Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
1,499
+79
+6% +$24.8K 0.01% 857
2025
Q1
$373K Buy
1,420
+19
+1% +$4.99K 0.01% 913
2024
Q4
$366K Sell
1,401
-5
-0.4% -$1.31K 0.01% 942
2024
Q3
$327K Buy
1,406
+19
+1% +$4.42K ﹤0.01% 994
2024
Q2
$280K Buy
1,387
+251
+22% +$50.7K ﹤0.01% 1037
2024
Q1
$195K Buy
1,136
+5
+0.4% +$857 ﹤0.01% 1171
2023
Q4
$245K Buy
1,131
+166
+17% +$36K ﹤0.01% 1008
2023
Q3
$154K Buy
965
+15
+2% +$2.39K ﹤0.01% 1073
2023
Q2
$274K Sell
950
-424
-31% -$122K ﹤0.01% 953
2023
Q1
$438K Sell
1,374
-68
-5% -$21.7K 0.01% 759
2022
Q4
$425K Sell
1,442
-329
-19% -$96.9K 0.01% 753
2022
Q3
$406K Sell
1,771
-805
-31% -$185K 0.01% 778
2022
Q2
$561K Buy
2,576
+241
+10% +$52.5K 0.01% 688
2022
Q1
$622K Buy
2,335
+855
+58% +$228K 0.01% 734
2021
Q4
$394K Buy
1,480
+568
+62% +$151K 0.01% 934
2021
Q3
$259K Sell
912
-39
-4% -$11.1K ﹤0.01% 1103
2021
Q2
$261K Buy
951
+36
+4% +$9.88K ﹤0.01% 1094
2021
Q1
$239K Buy
915
+201
+28% +$52.5K ﹤0.01% 1103
2020
Q4
$183K Buy
714
+79
+12% +$20.2K ﹤0.01% 1094
2020
Q3
$150K Sell
635
-49
-7% -$11.6K ﹤0.01% 1055
2020
Q2
$133K Buy
684
+576
+533% +$112K ﹤0.01% 1027
2020
Q1
$18K Hold
108
﹤0.01% 1065
2019
Q4
$18K Sell
108
-200
-65% -$33.3K ﹤0.01% 1129
2019
Q3
$51K Sell
308
-762
-71% -$126K ﹤0.01% 1127
2019
Q2
$128K Sell
1,070
-1,560
-59% -$187K ﹤0.01% 1116
2019
Q1
$250K Buy
2,630
+329
+14% +$31.3K 0.01% 978
2018
Q4
$183K Buy
+2,301
New +$183K 0.01% 998