Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
7,450
+19
+0.3% +$936 0.01% 668
2025
Q1
$329K Sell
7,431
-50
-0.7% -$2.21K 0.01% 684
2024
Q4
$352K Buy
7,481
+98
+1% +$4.61K 0.01% 657
2024
Q3
$348K Sell
7,383
-411
-5% -$19.4K 0.01% 644
2024
Q2
$296K Buy
7,794
+2,604
+50% +$98.7K 0.01% 673
2024
Q1
$193K Sell
5,190
-174
-3% -$6.46K ﹤0.01% 839
2023
Q4
$177K Buy
5,364
+1,260
+31% +$41.7K ﹤0.01% 846
2023
Q3
$115K Buy
4,104
+1,158
+39% +$32.4K ﹤0.01% 984
2023
Q2
$95K Buy
2,946
+407
+16% +$13.1K ﹤0.01% 1087
2023
Q1
$84.3K Sell
2,539
-99
-4% -$3.29K ﹤0.01% 1129
2022
Q4
$72.3K Hold
2,638
﹤0.01% 1170
2022
Q3
$75K Hold
2,638
﹤0.01% 1096
2022
Q2
$76K Sell
2,638
-63
-2% -$1.82K ﹤0.01% 1100
2022
Q1
$101K Hold
2,701
﹤0.01% 1027
2021
Q4
$114K Hold
2,701
﹤0.01% 947
2021
Q3
$99K Hold
2,701
﹤0.01% 975
2021
Q2
$100K Hold
2,701
﹤0.01% 952
2021
Q1
$83K Sell
2,701
-33
-1% -$1.01K ﹤0.01% 957
2020
Q4
$77K Buy
2,734
+197
+8% +$5.55K ﹤0.01% 898
2020
Q3
$50K Buy
2,537
+707
+39% +$13.9K ﹤0.01% 984
2020
Q2
$28K Sell
1,830
-251
-12% -$3.84K ﹤0.01% 1177
2020
Q1
$27K Sell
2,081
-74
-3% -$960 ﹤0.01% 1120
2019
Q4
$64K Sell
2,155
-277
-11% -$8.23K ﹤0.01% 881
2019
Q3
$86K Buy
2,432
+56
+2% +$1.98K 0.01% 709
2019
Q2
$92K Buy
2,376
+165
+7% +$6.39K 0.01% 661
2019
Q1
$80K Sell
2,211
-117
-5% -$4.23K 0.01% 710
2018
Q4
$71K Buy
2,328
+482
+26% +$14.7K 0.01% 712
2018
Q3
$56K Buy
1,846
+875
+90% +$26.5K 0.01% 834
2018
Q2
$27K Sell
971
-380
-28% -$10.6K ﹤0.01% 1065
2018
Q1
$39K Buy
+1,351
New +$39K ﹤0.01% 818
2016
Q4
Sell
-321
Closed -$9K 621
2016
Q3
$9K Sell
321
-171
-35% -$4.79K ﹤0.01% 1052
2016
Q2
$14K Buy
492
+236
+92% +$6.72K ﹤0.01% 825
2016
Q1
$8K Buy
256
+43
+20% +$1.34K ﹤0.01% 888
2015
Q4
$6K Buy
213
+113
+113% +$3.18K ﹤0.01% 841
2015
Q3
$3K Hold
100
﹤0.01% 943
2015
Q2
$3K Hold
100
﹤0.01% 829
2015
Q1
$3K Buy
+100
New +$3K ﹤0.01% 742