Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.3K Sell
55
-13
-19% -$4.57K ﹤0.01% 441
2025
Q1
$21.5K Hold
68
﹤0.01% 406
2024
Q4
$22.9K Hold
68
﹤0.01% 419
2024
Q3
$21.7K Sell
68
-16
-19% -$5.1K ﹤0.01% 440
2024
Q2
$27K Buy
84
+1
+1% +$322 ﹤0.01% 292
2024
Q1
$28.8K Sell
83
-1
-1% -$347 ﹤0.01% 288
2023
Q4
$30.5K Buy
84
+20
+31% +$7.26K ﹤0.01% 262
2023
Q3
$19K Buy
64
+16
+33% +$4.76K ﹤0.01% 342
2023
Q2
$15.9K Sell
48
-3
-6% -$991 ﹤0.01% 325
2023
Q1
$17K Sell
51
-17
-25% -$5.66K ﹤0.01% 305
2022
Q4
$16.4K Sell
68
-1
-1% -$242 ﹤0.01% 309
2022
Q3
$15K Sell
69
-1
-1% -$217 ﹤0.01% 321
2022
Q2
$17K Buy
70
+10
+17% +$2.43K ﹤0.01% 328
2022
Q1
$19K Buy
60
+12
+25% +$3.8K ﹤0.01% 380
2021
Q4
$19K Sell
48
-4
-8% -$1.58K ﹤0.01% 363
2021
Q3
$18K Sell
52
-1
-2% -$346 ﹤0.01% 349
2021
Q2
$18K Buy
53
+2
+4% +$679 ﹤0.01% 365
2021
Q1
$17K Sell
51
-10
-16% -$3.33K ﹤0.01% 328
2020
Q4
$22K Buy
+61
New +$22K ﹤0.01% 310
2018
Q2
Sell
-3,200
Closed -$501K 444
2018
Q1
$501K Buy
+3,200
New +$501K 0.02% 197
2017
Q1
Sell
-960
Closed -$88K 374
2016
Q4
$88K Sell
960
-1,190
-55% -$109K 0.01% 277
2016
Q3
$199K Sell
2,150
-16,450
-88% -$1.52M 0.02% 250
2016
Q2
$1.69M Buy
+18,600
New +$1.69M 0.31% 100