Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251 Buy
+2
New +$251 ﹤0.01% 1865
2025
Q1
Sell
-2
Closed -$306 1764
2024
Q4
$306 Sell
2
-24
-92% -$3.67K ﹤0.01% 1680
2024
Q3
$5.04K Sell
26
-19
-42% -$3.68K ﹤0.01% 1416
2024
Q2
$10.4K Sell
45
-35
-44% -$8.11K ﹤0.01% 1258
2024
Q1
$17.3K Sell
80
-161
-67% -$34.7K ﹤0.01% 1186
2023
Q4
$62.4K Hold
241
﹤0.01% 857
2023
Q3
$61.9K Hold
241
﹤0.01% 843
2023
Q2
$68.6K Hold
241
﹤0.01% 818
2023
Q1
$67K Buy
241
+25
+12% +$6.95K ﹤0.01% 822
2022
Q4
$60K Sell
216
-25
-10% -$6.94K ﹤0.01% 897
2022
Q3
$64K Sell
241
-150
-38% -$39.8K ﹤0.01% 978
2022
Q2
$80K Hold
391
﹤0.01% 1000
2022
Q1
$82K Sell
391
-114
-23% -$23.9K ﹤0.01% 1069
2021
Q4
$121K Sell
505
-868
-63% -$208K ﹤0.01% 958
2021
Q3
$389K Buy
1,373
+25
+2% +$7.08K 0.01% 598
2021
Q2
$467K Hold
1,348
0.01% 552
2021
Q1
$377K Sell
1,348
-25
-2% -$6.99K 0.01% 575
2020
Q4
$336K Sell
1,373
-45
-3% -$11K 0.01% 525
2020
Q3
$402K Sell
1,418
-500
-26% -$142K 0.02% 462
2020
Q2
$513K Sell
1,918
-2,923
-60% -$782K 0.02% 410
2020
Q1
$1.53M Sell
4,841
-1,193
-20% -$378K 0.07% 249
2019
Q4
$1.79M Buy
6,034
+38
+0.6% +$11.3K 0.07% 264
2019
Q3
$1.4M Buy
5,996
+1,100
+22% +$256K 0.06% 270
2019
Q2
$1.15M Sell
4,896
-575
-11% -$134K 0.05% 265
2019
Q1
$1.29M Sell
5,471
-25
-0.5% -$5.91K 0.06% 270
2018
Q4
$1.65M Buy
5,496
+125
+2% +$37.6K 0.08% 232
2018
Q3
$1.9M Sell
5,371
-119
-2% -$42K 0.07% 243
2018
Q2
$1.59M Sell
5,490
-1,160
-17% -$337K 0.07% 260
2018
Q1
$1.82M Buy
6,650
+415
+7% +$114K 0.08% 243
2017
Q4
$1.99M Buy
6,235
+324
+5% +$103K 0.11% 210
2017
Q3
$1.85M Buy
5,911
+106
+2% +$33.2K 0.11% 222
2017
Q2
$1.58M Buy
5,805
+93
+2% +$25.2K 0.1% 235
2017
Q1
$1.56M Buy
5,712
+17
+0.3% +$4.65K 0.11% 230
2016
Q4
$1.62M Buy
+5,695
New +$1.62M 0.12% 215