Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Buy
554
+7
+1% +$2.31K 0.01% 344
2025
Q1
$180K Buy
547
+42
+8% +$13.8K 0.01% 349
2024
Q4
$139K Buy
505
+32
+7% +$8.84K 0.01% 288
2024
Q3
$164K Hold
473
0.01% 266
2024
Q2
$156K Sell
473
-25
-5% -$8.26K 0.01% 272
2024
Q1
$181K Sell
498
-2,976
-86% -$1.08M 0.01% 256
2023
Q4
$1.04M Buy
3,474
+2,974
+595% +$891K 0.09% 133
2023
Q3
$143K Sell
500
-27
-5% -$7.72K 0.01% 255
2023
Q2
$148K Hold
527
0.01% 260
2023
Q1
$135K Hold
527
0.01% 282
2022
Q4
$175K Sell
527
-23
-4% -$7.62K 0.02% 275
2022
Q3
$153K Hold
550
0.02% 275
2022
Q2
$144K Sell
550
-217
-28% -$56.8K 0.01% 282
2022
Q1
$184K Sell
767
-113
-13% -$27.1K 0.01% 278
2021
Q4
$202K Buy
880
+45
+5% +$10.3K 0.02% 261
2021
Q3
$167K Hold
835
0.01% 259
2021
Q2
$197K Buy
835
+40
+5% +$9.44K 0.02% 253
2021
Q1
$192K Sell
795
-165
-17% -$39.8K 0.02% 248
2020
Q4
$200K Hold
960
0.02% 240
2020
Q3
$163K Buy
+960
New +$163K 0.02% 236
2020
Q1
Sell
-1,197
Closed -$245K 227
2019
Q4
$245K Sell
1,197
-328
-22% -$67.1K 0.03% 221
2019
Q3
$232K Sell
1,525
-670
-31% -$102K 0.03% 218
2019
Q2
$346K Sell
2,195
-800
-27% -$126K 0.04% 195
2019
Q1
$481K Sell
2,995
-2,240
-43% -$360K 0.05% 195
2018
Q4
$994K Buy
5,235
+3,084
+143% +$586K 0.11% 134
2018
Q3
$448K Hold
2,151
0.05% 200
2018
Q2
$366K Hold
2,151
0.04% 214
2018
Q1
$361K Sell
2,151
-914
-30% -$153K 0.04% 205
2017
Q4
$622K Buy
3,065
+65
+2% +$13.2K 0.07% 191
2017
Q3
$561 Hold
3,000
0.06% 166
2017
Q2
$502K Buy
+3,000
New +$502K 0.06% 174