Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
24,070
+4,744
+25% +$53.1K ﹤0.01% 2006
2025
Q1
$178K Hold
19,326
﹤0.01% 2154
2024
Q4
$152K Hold
19,326
﹤0.01% 2267
2024
Q3
$242K Hold
19,326
﹤0.01% 2006
2024
Q2
$116K Sell
19,326
-5,892
-23% -$35.4K ﹤0.01% 2315
2024
Q1
$168K Hold
25,218
﹤0.01% 2143
2023
Q4
$260K Buy
25,218
+5,892
+30% +$60.8K ﹤0.01% 1927
2023
Q3
$136K Buy
19,326
+5,157
+36% +$36.3K ﹤0.01% 2198
2023
Q2
$176K Hold
14,169
﹤0.01% 2011
2023
Q1
$128K Hold
14,169
﹤0.01% 2144
2022
Q4
$60.1K Hold
14,169
﹤0.01% 2544
2022
Q3
$83K Hold
14,169
﹤0.01% 2361
2022
Q2
$117K Hold
14,169
﹤0.01% 2134
2022
Q1
$256K Buy
14,169
+1,468
+12% +$26.5K ﹤0.01% 1736
2021
Q4
$488K Buy
12,701
+2,870
+29% +$110K ﹤0.01% 1457
2021
Q3
$493K Hold
9,831
﹤0.01% 1306
2021
Q2
$623K Sell
9,831
-778
-7% -$49.3K ﹤0.01% 1101
2021
Q1
$706K Sell
10,609
-937
-8% -$62.4K ﹤0.01% 1017
2020
Q4
$792K Buy
11,546
+921
+9% +$63.2K ﹤0.01% 1050
2020
Q3
$531K Buy
10,625
+818
+8% +$40.9K ﹤0.01% 1067
2020
Q2
$411K Buy
9,807
+4,150
+73% +$174K ﹤0.01% 1107
2020
Q1
$87K Hold
5,657
﹤0.01% 1682
2019
Q4
$120K Hold
5,657
﹤0.01% 1619
2019
Q3
$95K Sell
5,657
-922
-14% -$15.5K ﹤0.01% 1648
2019
Q2
$118K Buy
6,579
+3,932
+149% +$70.5K ﹤0.01% 1521
2019
Q1
$54K Sell
2,647
-768
-22% -$15.7K ﹤0.01% 1951
2018
Q4
$49K Hold
3,415
﹤0.01% 2037
2018
Q3
$64K Hold
3,415
﹤0.01% 1997
2018
Q2
$79K Buy
+3,415
New +$79K ﹤0.01% 1804