Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Sell
300
-5
-2% -$2.43K ﹤0.01% 1055
2025
Q1
$187K Sell
305
-28
-8% -$17.2K ﹤0.01% 912
2024
Q4
$176K Sell
333
-121
-27% -$64K ﹤0.01% 926
2024
Q3
$273K Buy
454
+58
+15% +$34.9K 0.01% 728
2024
Q2
$215K Sell
396
-16
-4% -$8.69K ﹤0.01% 788
2024
Q1
$265K Buy
412
+27
+7% +$17.3K 0.01% 721
2023
Q4
$225K Buy
385
+21
+6% +$12.3K 0.01% 748
2023
Q3
$189K Buy
364
+74
+26% +$38.5K ﹤0.01% 771
2023
Q2
$157K Buy
290
+41
+16% +$22.2K ﹤0.01% 844
2023
Q1
$134K Buy
249
+175
+236% +$94.1K ﹤0.01% 896
2022
Q4
$37.8K Sell
74
-11
-13% -$5.62K ﹤0.01% 1485
2022
Q3
$37K Sell
85
-3
-3% -$1.31K ﹤0.01% 1419
2022
Q2
$41K Sell
88
-7
-7% -$3.26K ﹤0.01% 1396
2022
Q1
$48K Buy
95
+39
+70% +$19.7K ﹤0.01% 1390
2021
Q4
$30K Sell
56
-12
-18% -$6.43K ﹤0.01% 1583
2021
Q3
$32K Buy
68
+7
+11% +$3.29K ﹤0.01% 1519
2021
Q2
$29K Sell
61
-22
-27% -$10.5K ﹤0.01% 1549
2021
Q1
$38K Buy
83
+4
+5% +$1.83K ﹤0.01% 1290
2020
Q4
$42K Buy
79
+26
+49% +$13.8K ﹤0.01% 1149
2020
Q3
$25K Hold
53
﹤0.01% 1266
2020
Q2
$24K Buy
53
+14
+36% +$6.34K ﹤0.01% 1252
2020
Q1
$17K Buy
39
+24
+160% +$10.5K ﹤0.01% 1285
2019
Q4
$7K Buy
15
+8
+114% +$3.73K ﹤0.01% 1547
2019
Q3
$3K Hold
7
﹤0.01% 1703
2019
Q2
$3K Hold
7
﹤0.01% 1663
2019
Q1
$2K Buy
+7
New +$2K ﹤0.01% 1754
2018
Q3
Sell
-4
Closed -$1K 1913
2018
Q2
$1K Buy
+4
New +$1K ﹤0.01% 1786