Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.55K Buy
18
+1
+6% +$364 ﹤0.01% 1790
2025
Q1
$5.38K Sell
17
-148
-90% -$46.8K ﹤0.01% 1788
2024
Q4
$55.7K Sell
165
-6
-4% -$2.02K ﹤0.01% 900
2024
Q3
$54.5K Sell
171
-9
-5% -$2.87K ﹤0.01% 945
2024
Q2
$57.9K Sell
180
-211
-54% -$67.8K ﹤0.01% 858
2024
Q1
$136K Sell
391
-23
-6% -$7.99K ﹤0.01% 608
2023
Q4
$150K Sell
414
-46
-10% -$16.7K 0.01% 552
2023
Q3
$137K Sell
460
-3
-0.6% -$893 0.01% 550
2023
Q2
$153K Sell
463
-31
-6% -$10.2K 0.01% 529
2023
Q1
$164K Sell
494
-3
-0.6% -$998 0.01% 515
2022
Q4
$120K Buy
497
+51
+11% +$12.3K ﹤0.01% 567
2022
Q3
$98K Sell
446
-130
-23% -$28.6K ﹤0.01% 616
2022
Q2
$137K Buy
576
+527
+1,076% +$125K ﹤0.01% 554
2022
Q1
$16K Sell
49
-346
-88% -$113K ﹤0.01% 947
2021
Q4
$158K Buy
395
+22
+6% +$8.8K ﹤0.01% 554
2021
Q3
$126K Buy
373
+54
+17% +$18.2K ﹤0.01% 606
2021
Q2
$111K Hold
319
0.01% 519
2021
Q1
$108K Sell
319
-81
-20% -$27.4K 0.01% 487
2020
Q4
$145K Sell
400
-2
-0.5% -$725 0.01% 362
2020
Q3
$131K Buy
402
+52
+15% +$16.9K 0.01% 355
2020
Q2
$102K Sell
350
-15
-4% -$4.37K 0.01% 391
2020
Q1
$84K Sell
365
-30
-8% -$6.9K 0.01% 388
2019
Q4
$101K Hold
395
0.01% 426
2019
Q3
$87K Buy
395
+3
+0.8% +$661 0.01% 441
2019
Q2
$80K Buy
392
+347
+771% +$70.8K 0.01% 474
2019
Q1
$8K Hold
45
﹤0.01% 1114
2018
Q4
$6K Buy
45
+4
+10% +$533 ﹤0.01% 1165
2018
Q3
$7K Hold
41
﹤0.01% 1204
2018
Q2
$7K Buy
+41
New +$7K ﹤0.01% 1218
2017
Q1
Sell
-17
Closed -$1K 1472
2016
Q4
$1K Hold
17
﹤0.01% 1396
2016
Q3
$1K Sell
17
-56
-77% -$3.29K ﹤0.01% 1392
2016
Q2
$7K Sell
73
-11
-13% -$1.06K ﹤0.01% 1039
2016
Q1
$7K Hold
84
﹤0.01% 1066
2015
Q4
$8K Hold
84
﹤0.01% 957
2015
Q3
$6K Sell
84
-4
-5% -$286 ﹤0.01% 1117
2015
Q2
$8K Buy
88
+73
+487% +$6.64K ﹤0.01% 1082
2015
Q1
$1K Hold
15
﹤0.01% 1429
2014
Q4
$1K Hold
15
﹤0.01% 1412
2014
Q3
$1K Hold
15
﹤0.01% 1423
2014
Q2
$1K Buy
+15
New +$1K ﹤0.01% 1408
2013
Q4
Sell
-188
Closed -$16K 1320
2013
Q3
$16K Buy
188
+7
+4% +$596 ﹤0.01% 713
2013
Q2
$13K Buy
+181
New +$13K 0.01% 453