Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
9,342
+226
+2% +$4.97K ﹤0.01% 903
2025
Q1
$163K Sell
9,116
-189
-2% -$3.38K ﹤0.01% 978
2024
Q4
$133K Buy
9,305
+1,917
+26% +$27.5K ﹤0.01% 1071
2024
Q3
$122K Buy
7,388
+429
+6% +$7.1K ﹤0.01% 1120
2024
Q2
$93.6K Sell
6,959
-125
-2% -$1.68K ﹤0.01% 1194
2024
Q1
$119K Buy
7,084
+151
+2% +$2.54K ﹤0.01% 1093
2023
Q4
$106K Sell
6,933
-234
-3% -$3.56K ﹤0.01% 1074
2023
Q3
$86.9K Buy
7,167
+167
+2% +$2.02K ﹤0.01% 1130
2023
Q2
$82.9K Sell
7,000
-98
-1% -$1.16K ﹤0.01% 1157
2023
Q1
$71.1K Sell
7,098
-2,187
-24% -$21.9K ﹤0.01% 1210
2022
Q4
$99K Buy
9,285
+1,772
+24% +$18.9K ﹤0.01% 1009
2022
Q3
$68K Buy
7,513
+914
+14% +$8.27K ﹤0.01% 1140
2022
Q2
$53K Buy
6,599
+2,677
+68% +$21.5K ﹤0.01% 1258
2022
Q1
$39K Sell
3,922
-3,428
-47% -$34.1K ﹤0.01% 1498
2021
Q4
$54K Sell
7,350
-1,216
-14% -$8.93K ﹤0.01% 1300
2021
Q3
$61K Buy
8,566
+4,019
+88% +$28.6K ﹤0.01% 1206
2021
Q2
$34K Sell
4,547
-2,394
-34% -$17.9K ﹤0.01% 1465
2021
Q1
$51K Sell
6,941
-2,107
-23% -$15.5K ﹤0.01% 1164
2020
Q4
$78K Sell
9,048
-810
-8% -$6.98K ﹤0.01% 896
2020
Q3
$82K Sell
9,858
-157
-2% -$1.31K ﹤0.01% 776
2020
Q2
$105K Sell
10,015
-4,495
-31% -$47.1K 0.01% 672
2020
Q1
$107K Sell
14,510
-1,245
-8% -$9.18K 0.01% 615
2019
Q4
$237K Buy
15,755
+82
+0.5% +$1.23K 0.02% 414
2019
Q3
$186K Hold
15,673
0.02% 435
2019
Q2
$191K Hold
15,673
0.02% 407
2019
Q1
$166K Buy
15,673
+43
+0.3% +$455 0.01% 447
2018
Q4
$126K Buy
15,630
+1,716
+12% +$13.8K 0.01% 503
2018
Q3
$82K Buy
13,914
+6,518
+88% +$38.4K 0.01% 720
2018
Q2
$44K Sell
7,396
-189
-2% -$1.12K ﹤0.01% 900
2018
Q1
$80K Buy
+7,585
New +$80K 0.01% 605
2016
Q4
Sell
-2,440
Closed -$23K 1022
2016
Q3
$23K Buy
2,440
+930
+62% +$8.77K ﹤0.01% 763
2016
Q2
$14K Hold
1,510
﹤0.01% 829
2016
Q1
$10K Hold
1,510
﹤0.01% 850
2015
Q4
$7K Hold
1,510
﹤0.01% 810
2015
Q3
$6K Hold
1,510
﹤0.01% 799
2015
Q2
$8K Hold
1,510
﹤0.01% 675
2015
Q1
$8K Buy
+1,510
New +$8K ﹤0.01% 576
2014
Q1
Sell
-162
Closed -$2K 907
2013
Q4
$2K Buy
+162
New +$2K ﹤0.01% 595