Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.02K Buy
+224
New +$5.02K ﹤0.01% 366
2025
Q1
Sell
-126
Closed -$2.53K 390
2024
Q4
$2.53K Buy
+126
New +$2.53K ﹤0.01% 301
2024
Q2
Sell
-116
Closed -$5.12K 396
2024
Q1
$5.12K Sell
116
-21
-15% -$928 ﹤0.01% 258
2023
Q4
$6.88K Buy
+137
New +$6.88K ﹤0.01% 235
2023
Q3
Sell
-40
Closed -$1.34K 319
2023
Q2
$1.34K Hold
40
﹤0.01% 296
2023
Q1
$1.31K Hold
40
﹤0.01% 288
2022
Q4
$1.06K Sell
40
-666
-94% -$17.6K ﹤0.01% 304
2022
Q3
$18K Hold
706
﹤0.01% 253
2022
Q2
$26K Sell
706
-63
-8% -$2.32K ﹤0.01% 231
2022
Q1
$38K Sell
769
-334
-30% -$16.5K ﹤0.01% 225
2021
Q4
$57K Buy
1,103
+71
+7% +$3.67K ﹤0.01% 206
2021
Q3
$55K Sell
1,032
-113
-10% -$6.02K ﹤0.01% 203
2021
Q2
$64K Hold
1,145
﹤0.01% 185
2021
Q1
$73K Sell
1,145
-100
-8% -$6.38K ﹤0.01% 178
2020
Q4
$62K Sell
1,245
-50
-4% -$2.49K ﹤0.01% 173
2020
Q3
$67K Hold
1,295
﹤0.01% 154
2020
Q2
$77K Buy
1,295
+100
+8% +$5.95K ﹤0.01% 133
2020
Q1
$65K Buy
1,195
+100
+9% +$5.44K ﹤0.01% 136
2019
Q4
$66K Buy
1,095
+412
+60% +$24.8K ﹤0.01% 146
2019
Q3
$35K Hold
683
﹤0.01% 168
2019
Q2
$33K Hold
683
﹤0.01% 172
2019
Q1
$37K Sell
683
-1,100
-62% -$59.6K ﹤0.01% 161
2018
Q4
$84K Buy
1,783
+529
+42% +$24.9K ﹤0.01% 137
2018
Q3
$59K Buy
1,254
+171
+16% +$8.05K ﹤0.01% 141
2018
Q2
$54K Sell
1,083
-60
-5% -$2.99K ﹤0.01% 144
2018
Q1
$60K Buy
1,143
+560
+96% +$29.4K ﹤0.01% 140
2017
Q4
$27K Sell
583
-124
-18% -$5.74K ﹤0.01% 165
2017
Q3
$27K Buy
707
+124
+21% +$4.74K ﹤0.01% 154
2017
Q2
$20K Buy
583
+133
+30% +$4.56K ﹤0.01% 160
2017
Q1
$16K Sell
450
-12
-3% -$427 ﹤0.01% 158
2016
Q4
$17K Buy
462
+12
+3% +$442 ﹤0.01% 170
2016
Q3
$17K Sell
450
-2,050
-82% -$77.4K ﹤0.01% 168
2016
Q2
$82K Hold
2,500
﹤0.01% 121
2016
Q1
$81K Sell
2,500
-1,196
-32% -$38.8K ﹤0.01% 124
2015
Q4
$127K Sell
3,696
-1,000
-21% -$34.4K 0.01% 115
2015
Q3
$142K Sell
4,696
-222
-5% -$6.71K 0.01% 115
2015
Q2
$150K Sell
4,918
-197,928
-98% -$6.04M 0.01% 118
2015
Q1
$6.34M Sell
202,846
-363,820
-64% -$11.4M 0.32% 77
2014
Q4
$20.6M Sell
566,666
-153,602
-21% -$5.57M 1.03% 46
2014
Q3
$25.1M Sell
720,268
-193,539
-21% -$6.74M 1.29% 35
2014
Q2
$28.2M Buy
+913,807
New +$28.2M 1.42% 23