Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Buy
807
+29
+4% +$6.97K ﹤0.01% 930
2025
Q1
$176K Sell
778
-186
-19% -$42.2K ﹤0.01% 948
2024
Q4
$198K Sell
964
-16
-2% -$3.29K ﹤0.01% 875
2024
Q3
$238K Buy
980
+32
+3% +$7.76K ﹤0.01% 780
2024
Q2
$208K Sell
948
-1,414
-60% -$310K ﹤0.01% 805
2024
Q1
$531K Sell
2,362
-1,086
-31% -$244K 0.01% 486
2023
Q4
$758K Sell
3,448
-161
-4% -$35.4K 0.02% 356
2023
Q3
$792K Buy
3,609
+163
+5% +$35.8K 0.02% 308
2023
Q2
$775K Sell
3,446
-19
-0.5% -$4.28K 0.02% 311
2023
Q1
$663K Sell
3,465
-17
-0.5% -$3.25K 0.02% 343
2022
Q4
$643K Buy
3,482
+107
+3% +$19.8K 0.02% 331
2022
Q3
$561K Sell
3,375
-388
-10% -$64.5K 0.02% 334
2022
Q2
$776K Sell
3,763
-89
-2% -$18.4K 0.03% 256
2022
Q1
$931K Buy
3,852
+205
+6% +$49.5K 0.03% 229
2021
Q4
$888K Buy
3,647
+115
+3% +$28K 0.03% 237
2021
Q3
$722K Sell
3,532
-786
-18% -$161K 0.02% 263
2021
Q2
$891K Buy
4,318
+157
+4% +$32.4K 0.04% 219
2021
Q1
$793K Buy
4,161
+34
+0.8% +$6.48K 0.04% 211
2020
Q4
$782K Sell
4,127
-47
-1% -$8.91K 0.04% 178
2020
Q3
$735K Sell
4,174
-1
-0% -$176 0.04% 168
2020
Q2
$641K Sell
4,175
-190
-4% -$29.2K 0.04% 174
2020
Q1
$611K Buy
4,365
+61
+1% +$8.54K 0.05% 161
2019
Q4
$656K Buy
4,304
+98
+2% +$14.9K 0.05% 185
2019
Q3
$608K Buy
4,206
+2,599
+162% +$376K 0.05% 167
2019
Q2
$239K Buy
1,607
+773
+93% +$115K 0.02% 341
2019
Q1
$107K Buy
834
+626
+301% +$80.3K 0.01% 602
2018
Q4
$22K Buy
208
+95
+84% +$10K ﹤0.01% 1117
2018
Q3
$13K Sell
113
-91
-45% -$10.5K ﹤0.01% 1318
2018
Q2
$21K Buy
204
+82
+67% +$8.44K ﹤0.01% 1160
2018
Q1
$11K Buy
+122
New +$11K ﹤0.01% 1223