Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
1,054
-196
-16% -$45.3K ﹤0.01% 814
2025
Q1
$273K Buy
1,250
+9
+0.7% +$1.97K 0.01% 747
2024
Q4
$254K Buy
1,241
+32
+3% +$6.56K ﹤0.01% 763
2024
Q3
$201K Sell
1,209
-12
-1% -$2K ﹤0.01% 855
2024
Q2
$175K Sell
1,221
-65
-5% -$9.3K ﹤0.01% 882
2024
Q1
$256K Buy
1,286
+454
+55% +$90.4K 0.01% 735
2023
Q4
$172K Sell
832
-220
-21% -$45.5K ﹤0.01% 862
2023
Q3
$273K Sell
1,052
-84
-7% -$21.8K 0.01% 625
2023
Q2
$365K Buy
1,136
+14
+1% +$4.5K 0.01% 551
2023
Q1
$341K Sell
1,122
-305
-21% -$92.7K 0.01% 554
2022
Q4
$443K Sell
1,427
-30
-2% -$9.31K 0.01% 449
2022
Q3
$481K Buy
1,457
+309
+27% +$102K 0.02% 381
2022
Q2
$322K Sell
1,148
-59
-5% -$16.5K 0.01% 510
2022
Q1
$418K Buy
1,207
+212
+21% +$73.4K 0.01% 461
2021
Q4
$413K Buy
995
+15
+2% +$6.23K 0.01% 456
2021
Q3
$486K Buy
980
+156
+19% +$77.4K 0.02% 379
2021
Q2
$299K Hold
824
0.01% 515
2021
Q1
$305K Sell
824
-35
-4% -$13K 0.01% 445
2020
Q4
$388K Sell
859
-2
-0.2% -$903 0.02% 332
2020
Q3
$268K Sell
861
-4
-0.5% -$1.25K 0.01% 382
2020
Q2
$268K Buy
865
+52
+6% +$16.1K 0.02% 366
2020
Q1
$164K Buy
813
+2
+0.2% +$403 0.01% 474
2019
Q4
$215K Buy
811
+96
+13% +$25.5K 0.02% 447
2019
Q3
$150K Sell
715
-56
-7% -$11.7K 0.01% 504
2019
Q2
$175K Buy
771
+17
+2% +$3.86K 0.02% 439
2019
Q1
$143K Buy
754
+92
+14% +$17.4K 0.01% 505
2018
Q4
$81K Buy
662
+111
+20% +$13.6K 0.01% 664
2018
Q3
$86K Hold
551
0.01% 699
2018
Q2
$54K Hold
551
0.01% 835
2018
Q1
$59K Buy
+551
New +$59K 0.01% 686
2016
Q4
Sell
-156
Closed -$8K 918
2016
Q3
$8K Buy
+156
New +$8K ﹤0.01% 1097