Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
2,721
-13
-0.5% -$1.6K ﹤0.01% 764
2025
Q1
$249K Buy
+2,734
New +$249K ﹤0.01% 802
2023
Q1
Sell
-7,562
Closed -$304K 847
2022
Q4
$304K Buy
7,562
+166
+2% +$6.68K ﹤0.01% 726
2022
Q3
$249K Buy
7,396
+1,347
+22% +$45.3K ﹤0.01% 747
2022
Q2
$280K Buy
6,049
+208
+4% +$9.63K ﹤0.01% 738
2022
Q1
$296K Buy
5,841
+1,616
+38% +$81.9K ﹤0.01% 741
2021
Q4
$237K Sell
4,225
-3,543
-46% -$199K ﹤0.01% 792
2021
Q3
$410K Sell
7,768
-3,326
-30% -$176K ﹤0.01% 654
2021
Q2
$556K Buy
11,094
+126
+1% +$6.32K 0.01% 589
2021
Q1
$492K Buy
10,968
+1,569
+17% +$70.4K 0.01% 555
2020
Q4
$344K Buy
9,399
+319
+4% +$11.7K ﹤0.01% 623
2020
Q3
$312K Buy
9,080
+7,604
+515% +$261K ﹤0.01% 591
2020
Q2
$41K Sell
1,476
-3,902
-73% -$108K ﹤0.01% 941
2020
Q1
$107K Buy
5,378
+3,508
+188% +$69.8K ﹤0.01% 905
2019
Q4
$48K Hold
1,870
﹤0.01% 951
2019
Q3
$48K Hold
1,870
﹤0.01% 907
2019
Q2
$48K Sell
1,870
-383
-17% -$9.83K ﹤0.01% 832
2019
Q1
$67K Buy
2,253
+2,018
+859% +$60K ﹤0.01% 766
2018
Q4
$6K Sell
235
-1,721
-88% -$43.9K ﹤0.01% 1162
2018
Q3
$54K Sell
1,956
-196
-9% -$5.41K ﹤0.01% 819
2018
Q2
$51K Buy
2,152
+142
+7% +$3.37K ﹤0.01% 780
2018
Q1
$42K Buy
+2,010
New +$42K ﹤0.01% 796
2017
Q2
Sell
-3,570
Closed -$62K 858
2017
Q1
$62K Sell
3,570
-278
-7% -$4.83K ﹤0.01% 696
2016
Q4
$59K Sell
3,848
-2,377
-38% -$36.4K ﹤0.01% 698
2016
Q3
$84K Buy
+6,225
New +$84K ﹤0.01% 633