Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Buy
421
+91
+28% +$32K ﹤0.01% 702
2025
Q1
$104K Buy
330
+52
+19% +$16.5K ﹤0.01% 695
2024
Q4
$93.8K Buy
278
+228
+456% +$76.9K ﹤0.01% 733
2024
Q3
$15.9K Buy
50
+20
+67% +$6.37K ﹤0.01% 974
2024
Q2
$9.65K Hold
30
﹤0.01% 971
2024
Q1
$10.4K Hold
30
﹤0.01% 981
2023
Q4
$10.9K Sell
30
-263
-90% -$95.4K ﹤0.01% 937
2023
Q3
$87.2K Hold
293
﹤0.01% 623
2023
Q2
$96.8K Hold
293
﹤0.01% 603
2023
Q1
$97.5K Buy
293
+30
+11% +$9.98K ﹤0.01% 613
2022
Q4
$63.5K Hold
263
﹤0.01% 677
2022
Q3
$58K Hold
263
﹤0.01% 702
2022
Q2
$63K Buy
263
+22
+9% +$5.27K ﹤0.01% 662
2022
Q1
$77K Sell
241
-8
-3% -$2.56K ﹤0.01% 675
2021
Q4
$100 Hold
249
﹤0.01% 583
2021
Q3
$85 Hold
249
﹤0.01% 593
2021
Q2
$86 Sell
249
-12
-5% -$4 ﹤0.01% 578
2021
Q1
$89 Buy
261
+8
+3% +$3 ﹤0.01% 542
2020
Q4
$92K Sell
253
-14
-5% -$5.09K ﹤0.01% 568
2020
Q3
$87K Hold
267
﹤0.01% 510
2020
Q2
$78K Buy
267
+1
+0.4% +$292 ﹤0.01% 521
2020
Q1
$62K Sell
266
-367
-58% -$85.5K ﹤0.01% 506
2019
Q4
$163K Sell
633
-2,614
-81% -$673K ﹤0.01% 501
2019
Q3
$719K Sell
3,247
-16
-0.5% -$3.54K ﹤0.01% 254
2019
Q2
$668K Buy
3,263
+184
+6% +$37.7K ﹤0.01% 249
2019
Q1
$563K Sell
3,079
-139
-4% -$25.4K ﹤0.01% 251
2018
Q4
$460K Buy
3,218
+28
+0.9% +$4K ﹤0.01% 251
2018
Q3
$596K Sell
3,190
-6,362
-67% -$1.19M ﹤0.01% 235
2018
Q2
$1.66M Buy
9,552
+2,504
+36% +$436K 0.01% 145
2018
Q1
$1.1M Sell
7,048
-110
-2% -$17.2K 0.01% 175
2017
Q4
$1.06M Buy
7,158
+110
+2% +$16.2K 0.01% 185
2017
Q3
$865K Sell
7,048
-212
-3% -$26K ﹤0.01% 190
2017
Q2
$883K Hold
7,260
﹤0.01% 178
2017
Q1
$776K Buy
7,260
+6,663
+1,116% +$712K ﹤0.01% 197
2016
Q4
$55K Hold
597
﹤0.01% 471
2016
Q3
$55K Hold
597
﹤0.01% 432
2016
Q2
$54K Buy
597
+356
+148% +$32.2K ﹤0.01% 439
2016
Q1
$22K Hold
241
﹤0.01% 514
2015
Q4
$22K Hold
241
﹤0.01% 549
2015
Q3
$21K Hold
241
﹤0.01% 604
2015
Q2
$22K Hold
241
﹤0.01% 596
2015
Q1
$21K Hold
241
﹤0.01% 605
2014
Q4
$20K Hold
241
﹤0.01% 640
2014
Q3
$18K Hold
241
﹤0.01% 626
2014
Q2
$18K Hold
241
﹤0.01% 619
2014
Q1
$19K Hold
241
﹤0.01% 613
2013
Q4
$21K Buy
+241
New +$21K ﹤0.01% 541
2013
Q3
Sell
-850
Closed -$62K 700
2013
Q2
$62K Buy
+850
New +$62K ﹤0.01% 508