Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
1,213
+640
+112% +$112K ﹤0.01% 889
2025
Q1
$104K Buy
573
+92
+19% +$16.6K ﹤0.01% 1194
2024
Q4
$101K Buy
481
+7
+1% +$1.46K ﹤0.01% 1224
2024
Q3
$102K Sell
474
-191
-29% -$41K ﹤0.01% 1210
2024
Q2
$134K Buy
665
+31
+5% +$6.24K ﹤0.01% 1011
2024
Q1
$155K Buy
634
+33
+5% +$8.05K ﹤0.01% 958
2023
Q4
$130K Buy
601
+7
+1% +$1.52K ﹤0.01% 980
2023
Q3
$124K Buy
594
+47
+9% +$9.78K ﹤0.01% 948
2023
Q2
$118K Sell
547
-43
-7% -$9.26K ﹤0.01% 981
2023
Q1
$136K Buy
590
+3
+0.5% +$693 ﹤0.01% 882
2022
Q4
$134K Buy
587
+14
+2% +$3.2K ﹤0.01% 864
2022
Q3
$115K Buy
573
+144
+34% +$28.9K ﹤0.01% 891
2022
Q2
$78K Buy
429
+106
+33% +$19.3K ﹤0.01% 1086
2022
Q1
$62K Sell
323
-48
-13% -$9.21K ﹤0.01% 1258
2021
Q4
$88K Buy
371
+26
+8% +$6.17K ﹤0.01% 1078
2021
Q3
$71K Buy
345
+45
+15% +$9.26K ﹤0.01% 1129
2021
Q2
$66K Buy
300
+17
+6% +$3.74K ﹤0.01% 1138
2021
Q1
$59K Buy
283
+27
+11% +$5.63K ﹤0.01% 1106
2020
Q4
$51K Buy
256
+8
+3% +$1.59K ﹤0.01% 1060
2020
Q3
$45K Buy
248
+32
+15% +$5.81K ﹤0.01% 1033
2020
Q2
$34K Buy
216
+43
+25% +$6.77K ﹤0.01% 1106
2020
Q1
$24K Buy
173
+142
+458% +$19.7K ﹤0.01% 1160
2019
Q4
$5K Sell
31
-10
-24% -$1.61K ﹤0.01% 1633
2019
Q3
$7K Buy
41
+10
+32% +$1.71K ﹤0.01% 1523
2019
Q2
$5K Hold
31
﹤0.01% 1570
2019
Q1
$5K Hold
31
﹤0.01% 1579
2018
Q4
$4K Sell
31
-26
-46% -$3.36K ﹤0.01% 1573
2018
Q3
$9K Sell
57
-11
-16% -$1.74K ﹤0.01% 1406
2018
Q2
$9K Sell
68
-15
-18% -$1.99K ﹤0.01% 1406
2018
Q1
$12K Buy
+83
New +$12K ﹤0.01% 1191