Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
21,038
+1,738
+9% +$27.4K ﹤0.01% 852
2025
Q1
$229K Hold
19,300
﹤0.01% 915
2024
Q4
$249K Hold
19,300
﹤0.01% 923
2024
Q3
$246K Hold
19,300
﹤0.01% 937
2024
Q2
$272K Hold
19,300
﹤0.01% 897
2024
Q1
$373K Buy
19,300
+300
+2% +$5.81K ﹤0.01% 821
2023
Q4
$285K Buy
19,000
+700
+4% +$10.5K ﹤0.01% 880
2023
Q3
$193K Buy
18,300
+1,100
+6% +$11.6K ﹤0.01% 946
2023
Q2
$165K Hold
17,200
﹤0.01% 969
2023
Q1
$159K Sell
17,200
-37,600
-69% -$349K ﹤0.01% 947
2022
Q4
$604K Hold
54,800
0.01% 784
2022
Q3
$721K Buy
54,800
+200
+0.4% +$2.63K 0.01% 771
2022
Q2
$725K Buy
54,600
+2,300
+4% +$30.5K 0.01% 772
2022
Q1
$2.01M Buy
52,300
+200
+0.4% +$7.68K 0.03% 551
2021
Q4
$2.23M Buy
52,100
+400
+0.8% +$17.1K 0.03% 548
2021
Q3
$2.77M Sell
51,700
-1,700
-3% -$91.1K 0.04% 463
2021
Q2
$3.23M Buy
53,400
+5,100
+11% +$308K 0.04% 443
2021
Q1
$3.05M Sell
48,300
-1,100
-2% -$69.5K 0.04% 425
2020
Q4
$2.43M Buy
49,400
+3,000
+6% +$147K 0.03% 482
2020
Q3
$1.28M Buy
46,400
+1,000
+2% +$27.6K 0.02% 616
2020
Q2
$1.5M Buy
45,400
+9,000
+25% +$297K 0.03% 534
2020
Q1
$977K Buy
36,400
+200
+0.6% +$5.37K 0.02% 601
2019
Q4
$1.56M Buy
36,200
+29,900
+475% +$1.29M 0.03% 578
2019
Q3
$257K Buy
+6,300
New +$257K ﹤0.01% 927