Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.7K Buy
+56
New +$19.7K ﹤0.01% 912
2024
Q4
Sell
-1
Closed -$313 1307
2024
Q3
$313 Hold
1
﹤0.01% 1291
2024
Q2
$322 Sell
1
-6
-86% -$1.93K ﹤0.01% 1122
2024
Q1
$2.43K Sell
7
-3
-30% -$1.04K ﹤0.01% 1049
2023
Q4
$3.63K Buy
10
+1
+11% +$363 ﹤0.01% 1052
2023
Q3
$2.5K Sell
9
-14
-61% -$3.9K ﹤0.01% 1018
2023
Q2
$7.6K Sell
23
-10
-30% -$3.3K ﹤0.01% 939
2023
Q1
$11K Buy
+33
New +$11K ﹤0.01% 986
2022
Q2
Sell
-646
Closed -$205K 910
2022
Q1
$205K Sell
646
-229
-26% -$72.7K ﹤0.01% 926
2021
Q4
$351K Buy
875
+14
+2% +$5.62K 0.01% 782
2021
Q3
$293K Buy
+861
New +$293K 0.01% 819
2021
Q1
$229K Sell
675
-271
-29% -$91.9K ﹤0.01% 848
2020
Q4
$344K Buy
+946
New +$344K 0.01% 740
2019
Q4
Sell
-1,356
Closed -$300K 927
2019
Q3
$300K Sell
1,356
-33
-2% -$7.3K 0.01% 781
2019
Q2
$285K Buy
1,389
+34
+3% +$6.98K 0.01% 792
2019
Q1
$247K Buy
+1,355
New +$247K 0.01% 820
2018
Q4
Sell
-1,350
Closed -$252K 878
2018
Q3
$252K Sell
1,350
-887
-40% -$166K 0.01% 828
2018
Q2
$389K Sell
2,237
-506
-18% -$88K 0.01% 733
2018
Q1
$430K Buy
2,743
+42
+2% +$6.58K 0.01% 675
2017
Q4
$398K Sell
2,701
-441
-14% -$65K 0.01% 718
2017
Q3
$385K Sell
3,142
-510
-14% -$62.5K 0.01% 727
2017
Q2
$444K Buy
3,652
+361
+11% +$43.9K 0.01% 657
2017
Q1
$352K Sell
3,291
-488
-13% -$52.2K 0.01% 734
2016
Q4
$349K Sell
3,779
-156
-4% -$14.4K 0.01% 720
2016
Q3
$364K Sell
3,935
-682
-15% -$63.1K 0.01% 714
2016
Q2
$419K Sell
4,617
-168
-4% -$15.2K 0.01% 632
2016
Q1
$428K Buy
4,785
+246
+5% +$22K 0.02% 613
2015
Q4
$420K Buy
4,539
+94
+2% +$8.7K 0.02% 613
2015
Q3
$391K Buy
4,445
+62
+1% +$5.45K 0.01% 614
2015
Q2
$400K Sell
4,383
-141
-3% -$12.9K 0.01% 626
2015
Q1
$399K Buy
4,524
+1,479
+49% +$130K 0.01% 600
2014
Q4
$250K Sell
3,045
-1,610
-35% -$132K 0.01% 589
2014
Q3
$352K Buy
4,655
+629
+16% +$47.6K 0.01% 653
2014
Q2
$306K Sell
4,026
-91
-2% -$6.92K 0.01% 760
2014
Q1
$317K Sell
4,117
-29
-0.7% -$2.23K 0.01% 745
2013
Q4
$361K Buy
+4,146
New +$361K 0.01% 706