Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$575K Sell
14,087
-327
-2% -$13.4K 0.02% 789
2025
Q1
$651K Buy
14,414
+12,930
+871% +$584K 0.02% 578
2024
Q4
$64.4K Hold
1,484
﹤0.01% 1277
2024
Q3
$67.3K Sell
1,484
-89
-6% -$4.04K ﹤0.01% 1291
2024
Q2
$64.7K Sell
1,573
-8
-0.5% -$329 ﹤0.01% 1270
2024
Q1
$59.1K Sell
1,581
-88
-5% -$3.29K ﹤0.01% 1298
2023
Q4
$63.9K Sell
1,669
-977
-37% -$37.4K 0.01% 1249
2023
Q3
$94.4K Sell
2,646
-703
-21% -$25.1K 0.01% 905
2023
Q2
$144K Sell
3,349
-359
-10% -$15.4K 0.01% 668
2023
Q1
$152K Sell
3,708
-36
-1% -$1.48K 0.02% 617
2022
Q4
$145K Buy
3,744
+966
+35% +$37.4K 0.02% 597
2022
Q3
$116K Buy
2,778
+175
+7% +$7.31K 0.02% 627
2022
Q2
$120K Sell
2,603
-119
-4% -$5.49K 0.02% 580
2022
Q1
$156K Sell
2,722
-289
-10% -$16.6K 0.02% 527
2021
Q4
$181K Buy
3,011
+251
+9% +$15.1K 0.02% 469
2021
Q3
$146K Sell
2,760
-101
-4% -$5.34K 0.02% 488
2021
Q2
$140K Sell
2,861
-16
-0.6% -$783 0.02% 495
2021
Q1
$126K Buy
2,877
+381
+15% +$16.7K 0.02% 488
2020
Q4
$96K Buy
2,496
+478
+24% +$18.4K 0.02% 525
2020
Q3
$66K Buy
2,018
+1,511
+298% +$49.4K 0.01% 571
2020
Q2
$19K Sell
507
-794
-61% -$29.8K ﹤0.01% 1085
2020
Q1
$49K Sell
1,301
-476
-27% -$17.9K 0.01% 892
2019
Q4
$76K Buy
1,777
+606
+52% +$25.9K 0.01% 1126
2019
Q3
$54K Hold
1,171
0.01% 1198
2019
Q2
$50K Buy
1,171
+839
+253% +$35.8K 0.01% 1222
2019
Q1
$12K Buy
332
+132
+66% +$4.77K ﹤0.01% 1664
2018
Q4
$4K Hold
200
﹤0.01% 1737
2018
Q3
$5K Hold
200
﹤0.01% 1572
2018
Q2
$4K Sell
200
-25
-11% -$500 ﹤0.01% 1668
2018
Q1
$4K Sell
225
-19
-8% -$338 ﹤0.01% 1631
2017
Q4
$5K Hold
244
﹤0.01% 1487
2017
Q3
$5K Hold
244
﹤0.01% 1486
2017
Q2
$4K Hold
244
﹤0.01% 1436
2017
Q1
$5K Buy
244
+52
+27% +$1.07K ﹤0.01% 1342
2016
Q4
$4K Sell
192
-9
-4% -$187 ﹤0.01% 1324
2016
Q3
$4K Hold
201
﹤0.01% 1331
2016
Q2
$4K Sell
201
-13
-6% -$259 ﹤0.01% 1299
2016
Q1
$5K Buy
214
+72
+51% +$1.68K ﹤0.01% 1181
2015
Q4
$3K Buy
+142
New +$3K ﹤0.01% 1289