Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Buy
2,827
+1,438
+104% +$98.6K ﹤0.01% 929
2025
Q1
$89.8K Sell
1,389
-180
-11% -$11.6K ﹤0.01% 1264
2024
Q4
$166K Buy
1,569
+156
+11% +$16.5K ﹤0.01% 955
2024
Q3
$142K Sell
1,413
-300
-18% -$30.2K ﹤0.01% 1034
2024
Q2
$181K Buy
1,713
+107
+7% +$11.3K ﹤0.01% 857
2024
Q1
$226K Buy
1,606
+48
+3% +$6.75K ﹤0.01% 786
2023
Q4
$190K Sell
1,558
-276
-15% -$33.7K ﹤0.01% 812
2023
Q3
$140K Sell
1,834
-83
-4% -$6.35K ﹤0.01% 883
2023
Q2
$163K Buy
1,917
+92
+5% +$7.82K ﹤0.01% 831
2023
Q1
$163K Buy
1,825
+16
+0.9% +$1.43K ﹤0.01% 808
2022
Q4
$128K Buy
1,809
+65
+4% +$4.59K ﹤0.01% 885
2022
Q3
$78K Buy
1,744
+120
+7% +$5.37K ﹤0.01% 1084
2022
Q2
$92K Buy
1,624
+696
+75% +$39.4K ﹤0.01% 1016
2022
Q1
$71K Buy
928
+17
+2% +$1.3K ﹤0.01% 1200
2021
Q4
$97K Buy
911
+1
+0.1% +$106 ﹤0.01% 1032
2021
Q3
$94K Sell
910
-30
-3% -$3.1K ﹤0.01% 1005
2021
Q2
$101K Buy
940
+50
+6% +$5.37K ﹤0.01% 948
2021
Q1
$94K Hold
890
﹤0.01% 910
2020
Q4
$84K Sell
890
-4
-0.4% -$378 ﹤0.01% 855
2020
Q3
$53K Sell
894
-169
-16% -$10K ﹤0.01% 956
2020
Q2
$51K Buy
1,063
+385
+57% +$18.5K ﹤0.01% 940
2020
Q1
$26K Buy
678
+570
+528% +$21.9K ﹤0.01% 1133
2019
Q4
$11K Buy
108
+9
+9% +$917 ﹤0.01% 1450
2019
Q3
$9K Sell
99
-108
-52% -$9.82K ﹤0.01% 1473
2019
Q2
$20K Sell
207
-107
-34% -$10.3K ﹤0.01% 1203
2019
Q1
$38K Buy
314
+75
+31% +$9.08K ﹤0.01% 965
2018
Q4
$22K Buy
239
+29
+14% +$2.67K ﹤0.01% 1114
2018
Q3
$30K Sell
210
-19
-8% -$2.71K ﹤0.01% 1058
2018
Q2
$34K Buy
229
+15
+7% +$2.23K ﹤0.01% 991
2018
Q1
$32K Buy
+214
New +$32K ﹤0.01% 896
2016
Q4
Sell
-51
Closed -$6K 969
2016
Q3
$6K Buy
51
+25
+96% +$2.94K ﹤0.01% 1185
2016
Q2
$2K Hold
26
﹤0.01% 1250
2016
Q1
$3K Buy
26
+12
+86% +$1.39K ﹤0.01% 1106
2015
Q4
$1K Buy
+14
New +$1K ﹤0.01% 1207
2015
Q3
Sell
-5
Closed -$1K 1322
2015
Q2
$1K Buy
+5
New +$1K ﹤0.01% 979