buy
+13
New +$1K ﹤0.01% 1032