Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2K Hold
45
0.01% 269
2025
Q1
$12K Hold
45
0.01% 270
2024
Q4
$11.3K Hold
45
0.01% 284
2024
Q3
$9.91K Hold
45
0.01% 289
2024
Q2
$7.75K Hold
45
0.01% 296
2024
Q1
$8.53K Hold
45
0.01% 295
2023
Q4
$8.05K Hold
45
0.01% 305
2023
Q3
$7.25K Hold
45
0.01% 372
2023
Q2
$6.58K Hold
45
﹤0.01% 386
2023
Q1
$6.56K Hold
45
0.01% 382
2022
Q4
$6.46K Hold
45
0.01% 374
2022
Q3
$7K Hold
45
0.01% 368
2022
Q2
$7K Hold
45
0.01% 364
2022
Q1
$9K Hold
45
0.01% 371
2021
Q4
$11K Hold
45
0.01% 386
2021
Q3
$9K Hold
45
0.01% 397
2021
Q2
$8K Hold
45
0.01% 407
2021
Q1
$9K Sell
45
-988
-96% -$198K 0.01% 393
2020
Q4
$182K Buy
1,033
+996
+2,692% +$175K 0.15% 122
2020
Q3
$5K Buy
+37
New +$5K ﹤0.01% 375
2017
Q2
Sell
-36,125
Closed -$5.15M 343
2017
Q1
$5.15M Sell
36,125
-23,955
-40% -$3.42M 1.16% 22
2016
Q4
$8.7M Buy
60,080
+25,295
+73% +$3.66M 2.05% 4
2016
Q3
$4.34M Hold
34,785
1.03% 23
2016
Q2
$3.96M Buy
+34,785
New +$3.96M 0.98% 36