Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Buy
1,687
+587
+53% +$133K 0.02% 519
2025
Q1
$268K Buy
1,100
+63
+6% +$15.4K 0.02% 468
2024
Q4
$292K Buy
1,037
+3
+0.3% +$844 0.02% 355
2024
Q3
$283K Buy
1,034
+329
+47% +$90K 0.02% 335
2024
Q2
$211K Sell
705
-294
-29% -$88.2K 0.01% 359
2024
Q1
$289K Buy
+999
New +$289K 0.02% 305
2022
Q2
Sell
-175
Closed -$41K 259
2022
Q1
$41K Sell
175
-259
-60% -$60.7K 0.01% 228
2021
Q4
$112K Buy
434
+226
+109% +$58.3K 0.03% 150
2021
Q3
$45K Buy
208
+31
+18% +$6.71K 0.01% 264
2021
Q2
$52K Buy
177
+4
+2% +$1.18K 0.01% 243
2021
Q1
$49K Hold
173
0.01% 253
2020
Q4
$45K Buy
173
+1
+0.6% +$260 0.01% 242
2020
Q3
$43K Sell
172
-20
-10% -$5K 0.01% 208
2020
Q2
$27K Hold
192
0.01% 274
2020
Q1
$23K Buy
192
+22
+13% +$2.64K 0.01% 271
2019
Q4
$26K Buy
170
+160
+1,600% +$24.5K 0.01% 304
2019
Q3
$1K Sell
10
-101
-91% -$10.1K ﹤0.01% 359
2019
Q2
$18.2K Buy
+111
New +$18.2K 0.01% 184
2019
Q1
Sell
-541
Closed -$87K 414
2018
Q4
$87K Sell
541
-73
-12% -$11.7K 0.03% 125
2018
Q3
$148K Sell
614
-27
-4% -$6.51K 0.06% 83
2018
Q2
$145K Sell
641
-606
-49% -$137K 0.06% 92
2018
Q1
$299K Buy
1,247
+718
+136% +$172K 0.13% 59
2017
Q4
$139K Sell
529
-76
-13% -$20K 0.06% 122
2017
Q3
$136K Buy
+605
New +$136K 0.05% 163