Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
3,255
-497
-13% -$56K 0.01% 1039
2025
Q1
$421K Buy
3,752
+3,359
+855% +$377K 0.02% 857
2024
Q4
$43.9K Sell
393
-4
-1% -$447 ﹤0.01% 1497
2024
Q3
$55.3K Sell
397
-20
-5% -$2.79K ﹤0.01% 1393
2024
Q2
$49K Buy
417
+26
+7% +$3.06K ﹤0.01% 1412
2024
Q1
$51K Hold
391
﹤0.01% 1390
2023
Q4
$48.6K Sell
391
-8
-2% -$995 ﹤0.01% 1407
2023
Q3
$42.1K Hold
399
﹤0.01% 1358
2023
Q2
$44.9K Buy
399
+26
+7% +$2.93K ﹤0.01% 1319
2023
Q1
$40.1K Buy
373
+43
+13% +$4.62K ﹤0.01% 1361
2022
Q4
$36.6K Sell
330
-11
-3% -$1.22K ﹤0.01% 1362
2022
Q3
$30K Buy
341
+37
+12% +$3.26K ﹤0.01% 1329
2022
Q2
$28K Buy
304
+3
+1% +$276 ﹤0.01% 1139
2022
Q1
$28K Hold
301
﹤0.01% 1171
2021
Q4
$25K Buy
301
+13
+5% +$1.08K ﹤0.01% 1209
2021
Q3
$25K Sell
288
-12
-4% -$1.04K ﹤0.01% 1150
2021
Q2
$26K Buy
300
+1
+0.3% +$87 ﹤0.01% 1092
2021
Q1
$25K Hold
299
﹤0.01% 1089
2020
Q4
$28K Hold
299
0.01% 965
2020
Q3
$23K Sell
299
-31
-9% -$2.39K 0.01% 906
2020
Q2
$26K Buy
330
+31
+10% +$2.44K 0.01% 961
2020
Q1
$23K Buy
299
+61
+26% +$4.69K ﹤0.01% 1229
2019
Q4
$20K Buy
238
+37
+18% +$3.11K ﹤0.01% 1705
2019
Q3
$17K Hold
201
﹤0.01% 1645
2019
Q2
$17K Buy
+201
New +$17K ﹤0.01% 1684
2019
Q1
Sell
-37
Closed -$2K 2320
2018
Q4
$2K Sell
37
-21
-36% -$1.14K ﹤0.01% 1935
2018
Q3
$3K Hold
58
﹤0.01% 1750
2018
Q2
$3K Buy
58
+21
+57% +$1.09K ﹤0.01% 1756
2018
Q1
$2K Hold
37
﹤0.01% 1880
2017
Q4
$2K Hold
37
﹤0.01% 1826
2017
Q3
$2K Hold
37
﹤0.01% 1833
2017
Q2
$2K Hold
37
﹤0.01% 1609
2017
Q1
$2K Hold
37
﹤0.01% 1649
2016
Q4
$3K Hold
37
﹤0.01% 1405
2016
Q3
$2K Hold
37
﹤0.01% 1514
2016
Q2
$2K Hold
37
﹤0.01% 1482
2016
Q1
$1K Hold
37
﹤0.01% 1583
2015
Q4
$1K Hold
37
﹤0.01% 1470
2015
Q3
$1K Hold
37
﹤0.01% 1107
2015
Q2
$1K Buy
+37
New +$1K ﹤0.01% 1086