Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
739
+148
+25% +$23.5K ﹤0.01% 1168
2025
Q1
$85K Sell
591
-30
-5% -$4.31K ﹤0.01% 1296
2024
Q4
$97.4K Buy
621
+23
+4% +$3.61K ﹤0.01% 1239
2024
Q3
$87.2K Hold
598
﹤0.01% 1287
2024
Q2
$74.1K Sell
598
-100
-14% -$12.4K ﹤0.01% 1309
2024
Q1
$83.9K Buy
698
+16
+2% +$1.92K ﹤0.01% 1281
2023
Q4
$78.5K Buy
682
+6
+0.9% +$690 ﹤0.01% 1240
2023
Q3
$72.3K Hold
676
﹤0.01% 1211
2023
Q2
$57.3K Sell
676
-48
-7% -$4.07K ﹤0.01% 1344
2023
Q1
$64.6K Buy
724
+238
+49% +$21.2K ﹤0.01% 1261
2022
Q4
$40.6K Buy
486
+81
+20% +$6.77K ﹤0.01% 1457
2022
Q3
$31K Sell
405
-274
-40% -$21K ﹤0.01% 1534
2022
Q2
$48K Buy
679
+250
+58% +$17.7K ﹤0.01% 1317
2022
Q1
$34K Buy
429
+255
+147% +$20.2K ﹤0.01% 1563
2021
Q4
$14K Buy
174
+62
+55% +$4.99K ﹤0.01% 1951
2021
Q3
$9K Sell
112
-10
-8% -$804 ﹤0.01% 2123
2021
Q2
$9K Buy
122
+10
+9% +$738 ﹤0.01% 2040
2021
Q1
$8K Hold
112
﹤0.01% 1956
2020
Q4
$7K Hold
112
﹤0.01% 1846
2020
Q3
$5K Sell
112
-45
-29% -$2.01K ﹤0.01% 1905
2020
Q2
$6K Buy
157
+12
+8% +$459 ﹤0.01% 1742
2020
Q1
$4K Buy
145
+2
+1% +$55 ﹤0.01% 1747
2019
Q4
$8K Sell
143
-1
-0.7% -$56 ﹤0.01% 1526
2019
Q3
$7K Sell
144
-18
-11% -$875 ﹤0.01% 1536
2019
Q2
$9K Buy
162
+18
+13% +$1K ﹤0.01% 1444
2019
Q1
$9K Hold
144
﹤0.01% 1444
2018
Q4
$7K Sell
144
-127
-47% -$6.17K ﹤0.01% 1454
2018
Q3
$20K Hold
271
﹤0.01% 1173
2018
Q2
$19K Sell
271
-194
-42% -$13.6K ﹤0.01% 1189
2018
Q1
$34K Buy
+465
New +$34K ﹤0.01% 869
2016
Q4
Sell
-198
Closed -$13K 978
2016
Q3
$13K Buy
198
+57
+40% +$3.74K ﹤0.01% 947
2016
Q2
$9K Hold
141
﹤0.01% 941
2016
Q1
$9K Buy
141
+95
+207% +$6.06K ﹤0.01% 865
2015
Q4
$3K Buy
+46
New +$3K ﹤0.01% 1028
2014
Q2
Sell
-115
Closed -$9K 984
2014
Q1
$9K Hold
115
﹤0.01% 429
2013
Q4
$8K Buy
+115
New +$8K ﹤0.01% 464