Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.9K Sell
1,712
-38
-2% -$330 ﹤0.01% 2694
2025
Q1
$14.6K Sell
1,750
-273
-13% -$2.27K ﹤0.01% 2250
2024
Q4
$21.2K Buy
2,023
+710
+54% +$7.43K ﹤0.01% 2049
2024
Q3
$14.1K Sell
1,313
-244
-16% -$2.61K ﹤0.01% 2109
2024
Q2
$22.4K Sell
1,557
-1,217
-44% -$17.5K ﹤0.01% 1810
2024
Q1
$31.8K Buy
2,774
+9
+0.3% +$103 ﹤0.01% 1506
2023
Q4
$46.8K Buy
2,765
+1,708
+162% +$28.9K ﹤0.01% 1228
2023
Q3
$9.42K Sell
1,057
-18
-2% -$160 ﹤0.01% 1864
2023
Q2
$12.7K Sell
1,075
-48
-4% -$568 ﹤0.01% 1785
2023
Q1
$12.6K Buy
1,123
+45
+4% +$504 ﹤0.01% 1713
2022
Q4
$9.65K Sell
1,078
-261
-19% -$2.34K ﹤0.01% 1697
2022
Q3
$13K Sell
1,339
-229
-15% -$2.22K ﹤0.01% 1504
2022
Q2
$21K Buy
1,568
+206
+15% +$2.76K ﹤0.01% 1231
2022
Q1
$49K Buy
1,362
+298
+28% +$10.7K ﹤0.01% 899
2021
Q4
$50K Sell
1,064
-333
-24% -$15.6K ﹤0.01% 845
2021
Q3
$103K Hold
1,397
﹤0.01% 608
2021
Q2
$95K Hold
1,397
﹤0.01% 481
2021
Q1
$73K Buy
1,397
+1,036
+287% +$54.1K ﹤0.01% 500
2020
Q4
$18K Sell
361
-839
-70% -$41.8K ﹤0.01% 696
2020
Q3
$31K Sell
1,200
-50
-4% -$1.29K ﹤0.01% 498
2020
Q2
$29K Sell
1,250
-165
-12% -$3.83K ﹤0.01% 509
2020
Q1
$17K Buy
1,415
+415
+42% +$4.99K ﹤0.01% 593
2019
Q4
$16K Sell
1,000
-400
-29% -$6.4K ﹤0.01% 568
2019
Q3
$22K Hold
1,400
﹤0.01% 447
2019
Q2
$20K Sell
1,400
-100
-7% -$1.43K ﹤0.01% 462
2019
Q1
$17K Buy
1,500
+190
+15% +$2.15K ﹤0.01% 486
2018
Q4
$7K Buy
1,310
+21
+2% +$112 ﹤0.01% 577
2018
Q3
$11K Sell
1,289
-1,364
-51% -$11.6K ﹤0.01% 547
2018
Q2
$35K Buy
2,653
+1,364
+106% +$18K ﹤0.01% 331
2018
Q1
$20K Hold
1,289
﹤0.01% 373
2017
Q4
$19K Hold
1,289
﹤0.01% 388
2017
Q3
$19K Sell
1,289
-61
-5% -$899 ﹤0.01% 371
2017
Q2
$24K Buy
1,350
+150
+13% +$2.67K ﹤0.01% 346
2017
Q1
$27K Buy
+1,200
New +$27K ﹤0.01% 313