Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.6K Buy
926
+94
+11% +$6.05K ﹤0.01% 1842
2025
Q1
$50.2K Sell
832
-69
-8% -$4.16K ﹤0.01% 1538
2024
Q4
$70.8K Buy
901
+133
+17% +$10.5K ﹤0.01% 1411
2024
Q3
$64.5K Buy
768
+51
+7% +$4.28K ﹤0.01% 1284
2024
Q2
$52.1K Buy
717
+27
+4% +$1.96K ﹤0.01% 1371
2024
Q1
$54.4K Buy
690
+56
+9% +$4.42K ﹤0.01% 1274
2023
Q4
$42.5K Sell
634
-97
-13% -$6.5K ﹤0.01% 1251
2023
Q3
$39.1K Sell
731
-488
-40% -$26.1K ﹤0.01% 1214
2023
Q2
$69.9K Buy
1,219
+365
+43% +$20.9K ﹤0.01% 1016
2023
Q1
$42.5K Buy
854
+268
+46% +$13.3K ﹤0.01% 1128
2022
Q4
$27.3K Buy
586
+98
+20% +$4.57K ﹤0.01% 1231
2022
Q3
$23K Sell
488
-658
-57% -$31K ﹤0.01% 1236
2022
Q2
$58K Buy
1,146
+694
+154% +$35.1K ﹤0.01% 854
2022
Q1
$23K Sell
452
-269
-37% -$13.7K ﹤0.01% 1197
2021
Q4
$51K Buy
721
+60
+9% +$4.24K ﹤0.01% 834
2021
Q3
$37K Buy
661
+114
+21% +$6.38K ﹤0.01% 857
2021
Q2
$32K Sell
547
-13
-2% -$761 ﹤0.01% 725
2021
Q1
$34K Buy
560
+108
+24% +$6.56K ﹤0.01% 658
2020
Q4
$25K Buy
452
+315
+230% +$17.4K ﹤0.01% 612
2020
Q3
$8K Hold
137
﹤0.01% 762
2020
Q2
$7K Sell
137
-13
-9% -$664 ﹤0.01% 799
2020
Q1
$5K Buy
150
+13
+9% +$433 ﹤0.01% 871
2019
Q4
$7K Hold
137
﹤0.01% 709
2019
Q3
$6K Hold
137
﹤0.01% 655
2019
Q2
$5K Hold
137
﹤0.01% 681
2019
Q1
$5K Hold
137
﹤0.01% 684
2018
Q4
$4K Hold
137
﹤0.01% 647
2018
Q3
$5K Hold
137
﹤0.01% 662
2018
Q2
$5K Hold
137
﹤0.01% 640
2018
Q1
$6K Hold
137
﹤0.01% 563
2017
Q4
$6K Hold
137
﹤0.01% 542
2017
Q3
$5K Hold
137
﹤0.01% 574
2017
Q2
$5K Hold
137
﹤0.01% 578
2017
Q1
$5K Hold
137
﹤0.01% 536
2016
Q4
$4K Hold
137
﹤0.01% 512
2016
Q3
$5K Hold
137
﹤0.01% 502
2016
Q2
$4K Hold
137
﹤0.01% 489
2016
Q1
$4K Hold
137
﹤0.01% 476
2015
Q4
$4K Hold
137
﹤0.01% 470
2015
Q3
$3K Sell
137
-19
-12% -$416 ﹤0.01% 497
2015
Q2
$4K Hold
156
﹤0.01% 461
2015
Q1
$4K Buy
+156
New +$4K ﹤0.01% 469