Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52K Hold
7
﹤0.01% 798
2025
Q1
$51K Sell
7
-9
-56% -$65.6K ﹤0.01% 785
2024
Q4
$131K Hold
16
0.01% 558
2024
Q3
$157K Hold
16
0.01% 511
2024
Q2
$121K Sell
16
-2
-11% -$15.1K 0.01% 535
2024
Q1
$146K Hold
18
0.01% 492
2023
Q4
$126K Sell
18
-2
-10% -$14K 0.01% 495
2023
Q3
$119K Hold
20
0.01% 458
2023
Q2
$127K Sell
20
-2
-9% -$12.7K 0.01% 430
2023
Q1
$123K Buy
22
+4
+22% +$22.4K 0.01% 436
2022
Q4
$83K Sell
18
-3
-14% -$13.8K 0.01% 535
2022
Q3
$84K Hold
21
0.01% 474
2022
Q2
$84K Hold
21
0.01% 456
2022
Q1
$94K Sell
21
-9
-30% -$40.3K 0.01% 440
2021
Q4
$177K Buy
30
+3
+11% +$17.7K 0.01% 356
2021
Q3
$129K Buy
27
+3
+13% +$14.3K 0.01% 404
2021
Q2
$119K Buy
24
+3
+14% +$14.9K 0.01% 413
2021
Q1
$99K Hold
21
0.01% 459
2020
Q4
$86K Hold
21
0.01% 336
2020
Q3
$86K Hold
21
0.01% 336
2020
Q2
$68K Buy
21
+1
+5% +$3.24K 0.01% 337
2020
Q1
$51K Hold
20
0.01% 333
2019
Q4
$76K Hold
20
0.01% 343
2019
Q3
$74K Sell
20
-2
-9% -$7.4K 0.01% 323
2019
Q2
$74K Buy
22
+2
+10% +$6.73K 0.01% 313
2019
Q1
$55K Hold
20
0.01% 337
2018
Q4
$49K Hold
20
0.01% 322
2018
Q3
$49K Sell
20
-12
-38% -$29.4K 0.01% 324
2018
Q2
$95K Hold
32
0.01% 255
2018
Q1
$90K Hold
32
0.01% 252
2017
Q4
$112K Sell
32
-4
-11% -$14K 0.01% 225
2017
Q3
$103K Sell
36
-4
-10% -$11.4K 0.01% 241
2017
Q2
$96.4K Sell
40
-6
-13% -$14.5K 0.01% 244
2017
Q1
$96.9K Hold
46
0.02% 215
2016
Q4
$77K Sell
46
-2
-4% -$3.35K 0.01% 237
2016
Q3
$78.7K Hold
48
0.01% 228
2016
Q2
$85.5K Hold
48
0.02% 219
2016
Q1
$83.2K Sell
48
-12
-20% -$20.8K 0.02% 226
2015
Q4
$98.6K Hold
60
0.02% 219
2015
Q3
$91.5K Hold
60
0.02% 236
2015
Q2
$80.4K Buy
60
+24
+67% +$32.2K 0.02% 231
2015
Q1
$47.8K Buy
+36
New +$47.8K 0.01% 287