Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578 Hold
133
﹤0.01% 2910
2025
Q1
$663 Sell
133
-56
-30% -$279 ﹤0.01% 2465
2024
Q4
$1.22K Hold
189
﹤0.01% 2126
2024
Q3
$675 Sell
189
-8,780
-98% -$31.4K ﹤0.01% 2352
2024
Q2
$49.2K Sell
8,969
-877
-9% -$4.82K ﹤0.01% 667
2024
Q1
$66.6K Sell
9,846
-860
-8% -$5.81K 0.01% 446
2023
Q4
$65.5K Buy
10,706
+2,985
+39% +$18.3K 0.01% 427
2023
Q3
$55.7K Buy
7,721
+1,718
+29% +$12.4K 0.01% 449
2023
Q2
$51.9K Buy
6,003
+284
+5% +$2.45K 0.01% 459
2023
Q1
$53K Sell
5,719
-42
-0.7% -$389 0.01% 450
2022
Q4
$74K Buy
5,761
+248
+4% +$3.19K 0.01% 386
2022
Q3
$51K Buy
5,513
+296
+6% +$2.74K 0.01% 428
2022
Q2
$64K Buy
5,217
+28
+0.5% +$343 0.01% 394
2022
Q1
$80K Buy
5,189
+147
+3% +$2.27K 0.01% 378
2021
Q4
$80K Buy
5,042
+334
+7% +$5.3K 0.01% 381
2021
Q3
$60K Buy
4,708
+54
+1% +$688 0.01% 426
2021
Q2
$51K Buy
+4,654
New +$51K 0.01% 464
2020
Q4
$27K Buy
4,039
+184
+5% +$1.23K ﹤0.01% 476
2020
Q3
$23K Buy
3,855
+1,163
+43% +$6.94K ﹤0.01% 464
2020
Q2
$20K Hold
2,692
﹤0.01% 472
2020
Q1
$19K Sell
2,692
-77
-3% -$543 ﹤0.01% 462
2019
Q4
$26K Hold
2,769
0.01% 397
2019
Q3
$26K Hold
2,769
0.01% 393
2019
Q2
$26K Buy
+2,769
New +$26K 0.01% 388
2018
Q4
$28K Hold
3,108
0.01% 333
2018
Q3
$33K Sell
3,108
-344
-10% -$3.65K 0.01% 337
2018
Q2
$31K Sell
3,452
-18
-0.5% -$162 0.01% 264
2018
Q1
$32K Sell
3,470
-220
-6% -$2.03K 0.02% 245
2017
Q4
$27K Hold
3,690
0.01% 260
2017
Q3
$32K Hold
3,690
0.02% 251
2017
Q2
$35K Hold
3,690
0.02% 262
2017
Q1
$31K Sell
3,690
-402
-10% -$3.38K 0.01% 250
2016
Q4
$44K Buy
+4,092
New +$44K 0.02% 186