Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$542K Buy
1,651
+193
+13% +$63.3K 0.01% 533
2025
Q1
$390K Buy
1,458
+273
+23% +$72.9K 0.01% 615
2024
Q4
$282K Buy
1,185
+9
+0.8% +$2.14K 0.01% 733
2024
Q3
$308K Buy
1,176
+180
+18% +$47.1K 0.01% 684
2024
Q2
$223K Buy
996
+27
+3% +$6.04K ﹤0.01% 772
2024
Q1
$185K Sell
969
-49
-5% -$9.36K ﹤0.01% 859
2023
Q4
$182K Buy
1,018
+60
+6% +$10.7K ﹤0.01% 829
2023
Q3
$155K Buy
958
+151
+19% +$24.5K ﹤0.01% 841
2023
Q2
$143K Sell
807
-27
-3% -$4.78K ﹤0.01% 879
2023
Q1
$143K Buy
834
+28
+3% +$4.79K ﹤0.01% 863
2022
Q4
$124K Buy
806
+127
+19% +$19.5K ﹤0.01% 895
2022
Q3
$98K Buy
679
+155
+30% +$22.4K ﹤0.01% 960
2022
Q2
$69K Sell
524
-66
-11% -$8.69K ﹤0.01% 1139
2022
Q1
$91K Sell
590
-49
-8% -$7.56K ﹤0.01% 1076
2021
Q4
$92K Buy
639
+111
+21% +$16K ﹤0.01% 1054
2021
Q3
$70K Hold
528
﹤0.01% 1137
2021
Q2
$74K Buy
528
+23
+5% +$3.22K ﹤0.01% 1089
2021
Q1
$64K Buy
505
+17
+3% +$2.15K ﹤0.01% 1059
2020
Q4
$65K Buy
488
+4
+0.8% +$533 ﹤0.01% 962
2020
Q3
$51K Buy
484
+24
+5% +$2.53K ﹤0.01% 977
2020
Q2
$46K Buy
460
+199
+76% +$19.9K ﹤0.01% 984
2020
Q1
$19K Buy
261
+137
+110% +$9.97K ﹤0.01% 1248
2019
Q4
$14K Sell
124
-22
-15% -$2.48K ﹤0.01% 1376
2019
Q3
$18K Buy
146
+68
+87% +$8.38K ﹤0.01% 1250
2019
Q2
$10K Sell
78
-13
-14% -$1.67K ﹤0.01% 1405
2019
Q1
$9K Hold
91
﹤0.01% 1438
2018
Q4
$7K Hold
91
﹤0.01% 1446
2018
Q3
$8K Hold
91
﹤0.01% 1428
2018
Q2
$7K Sell
91
-2
-2% -$154 ﹤0.01% 1477
2018
Q1
$6K Buy
+93
New +$6K ﹤0.01% 1358