Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2K Buy
17
+3
+21% +$2.69K ﹤0.01% 1336
2025
Q1
$9.52K Sell
14
-10
-42% -$6.8K ﹤0.01% 1407
2024
Q4
$15.1K Sell
24
-25
-51% -$15.8K ﹤0.01% 1197
2024
Q3
$37.9K Sell
49
-3
-6% -$2.32K ﹤0.01% 992
2024
Q2
$42.9K Buy
52
+23
+79% +$19K ﹤0.01% 862
2024
Q1
$20.3K Sell
29
-46
-61% -$32.1K ﹤0.01% 1072
2023
Q4
$43.6K Buy
75
+17
+29% +$9.88K ﹤0.01% 842
2023
Q3
$26.6K Sell
58
-39
-40% -$17.9K ﹤0.01% 951
2023
Q2
$47K Sell
97
-32
-25% -$15.5K ﹤0.01% 828
2023
Q1
$51.5K Sell
129
-8
-6% -$3.19K ﹤0.01% 791
2022
Q4
$51.7K Sell
137
-7
-5% -$2.64K 0.01% 782
2022
Q3
$44K Buy
144
+25
+21% +$7.64K ﹤0.01% 873
2022
Q2
$38K Buy
119
+23
+24% +$7.35K ﹤0.01% 942
2022
Q1
$35K Buy
96
+22
+30% +$8.02K ﹤0.01% 1072
2021
Q4
$32K Buy
74
+8
+12% +$3.46K ﹤0.01% 1142
2021
Q3
$22K Sell
66
-2,170
-97% -$723K ﹤0.01% 1219
2021
Q2
$725K Buy
2,236
+179
+9% +$58K 0.05% 316
2021
Q1
$680K Buy
2,057
+180
+10% +$59.5K 0.05% 310
2020
Q4
$486K Buy
1,877
+27
+1% +$6.99K 0.04% 343
2020
Q3
$358K Sell
1,850
-86
-4% -$16.6K 0.03% 390
2020
Q2
$377K Sell
1,936
-65
-3% -$12.7K 0.03% 388
2020
Q1
$288K Buy
2,001
+207
+12% +$29.8K 0.03% 400
2019
Q4
$320K Sell
1,794
-20
-1% -$3.57K 0.03% 413
2019
Q3
$289K Sell
1,814
-371
-17% -$59.1K 0.03% 431
2019
Q2
$258K Buy
2,185
+195
+10% +$23K 0.03% 407
2019
Q1
$238K Buy
+1,990
New +$238K 0.03% 400
2018
Q4
Sell
-104
Closed -$11K 1525
2018
Q3
$11K Hold
104
﹤0.01% 1092
2018
Q2
$11K Hold
104
﹤0.01% 1117
2018
Q1
$11K Sell
104
-1,334
-93% -$141K ﹤0.01% 1070
2017
Q4
$151K Buy
+1,438
New +$151K 0.02% 396