Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.7K Sell
172
-556
-76% -$57.4K ﹤0.01% 1467
2025
Q1
$67.4K Buy
728
+40
+6% +$3.7K ﹤0.01% 810
2024
Q4
$64.3K Buy
688
+162
+31% +$15.1K ﹤0.01% 851
2024
Q3
$51.5K Buy
526
+117
+29% +$11.5K ﹤0.01% 976
2024
Q2
$40K Buy
409
+167
+69% +$16.3K ﹤0.01% 1011
2024
Q1
$29.8K Hold
242
﹤0.01% 1197
2023
Q4
$29.4K Sell
242
-28
-10% -$3.4K ﹤0.01% 1166
2023
Q3
$31.9K Hold
270
﹤0.01% 1064
2023
Q2
$35.5K Buy
270
+10
+4% +$1.31K ﹤0.01% 1035
2023
Q1
$35.2K Sell
260
-5
-2% -$676 ﹤0.01% 1053
2022
Q4
$36.8K Sell
265
-979
-79% -$136K ﹤0.01% 983
2022
Q3
$119K Buy
1,244
+39
+3% +$3.73K ﹤0.01% 558
2022
Q2
$118K Buy
1,205
+989
+458% +$96.8K ﹤0.01% 607
2022
Q1
$32K Sell
216
-1,051
-83% -$156K ﹤0.01% 757
2021
Q4
$146K Buy
1,267
+304
+32% +$35K ﹤0.01% 568
2021
Q3
$117K Buy
963
+237
+33% +$28.8K ﹤0.01% 633
2021
Q2
$94K Buy
726
+672
+1,244% +$87K 0.01% 560
2021
Q1
$7K Buy
54
+38
+238% +$4.93K ﹤0.01% 1375
2020
Q4
$2K Buy
+16
New +$2K ﹤0.01% 1298
2019
Q3
Sell
-25
Closed -$1K 1519
2019
Q2
$1K Sell
25
-114
-82% -$4.56K ﹤0.01% 1440
2019
Q1
$9K Buy
139
+56
+67% +$3.63K ﹤0.01% 1069
2018
Q4
$4K Hold
83
﹤0.01% 1276
2018
Q3
$5K Hold
83
﹤0.01% 1292
2018
Q2
$5K Hold
83
﹤0.01% 1286
2018
Q1
$5K Hold
83
﹤0.01% 1194
2017
Q4
$5K Hold
83
﹤0.01% 1203
2017
Q3
$6K Hold
83
﹤0.01% 1144
2017
Q2
$6K Sell
83
-2
-2% -$145 ﹤0.01% 1111
2017
Q1
$5K Sell
85
-1
-1% -$59 ﹤0.01% 1190
2016
Q4
$4K Hold
86
﹤0.01% 1181
2016
Q3
$4K Buy
+86
New +$4K ﹤0.01% 1172
2015
Q4
Sell
-199
Closed -$9K 1249
2015
Q3
$9K Sell
199
-19
-9% -$859 ﹤0.01% 998
2015
Q2
$12K Sell
218
-123
-36% -$6.77K ﹤0.01% 967
2015
Q1
$16K Sell
341
-6
-2% -$282 ﹤0.01% 896
2014
Q4
$15K Buy
347
+28
+9% +$1.21K ﹤0.01% 909
2014
Q3
$14K Buy
319
+32
+11% +$1.4K ﹤0.01% 948
2014
Q2
$13K Sell
287
-13
-4% -$589 ﹤0.01% 965
2014
Q1
$16K Buy
300
+202
+206% +$10.8K ﹤0.01% 832
2013
Q4
$4K Buy
98
+24
+32% +$980 ﹤0.01% 1106
2013
Q3
$4K Buy
74
+30
+68% +$1.62K ﹤0.01% 984
2013
Q2
$2K Buy
+44
New +$2K ﹤0.01% 824