Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
1,992
+502
+34% +$78.7K 0.01% 714
2025
Q1
$192K Buy
1,490
+293
+24% +$37.8K ﹤0.01% 901
2024
Q4
$171K Sell
1,197
-37
-3% -$5.29K ﹤0.01% 939
2024
Q3
$184K Buy
1,234
+43
+4% +$6.43K ﹤0.01% 907
2024
Q2
$154K Sell
1,191
-209
-15% -$27K ﹤0.01% 943
2024
Q1
$190K Buy
1,400
+250
+22% +$34K ﹤0.01% 844
2023
Q4
$137K Buy
1,150
+87
+8% +$10.4K ﹤0.01% 964
2023
Q3
$104K Buy
1,063
+4
+0.4% +$392 ﹤0.01% 1034
2023
Q2
$98.7K Sell
1,059
-48
-4% -$4.47K ﹤0.01% 1061
2023
Q1
$95.5K Buy
1,107
+15
+1% +$1.29K ﹤0.01% 1063
2022
Q4
$88.6K Buy
1,092
+136
+14% +$11K ﹤0.01% 1065
2022
Q3
$62K Sell
956
-1,457
-60% -$94.5K ﹤0.01% 1173
2022
Q2
$162K Buy
2,413
+1,431
+146% +$96.1K 0.01% 767
2022
Q1
$74K Sell
982
-170
-15% -$12.8K ﹤0.01% 1185
2021
Q4
$118K Buy
1,152
+115
+11% +$11.8K ﹤0.01% 934
2021
Q3
$89K Sell
1,037
-54
-5% -$4.64K ﹤0.01% 1033
2021
Q2
$100K Buy
1,091
+92
+9% +$8.43K ﹤0.01% 953
2021
Q1
$91K Buy
999
+26
+3% +$2.37K ﹤0.01% 926
2020
Q4
$75K Buy
973
+269
+38% +$20.7K ﹤0.01% 908
2020
Q3
$42K Buy
704
+105
+18% +$6.26K ﹤0.01% 1058
2020
Q2
$35K Buy
599
+245
+69% +$14.3K ﹤0.01% 1094
2020
Q1
$16K Buy
354
+253
+250% +$11.4K ﹤0.01% 1319
2019
Q4
$7K Buy
101
+23
+29% +$1.59K ﹤0.01% 1556
2019
Q3
$5K Buy
78
+23
+42% +$1.47K ﹤0.01% 1605
2019
Q2
$4K Hold
55
﹤0.01% 1613
2019
Q1
$3K Hold
55
﹤0.01% 1703
2018
Q4
$3K Sell
55
-28
-34% -$1.53K ﹤0.01% 1645
2018
Q3
$5K Buy
+83
New +$5K ﹤0.01% 1546
2016
Q3
Sell
-100
Closed -$3K 1610
2016
Q2
$3K Buy
+100
New +$3K ﹤0.01% 1176
2014
Q1
Sell
-7
Closed 856
2013
Q4
$0 Hold
7
﹤0.01% 765
2013
Q3
$0 Buy
+7
New ﹤0.01% 706