Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71K Hold
15
﹤0.01% 1029
2025
Q1
$2.58K Sell
15
-1
-6% -$172 ﹤0.01% 1098
2024
Q4
$2.82K Hold
16
﹤0.01% 1104
2024
Q3
$2.71K Buy
16
+1
+7% +$169 ﹤0.01% 1124
2024
Q2
$2.5K Sell
15
-39
-72% -$6.5K ﹤0.01% 1042
2024
Q1
$9.75K Sell
54
-2
-4% -$361 ﹤0.01% 956
2023
Q4
$9.23K Sell
56
-13
-19% -$2.14K ﹤0.01% 955
2023
Q3
$9.71K Sell
69
-4,258
-98% -$599K ﹤0.01% 898
2023
Q2
$700K Sell
4,327
-288
-6% -$46.6K 0.01% 517
2023
Q1
$671K Sell
4,615
-1,063
-19% -$154K 0.01% 523
2022
Q4
$793K Buy
5,678
+29
+0.5% +$4.05K 0.01% 575
2022
Q3
$641K Sell
5,649
-45
-0.8% -$5.11K 0.01% 609
2022
Q2
$625K Sell
5,694
-260
-4% -$28.5K 0.01% 637
2022
Q1
$793K Buy
5,954
+408
+7% +$54.3K 0.01% 634
2021
Q4
$816K Buy
5,546
+139
+3% +$20.5K 0.01% 631
2021
Q3
$670K Buy
+5,407
New +$670K 0.01% 666
2021
Q1
Sell
-3,615
Closed -$438K 905
2020
Q4
$438K Buy
+3,615
New +$438K 0.01% 691
2020
Q3
Sell
-5,752
Closed -$514K 857
2020
Q2
$514K Buy
5,752
+1,456
+34% +$130K 0.01% 624
2020
Q1
$310K Buy
4,296
+93
+2% +$6.71K 0.01% 685
2019
Q4
$420K Buy
4,203
+310
+8% +$31K 0.01% 735
2019
Q3
$358K Buy
3,893
+64
+2% +$5.89K 0.01% 748
2019
Q2
$347K Buy
3,829
+128
+3% +$11.6K 0.01% 752
2019
Q1
$307K Buy
3,701
+199
+6% +$16.5K 0.01% 776
2018
Q4
$237K Sell
3,502
-354
-9% -$24K 0.01% 785
2018
Q3
$305K Buy
3,856
+26
+0.7% +$2.06K 0.01% 788
2018
Q2
$276K Buy
3,830
+332
+9% +$23.9K 0.01% 815
2018
Q1
$266K Buy
3,498
+264
+8% +$20.1K 0.01% 803
2017
Q4
$234K Buy
3,234
+54
+2% +$3.91K 0.01% 829
2017
Q3
$210K Buy
+3,180
New +$210K 0.01% 864