Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
6,775
+15
+0.2% +$626 0.01% 1169
2025
Q1
$285K Buy
6,760
+5,374
+388% +$227K 0.01% 1124
2024
Q4
$67.4K Sell
1,386
-603
-30% -$29.3K ﹤0.01% 1258
2024
Q3
$131K Buy
1,989
+90
+5% +$5.94K 0.01% 907
2024
Q2
$109K Sell
1,899
-527
-22% -$30.3K 0.01% 964
2024
Q1
$155K Sell
2,426
-1,500
-38% -$95.6K 0.01% 774
2023
Q4
$248K Buy
3,926
+3,180
+426% +$201K 0.02% 511
2023
Q3
$50K Sell
746
-72
-9% -$4.82K 0.01% 1261
2023
Q2
$85.4K Sell
818
-81
-9% -$8.45K 0.01% 960
2023
Q1
$110K Buy
899
+120
+15% +$14.7K 0.01% 777
2022
Q4
$97.2K Buy
779
+5
+0.6% +$624 0.01% 791
2022
Q3
$82K Sell
774
-18
-2% -$1.91K 0.01% 797
2022
Q2
$85K Sell
792
-7
-0.9% -$751 0.01% 693
2022
Q1
$105K Buy
799
+5
+0.6% +$657 0.01% 650
2021
Q4
$87K Buy
794
+662
+502% +$72.5K 0.01% 709
2021
Q3
$12K Buy
132
+53
+67% +$4.82K ﹤0.01% 1482
2021
Q2
$9K Buy
79
+17
+27% +$1.94K ﹤0.01% 1618
2021
Q1
$7K Buy
62
+1
+2% +$113 ﹤0.01% 1642
2020
Q4
$7K Hold
61
﹤0.01% 1572
2020
Q3
$6K Sell
61
-143
-70% -$14.1K ﹤0.01% 1454
2020
Q2
$20K Sell
204
-912
-82% -$89.4K ﹤0.01% 1049
2020
Q1
$91K Buy
1,116
+1,023
+1,100% +$83.4K 0.02% 614
2019
Q4
$7K Buy
93
+54
+138% +$4.07K ﹤0.01% 1996
2019
Q3
$2K Buy
39
+18
+86% +$923 ﹤0.01% 2085
2019
Q2
$1K Hold
21
﹤0.01% 2221
2019
Q1
$1K Sell
21
-3
-13% -$143 ﹤0.01% 2149
2018
Q4
$1K Hold
24
﹤0.01% 2040
2018
Q3
$1K Hold
24
﹤0.01% 2000
2018
Q2
$1K Hold
24
﹤0.01% 2008
2018
Q1
$1K Hold
24
﹤0.01% 1991
2017
Q4
$1K Sell
24
-56
-70% -$2.33K ﹤0.01% 1943
2017
Q3
$5K Hold
80
﹤0.01% 1463
2017
Q2
$4K Hold
80
﹤0.01% 1412
2017
Q1
$4K Hold
80
﹤0.01% 1404
2016
Q4
$3K Hold
80
﹤0.01% 1379
2016
Q3
$3K Hold
80
﹤0.01% 1368
2016
Q2
$2K Buy
80
+14
+21% +$350 ﹤0.01% 1447
2016
Q1
$1K Buy
+66
New +$1K ﹤0.01% 1498