Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.46K Sell
87
-1
-1% -$86 ﹤0.01% 3034
2025
Q1
$7.88K Buy
88
+8
+10% +$716 ﹤0.01% 2529
2024
Q4
$6.64K Buy
80
+45
+129% +$3.74K ﹤0.01% 2621
2024
Q3
$3.69K Sell
35
-173
-83% -$18.2K ﹤0.01% 2698
2024
Q2
$18.8K Sell
208
-536
-72% -$48.4K ﹤0.01% 1918
2024
Q1
$78.3K Sell
744
-3
-0.4% -$316 ﹤0.01% 1109
2023
Q4
$89K Sell
747
-53
-7% -$6.31K ﹤0.01% 990
2023
Q3
$107K Buy
800
+36
+5% +$4.84K ﹤0.01% 856
2023
Q2
$105K Buy
764
+510
+201% +$69.8K ﹤0.01% 882
2023
Q1
$38.3K Buy
254
+18
+8% +$2.72K ﹤0.01% 1174
2022
Q4
$27K Sell
236
-19
-7% -$2.17K ﹤0.01% 1235
2022
Q3
$30K Buy
255
+141
+124% +$16.6K ﹤0.01% 1133
2022
Q2
$17K Sell
114
-117
-51% -$17.4K ﹤0.01% 1296
2022
Q1
$31K Hold
231
﹤0.01% 1060
2021
Q4
$34K Hold
231
﹤0.01% 941
2021
Q3
$36K Buy
+231
New +$36K ﹤0.01% 859
2020
Q3
Sell
-25
Closed -$3K 1168
2020
Q2
$3K Sell
25
-10
-29% -$1.2K ﹤0.01% 927
2020
Q1
$4K Buy
35
+10
+40% +$1.14K ﹤0.01% 907
2019
Q4
$3K Hold
25
﹤0.01% 832
2019
Q3
$3K Sell
25
-200
-89% -$24K ﹤0.01% 748
2019
Q2
$26K Buy
225
+200
+800% +$23.1K ﹤0.01% 418
2019
Q1
$4K Hold
25
﹤0.01% 704
2018
Q4
$4K Sell
25
-114
-82% -$18.2K ﹤0.01% 634
2018
Q3
$32K Buy
139
+28
+25% +$6.45K ﹤0.01% 350
2018
Q2
$27K Buy
111
+26
+31% +$6.32K ﹤0.01% 359
2018
Q1
$19K Buy
85
+60
+240% +$13.4K ﹤0.01% 378
2017
Q4
$6K Hold
25
﹤0.01% 534
2017
Q3
$6K Hold
25
﹤0.01% 532
2017
Q2
$4K Hold
25
﹤0.01% 591
2017
Q1
$4K Sell
25
-6
-19% -$960 ﹤0.01% 546
2016
Q4
$5K Hold
31
﹤0.01% 481
2016
Q3
$6K Buy
31
+6
+24% +$1.16K ﹤0.01% 464
2016
Q2
$4K Hold
25
﹤0.01% 478
2016
Q1
$5K Hold
25
﹤0.01% 444
2015
Q4
$5K Hold
25
﹤0.01% 437
2015
Q3
$3K Hold
25
﹤0.01% 488
2015
Q2
$5K Hold
25
﹤0.01% 434
2015
Q1
$5K Buy
+25
New +$5K ﹤0.01% 441