Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
805
﹤0.01% 2661
2025
Q1
$6K Hold
805
﹤0.01% 2591
2024
Q4
$7K Hold
805
﹤0.01% 2595
2024
Q3
$8K Hold
805
﹤0.01% 2551
2024
Q2
$7K Hold
805
﹤0.01% 2611
2024
Q1
$6K Sell
805
-1,271
-61% -$9.47K ﹤0.01% 2643
2023
Q4
$11K Sell
2,076
-240
-10% -$1.27K ﹤0.01% 2844
2023
Q3
$12K Hold
2,316
﹤0.01% 2854
2023
Q2
$27K Sell
2,316
-8,111
-78% -$94.6K ﹤0.01% 2586
2023
Q1
$130K Buy
10,427
+39
+0.4% +$486 ﹤0.01% 1946
2022
Q4
$205K Hold
10,388
﹤0.01% 1853
2022
Q3
$252K Buy
10,388
+791
+8% +$19.2K ﹤0.01% 1769
2022
Q2
$232K Sell
9,597
-276
-3% -$6.67K ﹤0.01% 1807
2022
Q1
$320K Sell
9,873
-588
-6% -$19.1K ﹤0.01% 1744
2021
Q4
$356K Sell
10,461
-130
-1% -$4.42K ﹤0.01% 1741
2021
Q3
$456K Buy
10,591
+371
+4% +$16K ﹤0.01% 1631
2021
Q2
$666K Buy
+10,220
New +$666K 0.01% 1484
2020
Q1
Sell
-3,595
Closed -$246K 1726
2019
Q4
$246K Buy
+3,595
New +$246K ﹤0.01% 1528
2019
Q3
Sell
-3,453
Closed -$231K 1788
2019
Q2
$231K Buy
3,453
+588
+21% +$39.3K 0.01% 1503
2019
Q1
$273K Buy
2,865
+91
+3% +$8.67K 0.01% 1323
2018
Q4
$344K Buy
2,774
+1,564
+129% +$194K 0.01% 1107
2018
Q3
$295K Sell
1,210
-1,664
-58% -$406K 0.01% 1129
2018
Q2
$536K Buy
2,874
+393
+16% +$73.3K 0.01% 996
2018
Q1
$305K Sell
2,481
-8
-0.3% -$983 0.01% 1203
2017
Q4
$296K Buy
2,489
+150
+6% +$17.8K 0.01% 1272
2017
Q3
$222K Sell
2,339
-3
-0.1% -$285 0.01% 1387
2017
Q2
$223K Buy
+2,342
New +$223K 0.01% 1359