Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
3,399
+28
+0.8% +$1.8K ﹤0.01% 871
2025
Q1
$234K Sell
3,371
-223
-6% -$15.5K ﹤0.01% 809
2024
Q4
$261K Buy
3,594
+876
+32% +$63.6K ﹤0.01% 754
2024
Q3
$228K Buy
2,718
+81
+3% +$6.8K ﹤0.01% 804
2024
Q2
$176K Buy
2,637
+68
+3% +$4.53K ﹤0.01% 877
2024
Q1
$203K Sell
2,569
-129
-5% -$10.2K ﹤0.01% 824
2023
Q4
$181K Buy
2,698
+58
+2% +$3.89K ﹤0.01% 835
2023
Q3
$141K Sell
2,640
-228
-8% -$12.2K ﹤0.01% 881
2023
Q2
$165K Buy
2,868
+617
+27% +$35.4K ﹤0.01% 826
2023
Q1
$112K Sell
2,251
-66
-3% -$3.28K ﹤0.01% 983
2022
Q4
$108K Buy
2,317
+46
+2% +$2.15K ﹤0.01% 968
2022
Q3
$106K Buy
2,271
+311
+16% +$14.5K ﹤0.01% 925
2022
Q2
$99K Buy
1,960
+272
+16% +$13.7K ﹤0.01% 987
2022
Q1
$86K Sell
1,688
-143
-8% -$7.29K ﹤0.01% 1104
2021
Q4
$129K Buy
1,831
+46
+3% +$3.24K ﹤0.01% 901
2021
Q3
$99K Buy
1,785
+14
+0.8% +$776 ﹤0.01% 976
2021
Q2
$104K Sell
1,771
-26
-1% -$1.53K ﹤0.01% 936
2021
Q1
$108K Buy
1,797
+11
+0.6% +$661 ﹤0.01% 842
2020
Q4
$98K Sell
1,786
-30
-2% -$1.65K ﹤0.01% 790
2020
Q3
$100K Buy
1,816
+471
+35% +$25.9K 0.01% 703
2020
Q2
$68K Sell
1,345
-122
-8% -$6.17K ﹤0.01% 831
2020
Q1
$51K Sell
1,467
-620
-30% -$21.6K ﹤0.01% 873
2019
Q4
$100K Buy
2,087
+328
+19% +$15.7K 0.01% 707
2019
Q3
$73K Buy
1,759
+69
+4% +$2.86K 0.01% 780
2019
Q2
$66K Buy
1,690
+32
+2% +$1.25K 0.01% 795
2019
Q1
$65K Buy
1,658
+260
+19% +$10.2K 0.01% 790
2018
Q4
$41K Buy
1,398
+557
+66% +$16.3K ﹤0.01% 909
2018
Q3
$31K Sell
841
-11
-1% -$405 ﹤0.01% 1047
2018
Q2
$32K Sell
852
-66
-7% -$2.48K ﹤0.01% 1009
2018
Q1
$37K Buy
+918
New +$37K ﹤0.01% 837
2016
Q4
Sell
-627
Closed -$22K 805
2016
Q3
$22K Hold
627
﹤0.01% 779
2016
Q2
$19K Sell
627
-4
-0.6% -$121 ﹤0.01% 735
2016
Q1
$20K Buy
631
+143
+29% +$4.53K ﹤0.01% 670
2015
Q4
$14K Buy
488
+440
+917% +$12.6K ﹤0.01% 657
2015
Q3
$1K Buy
+48
New +$1K ﹤0.01% 1139