Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.1K Buy
80
+42
+111% +$20K ﹤0.01% 1144
2025
Q1
$13.9K Sell
38
-34
-47% -$12.5K ﹤0.01% 1473
2024
Q4
$29.1K Buy
72
+9
+14% +$3.64K ﹤0.01% 1190
2024
Q3
$31.8K Buy
63
+18
+40% +$9.08K ﹤0.01% 1187
2024
Q2
$19.4K Buy
45
+12
+36% +$5.16K ﹤0.01% 1289
2024
Q1
$12.5K Buy
33
+3
+10% +$1.14K ﹤0.01% 1509
2023
Q4
$9.72K Sell
30
-15
-33% -$4.86K ﹤0.01% 1607
2023
Q3
$14.1K Hold
45
﹤0.01% 1381
2023
Q2
$15.3K Hold
45
﹤0.01% 1367
2023
Q1
$13.3K Hold
45
﹤0.01% 1436
2022
Q4
$13.5K Buy
45
+4
+10% +$1.2K ﹤0.01% 1416
2022
Q3
$11K Sell
41
-3
-7% -$805 ﹤0.01% 1469
2022
Q2
$11K Sell
44
-68
-61% -$17K ﹤0.01% 1529
2022
Q1
$34K Sell
112
-117
-51% -$35.5K ﹤0.01% 738
2021
Q4
$60K Hold
229
﹤0.01% 848
2021
Q3
$58K Buy
229
+115
+101% +$29.1K ﹤0.01% 839
2021
Q2
$29K Sell
114
-15
-12% -$3.82K ﹤0.01% 974
2021
Q1
$31K Sell
129
-69
-35% -$16.6K ﹤0.01% 912
2020
Q4
$49K Buy
198
+7
+4% +$1.73K ﹤0.01% 607
2020
Q3
$40K Sell
191
-89
-32% -$18.6K ﹤0.01% 601
2020
Q2
$60K Sell
280
-15
-5% -$3.21K ﹤0.01% 481
2020
Q1
$62K Buy
295
+79
+37% +$16.6K 0.01% 443
2019
Q4
$53K Hold
216
﹤0.01% 555
2019
Q3
$49K Sell
216
-109
-34% -$24.7K ﹤0.01% 553
2019
Q2
$66K Hold
325
0.01% 513
2019
Q1
$59K Hold
325
﹤0.01% 489
2018
Q4
$46K Hold
325
﹤0.01% 529
2018
Q3
$59K Hold
325
﹤0.01% 538
2018
Q2
$54K Sell
325
-46
-12% -$7.64K ﹤0.01% 555
2018
Q1
$57K Hold
371
0.01% 472
2017
Q4
$51K Hold
371
﹤0.01% 517
2017
Q3
$52K Hold
371
0.01% 487
2017
Q2
$47K Buy
371
+2
+0.5% +$253 0.01% 508
2017
Q1
$43K Buy
369
+1
+0.3% +$117 ﹤0.01% 563
2016
Q4
$36K Hold
368
﹤0.01% 616
2016
Q3
$36K Hold
368
﹤0.01% 611
2016
Q2
$33K Hold
368
﹤0.01% 618
2016
Q1
$35K Buy
368
+113
+44% +$10.7K ﹤0.01% 635
2015
Q4
$23K Sell
255
-164
-39% -$14.8K ﹤0.01% 685
2015
Q3
$30K Buy
419
+107
+34% +$7.66K ﹤0.01% 656
2015
Q2
$25K Hold
312
﹤0.01% 771
2015
Q1
$28K Hold
312
﹤0.01% 729
2014
Q4
$27K Hold
312
﹤0.01% 739
2014
Q3
$22K Hold
312
﹤0.01% 780
2014
Q2
$21K Hold
312
﹤0.01% 810
2014
Q1
$21K Hold
312
﹤0.01% 754
2013
Q4
$22K Sell
312
-98
-24% -$6.91K ﹤0.01% 707
2013
Q3
$28K Hold
410
﹤0.01% 574
2013
Q2
$26K Buy
+410
New +$26K 0.01% 314