Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Sell
2,495
-196
-7% -$14.9K ﹤0.01% 940
2025
Q1
$177K Buy
2,691
+787
+41% +$51.7K ﹤0.01% 947
2024
Q4
$135K Sell
1,904
-651
-25% -$46K ﹤0.01% 1067
2024
Q3
$159K Buy
2,555
+68
+3% +$4.22K ﹤0.01% 982
2024
Q2
$139K Sell
2,487
-71
-3% -$3.97K ﹤0.01% 994
2024
Q1
$165K Buy
2,558
+166
+7% +$10.7K ﹤0.01% 915
2023
Q4
$127K Sell
2,392
-904
-27% -$48.1K ﹤0.01% 989
2023
Q3
$178K Buy
3,296
+1,131
+52% +$60.9K ﹤0.01% 792
2023
Q2
$115K Buy
2,165
+648
+43% +$34.3K ﹤0.01% 991
2023
Q1
$79.5K Sell
1,517
-1,282
-46% -$67.2K ﹤0.01% 1160
2022
Q4
$142K Sell
2,799
-2,246
-45% -$114K ﹤0.01% 843
2022
Q3
$274K Buy
5,045
+334
+7% +$18.1K 0.01% 565
2022
Q2
$274K Buy
4,711
+1,751
+59% +$102K 0.01% 573
2022
Q1
$214K Buy
2,960
+277
+10% +$20K 0.01% 695
2021
Q4
$234K Buy
2,683
+631
+31% +$55K 0.01% 654
2021
Q3
$169K Sell
2,052
-159
-7% -$13.1K 0.01% 761
2021
Q2
$181K Buy
2,211
+500
+29% +$40.9K 0.01% 711
2021
Q1
$133K Sell
1,711
-24
-1% -$1.87K 0.01% 756
2020
Q4
$116K Buy
1,735
+297
+21% +$19.9K 0.01% 722
2020
Q3
$70K Buy
1,438
+295
+26% +$14.4K ﹤0.01% 842
2020
Q2
$49K Buy
1,143
+95
+9% +$4.07K ﹤0.01% 962
2020
Q1
$33K Buy
1,048
+369
+54% +$11.6K ﹤0.01% 1052
2019
Q4
$28K Sell
679
-8
-1% -$330 ﹤0.01% 1165
2019
Q3
$27K Sell
687
-59
-8% -$2.32K ﹤0.01% 1129
2019
Q2
$34K Buy
746
+68
+10% +$3.1K ﹤0.01% 1024
2019
Q1
$27K Buy
678
+21
+3% +$836 ﹤0.01% 1079
2018
Q4
$22K Buy
657
+26
+4% +$871 ﹤0.01% 1118
2018
Q3
$27K Buy
631
+70
+12% +$3K ﹤0.01% 1091
2018
Q2
$18K Buy
561
+480
+593% +$15.4K ﹤0.01% 1203
2018
Q1
$3K Buy
+81
New +$3K ﹤0.01% 1513
2016
Q4
Sell
-401
Closed -$11K 1139
2016
Q3
$11K Buy
401
+368
+1,115% +$10.1K ﹤0.01% 996
2016
Q2
$1K Hold
33
﹤0.01% 1365
2016
Q1
$1K Hold
33
﹤0.01% 1317
2015
Q4
$1K Hold
33
﹤0.01% 1223
2015
Q3
$1K Buy
+33
New +$1K ﹤0.01% 1164
2014
Q1
Sell
-368
Closed -$13K 923
2013
Q4
$13K Hold
368
﹤0.01% 415
2013
Q3
$11K Hold
368
﹤0.01% 401
2013
Q2
$10K Buy
+368
New +$10K 0.01% 335