Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$164K Sell
764
-81
-10% -$17.4K ﹤0.01% 1007
2025
Q1
$170K Buy
845
+320
+61% +$64.5K ﹤0.01% 966
2024
Q4
$110K Sell
525
-90
-15% -$18.8K ﹤0.01% 1187
2024
Q3
$161K Sell
615
-25
-4% -$6.56K ﹤0.01% 975
2024
Q2
$148K Sell
640
-77
-11% -$17.8K ﹤0.01% 968
2024
Q1
$197K Sell
717
-33
-4% -$9.06K ﹤0.01% 832
2023
Q4
$198K Sell
750
-262
-26% -$69.2K ﹤0.01% 800
2023
Q3
$226K Buy
1,012
+301
+42% +$67.2K 0.01% 702
2023
Q2
$176K Buy
711
+104
+17% +$25.8K ﹤0.01% 807
2023
Q1
$135K Buy
607
+26
+4% +$5.78K ﹤0.01% 888
2022
Q4
$138K Buy
581
+20
+4% +$4.75K ﹤0.01% 854
2022
Q3
$119K Buy
561
+8
+1% +$1.7K ﹤0.01% 875
2022
Q2
$112K Buy
553
+134
+32% +$27.1K ﹤0.01% 925
2022
Q1
$95K Buy
419
+10
+2% +$2.27K ﹤0.01% 1058
2021
Q4
$104K Buy
409
+40
+11% +$10.2K ﹤0.01% 993
2021
Q3
$88K Hold
369
﹤0.01% 1040
2021
Q2
$81K Buy
369
+10
+3% +$2.2K ﹤0.01% 1045
2021
Q1
$71K Hold
359
﹤0.01% 1017
2020
Q4
$72K Sell
359
-20
-5% -$4.01K ﹤0.01% 922
2020
Q3
$73K Sell
379
-9
-2% -$1.73K ﹤0.01% 823
2020
Q2
$74K Sell
388
-6
-2% -$1.14K ﹤0.01% 805
2020
Q1
$53K Buy
394
+143
+57% +$19.2K ﹤0.01% 865
2019
Q4
$41K Hold
251
﹤0.01% 1039
2019
Q3
$37K Hold
251
﹤0.01% 1031
2019
Q2
$35K Hold
251
﹤0.01% 1005
2019
Q1
$33K Hold
251
﹤0.01% 1004
2018
Q4
$30K Sell
251
-45
-15% -$5.38K ﹤0.01% 1007
2018
Q3
$41K Sell
296
-34
-10% -$4.71K ﹤0.01% 947
2018
Q2
$42K Buy
330
+297
+900% +$37.8K ﹤0.01% 916
2018
Q1
$4K Buy
+33
New +$4K ﹤0.01% 1445