Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
928
+71
+8% +$19.5K ﹤0.01% 798
2025
Q1
$158K Buy
857
+7
+0.8% +$1.29K ﹤0.01% 988
2024
Q4
$167K Sell
850
-158
-16% -$31.1K ﹤0.01% 949
2024
Q3
$210K Buy
1,008
+241
+31% +$50.2K ﹤0.01% 838
2024
Q2
$180K Buy
767
+105
+16% +$24.6K ﹤0.01% 862
2024
Q1
$117K Buy
662
+18
+3% +$3.19K ﹤0.01% 1098
2023
Q4
$88.5K Sell
644
-28
-4% -$3.85K ﹤0.01% 1174
2023
Q3
$75.6K Buy
672
+115
+21% +$12.9K ﹤0.01% 1193
2023
Q2
$65.3K Buy
557
+142
+34% +$16.7K ﹤0.01% 1286
2023
Q1
$43.4K Buy
415
+32
+8% +$3.34K ﹤0.01% 1468
2022
Q4
$31.3K Sell
383
-161
-30% -$13.2K ﹤0.01% 1586
2022
Q3
$46K Sell
544
-24
-4% -$2.03K ﹤0.01% 1314
2022
Q2
$50K Buy
568
+352
+163% +$31K ﹤0.01% 1293
2022
Q1
$24K Sell
216
-7
-3% -$778 ﹤0.01% 1750
2021
Q4
$33K Sell
223
-5
-2% -$740 ﹤0.01% 1547
2021
Q3
$23K Buy
228
+56
+33% +$5.65K ﹤0.01% 1696
2021
Q2
$18K Buy
172
+39
+29% +$4.08K ﹤0.01% 1754
2021
Q1
$12K Buy
133
+28
+27% +$2.53K ﹤0.01% 1773
2020
Q4
$7K Buy
105
+9
+9% +$600 ﹤0.01% 1839
2020
Q3
$5K Sell
96
-23
-19% -$1.2K ﹤0.01% 1899
2020
Q2
$6K Buy
119
+22
+23% +$1.11K ﹤0.01% 1735
2020
Q1
$3K Buy
+97
New +$3K ﹤0.01% 1835