Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
541
+9
+2% +$4.81K ﹤0.01% 750
2025
Q1
$197K Buy
532
+75
+16% +$27.7K ﹤0.01% 887
2024
Q4
$207K Sell
457
-12
-3% -$5.45K ﹤0.01% 861
2024
Q3
$202K Buy
469
+49
+12% +$21.1K ﹤0.01% 853
2024
Q2
$153K Buy
420
+13
+3% +$4.75K ﹤0.01% 946
2024
Q1
$143K Buy
407
+4
+1% +$1.4K ﹤0.01% 1005
2023
Q4
$86.8K Sell
403
-8
-2% -$1.72K ﹤0.01% 1179
2023
Q3
$86.5K Buy
411
+18
+5% +$3.79K ﹤0.01% 1135
2023
Q2
$72.6K Sell
393
-21
-5% -$3.88K ﹤0.01% 1231
2023
Q1
$67.3K Buy
414
+79
+24% +$12.8K ﹤0.01% 1237
2022
Q4
$49.6K Buy
335
+15
+5% +$2.22K ﹤0.01% 1373
2022
Q3
$37K Sell
320
-41
-11% -$4.74K ﹤0.01% 1422
2022
Q2
$37K Sell
361
-65
-15% -$6.66K ﹤0.01% 1448
2022
Q1
$48K Buy
426
+36
+9% +$4.06K ﹤0.01% 1391
2021
Q4
$50K Buy
390
+18
+5% +$2.31K ﹤0.01% 1338
2021
Q3
$43K Sell
372
-84
-18% -$9.71K ﹤0.01% 1383
2021
Q2
$56K Buy
456
+172
+61% +$21.1K ﹤0.01% 1220
2021
Q1
$32K Sell
284
-25
-8% -$2.82K ﹤0.01% 1368
2020
Q4
$28K Sell
309
-19
-6% -$1.72K ﹤0.01% 1316
2020
Q3
$22K Sell
328
-20
-6% -$1.34K ﹤0.01% 1322
2020
Q2
$23K Buy
348
+238
+216% +$15.7K ﹤0.01% 1274
2020
Q1
$7K Buy
110
+28
+34% +$1.78K ﹤0.01% 1575
2019
Q4
$7K Buy
82
+22
+37% +$1.88K ﹤0.01% 1553
2019
Q3
$5K Buy
60
+20
+50% +$1.67K ﹤0.01% 1600
2019
Q2
$4K Hold
40
﹤0.01% 1603
2019
Q1
$3K Sell
40
-220
-85% -$16.5K ﹤0.01% 1687
2018
Q4
$16K Sell
260
-62
-19% -$3.82K ﹤0.01% 1216
2018
Q3
$24K Hold
322
﹤0.01% 1117
2018
Q2
$25K Buy
322
+309
+2,377% +$24K ﹤0.01% 1098
2018
Q1
$1K Buy
+13
New +$1K ﹤0.01% 1632
2016
Q2
Sell
-16
Closed -$1K 1451
2016
Q1
$1K Hold
16
﹤0.01% 1261
2015
Q4
$1K Hold
16
﹤0.01% 1171
2015
Q3
$1K Hold
16
﹤0.01% 1113
2015
Q2
$1K Buy
+16
New +$1K ﹤0.01% 943