Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,084
Closed -$74K 2082
2025
Q1
$74K Buy
24,084
+498
+2% +$1.53K ﹤0.01% 963
2024
Q4
$83K Buy
+23,586
New +$83K ﹤0.01% 1063
2024
Q3
Sell
-67,074
Closed -$205K 1943
2024
Q2
$205K Buy
+67,074
New +$205K 0.01% 700
2023
Q2
Sell
-106,158
Closed -$238K 2099
2023
Q1
$238K Buy
+106,158
New +$238K 0.03% 658
2022
Q3
Sell
-54,474
Closed -$145K 2286
2022
Q2
$145K Buy
+54,474
New +$145K 0.01% 855
2022
Q1
Sell
-32,144
Closed -$157K 2087
2021
Q4
$157K Buy
+32,144
New +$157K 0.02% 932
2021
Q2
Sell
-81,354
Closed -$258K 2129
2021
Q1
$258K Buy
+81,354
New +$258K 0.02% 902
2020
Q4
Sell
-95,738
Closed -$225K 1839
2020
Q3
$225K Buy
+95,738
New +$225K 0.04% 554
2019
Q4
$155K Buy
+82,806
New +$155K 0.02% 997
2019
Q1
Sell
-123,219
Closed -$237K 1883
2018
Q4
$237K Buy
+123,219
New +$237K 0.01% 848
2018
Q3
Sell
-82,371
Closed -$148K 2273
2018
Q2
$148K Buy
82,371
+24,027
+41% +$43.2K 0.01% 1575
2018
Q1
$113K Buy
58,344
+25,509
+78% +$49.4K 0.01% 1550
2017
Q4
$67K Buy
32,835
+2,163
+7% +$4.41K ﹤0.01% 2012
2017
Q3
$65K Buy
+30,672
New +$65K ﹤0.01% 2177