Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3K Buy
+391
New +$11.3K ﹤0.01% 376
2025
Q1
Sell
-42
Closed -$957 480
2024
Q4
$957 Buy
+42
New +$957 ﹤0.01% 433
2023
Q1
Sell
-1,192
Closed -$21.9K 389
2022
Q4
$21.9K Hold
1,192
﹤0.01% 272
2022
Q3
$18K Hold
1,192
﹤0.01% 274
2022
Q2
$25K Sell
1,192
-386
-24% -$8.1K ﹤0.01% 269
2022
Q1
$28K Hold
1,578
﹤0.01% 287
2021
Q4
$29K Buy
+1,578
New +$29K ﹤0.01% 283
2021
Q2
Sell
-2,816
Closed -$64K 447
2021
Q1
$64K Buy
2,816
+2,580
+1,093% +$58.6K 0.01% 205
2020
Q4
$5K Sell
236
-496
-68% -$10.5K ﹤0.01% 342
2020
Q3
$16K Sell
732
-182
-20% -$3.98K ﹤0.01% 242
2020
Q2
$21K Hold
914
﹤0.01% 223
2020
Q1
$20K Buy
914
+417
+84% +$9.13K ﹤0.01% 222
2019
Q4
$15K Hold
497
﹤0.01% 234
2019
Q3
$14K Hold
497
﹤0.01% 244
2019
Q2
$13K Sell
497
-177
-26% -$4.63K ﹤0.01% 241
2019
Q1
$16K Hold
674
﹤0.01% 229
2018
Q4
$15K Sell
674
-958
-59% -$21.3K ﹤0.01% 230
2018
Q3
$41K Sell
1,632
-1,413
-46% -$35.5K 0.01% 190
2018
Q2
$74K Buy
3,045
+1,236
+68% +$30K 0.01% 166
2018
Q1
$49K Sell
1,809
-176
-9% -$4.77K 0.01% 181
2017
Q4
$58K Hold
1,985
0.01% 176
2017
Q3
$59K Sell
1,985
-99
-5% -$2.94K 0.01% 176
2017
Q2
$59K Sell
2,084
-122
-6% -$3.45K 0.01% 179
2017
Q1
$69K Hold
2,206
0.01% 169
2016
Q4
$71K Sell
2,206
-499
-18% -$16.1K 0.01% 155
2016
Q3
$83K Buy
2,705
+499
+23% +$15.3K 0.02% 152
2016
Q2
$72K Sell
2,206
-9
-0.4% -$294 0.01% 161
2016
Q1
$66K Buy
2,215
+506
+30% +$15.1K 0.01% 162
2015
Q4
$44K Hold
1,709
0.01% 209
2015
Q3
$42K Sell
1,709
-1,575
-48% -$38.7K 0.01% 203
2015
Q2
$88K Buy
3,284
+32
+1% +$857 0.02% 167
2015
Q1
$80K Sell
3,252
-66
-2% -$1.62K 0.01% 166
2014
Q4
$85K Sell
3,318
-6,093
-65% -$156K 0.02% 173
2014
Q3
$250K Buy
9,411
+1,744
+23% +$46.3K 0.05% 107
2014
Q2
$205K Sell
7,667
-13,963
-65% -$373K 0.05% 111
2014
Q1
$573K Sell
21,630
-612
-3% -$16.2K 0.13% 71
2013
Q4
$591K Buy
22,242
+86
+0.4% +$2.29K 0.15% 61
2013
Q3
$566K Hold
22,156
0.16% 62
2013
Q2
$592K Buy
+22,156
New +$592K 0.16% 66