Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
14,952
+1,042
+7% +$22.8K 0.01% 551
2025
Q1
$272K Buy
13,910
+2,467
+22% +$48.3K 0.01% 554
2024
Q4
$179K Buy
11,443
+200
+2% +$3.13K 0.01% 652
2024
Q3
$204K Buy
11,243
+684
+6% +$12.4K 0.01% 645
2024
Q2
$181K Buy
10,559
+3
+0% +$51 0.01% 615
2024
Q1
$165K Sell
10,556
-448
-4% -$7.02K 0.01% 616
2023
Q4
$165K Buy
11,004
+513
+5% +$7.71K 0.01% 599
2023
Q3
$138K Sell
10,491
-528
-5% -$6.96K 0.01% 580
2023
Q2
$148K Sell
11,019
-550
-5% -$7.41K 0.01% 556
2023
Q1
$137K Buy
+11,569
New +$137K 0.01% 566
2020
Q4
Hold
0
1709
2020
Q3
Sell
-673
Closed -$5K 1787
2020
Q2
$5K Buy
673
+37
+6% +$275 ﹤0.01% 1445
2020
Q1
$4K Sell
636
-108
-15% -$679 ﹤0.01% 1298
2019
Q4
$9K Hold
744
﹤0.01% 1125
2019
Q3
$8K Sell
744
-171
-19% -$1.84K ﹤0.01% 1071
2019
Q2
$11K Buy
915
+323
+55% +$3.88K ﹤0.01% 994
2019
Q1
$7K Buy
592
+361
+156% +$4.27K ﹤0.01% 1049
2018
Q4
$2K Sell
231
-285
-55% -$2.47K ﹤0.01% 1277
2018
Q3
$6K Sell
516
-411
-44% -$4.78K ﹤0.01% 1121
2018
Q2
$13K Sell
927
-67
-7% -$940 ﹤0.01% 875
2018
Q1
$17K Buy
994
+97
+11% +$1.66K ﹤0.01% 757
2017
Q4
$17K Buy
897
+65
+8% +$1.23K ﹤0.01% 705
2017
Q3
$15K Buy
+832
New +$15K ﹤0.01% 611