Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
3,249
-50
-2% -$3.41K ﹤0.01% 865
2025
Q1
$200K Buy
3,299
+52
+2% +$3.15K ﹤0.01% 881
2024
Q4
$224K Sell
3,247
-19
-0.6% -$1.31K ﹤0.01% 817
2024
Q3
$216K Sell
3,266
-345
-10% -$22.8K ﹤0.01% 826
2024
Q2
$219K Buy
3,611
+451
+14% +$27.3K ﹤0.01% 780
2024
Q1
$180K Buy
3,160
+280
+10% +$16K ﹤0.01% 869
2023
Q4
$181K Buy
2,880
+423
+17% +$26.6K ﹤0.01% 834
2023
Q3
$142K Buy
2,457
+537
+28% +$31K ﹤0.01% 879
2023
Q2
$120K Sell
1,920
-365
-16% -$22.7K ﹤0.01% 971
2023
Q1
$165K Buy
2,285
+504
+28% +$36.4K ﹤0.01% 800
2022
Q4
$143K Buy
1,781
+361
+25% +$29K ﹤0.01% 840
2022
Q3
$95K Sell
1,420
-206
-13% -$13.8K ﹤0.01% 978
2022
Q2
$124K Buy
1,626
+501
+45% +$38.2K ﹤0.01% 876
2022
Q1
$89K Buy
1,125
+187
+20% +$14.8K ﹤0.01% 1088
2021
Q4
$69K Buy
938
+528
+129% +$38.8K ﹤0.01% 1188
2021
Q3
$28K Buy
410
+10
+3% +$683 ﹤0.01% 1596
2021
Q2
$34K Buy
400
+63
+19% +$5.36K ﹤0.01% 1455
2021
Q1
$27K Sell
337
-195
-37% -$15.6K ﹤0.01% 1445
2020
Q4
$46K Sell
532
-127
-19% -$11K ﹤0.01% 1121
2020
Q3
$59K Buy
659
+23
+4% +$2.06K ﹤0.01% 913
2020
Q2
$66K Buy
636
+78
+14% +$8.09K ﹤0.01% 841
2020
Q1
$41K Buy
558
+352
+171% +$25.9K ﹤0.01% 960
2019
Q4
$18K Buy
206
+58
+39% +$5.07K ﹤0.01% 1312
2019
Q3
$11K Sell
148
-92
-38% -$6.84K ﹤0.01% 1405
2019
Q2
$20K Buy
240
+85
+55% +$7.08K ﹤0.01% 1199
2019
Q1
$13K Buy
155
+34
+28% +$2.85K ﹤0.01% 1322
2018
Q4
$8K Buy
121
+18
+17% +$1.19K ﹤0.01% 1411
2018
Q3
$7K Sell
103
-411
-80% -$27.9K ﹤0.01% 1467
2018
Q2
$34K Buy
514
+410
+394% +$27.1K ﹤0.01% 989
2018
Q1
$9K Buy
+104
New +$9K ﹤0.01% 1264
2016
Q1
Sell
-33
Closed -$4K 1406
2015
Q4
$4K Sell
33
-5
-13% -$606 ﹤0.01% 948
2015
Q3
$4K Buy
38
+32
+533% +$3.37K ﹤0.01% 885
2015
Q2
$1K Sell
6
-5
-45% -$833 ﹤0.01% 961
2015
Q1
$1K Buy
+11
New +$1K ﹤0.01% 874