Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
1,357
+345
+34% +$31.7K ﹤0.01% 654
2025
Q1
$89K Sell
1,012
-131
-11% -$11.5K ﹤0.01% 712
2024
Q4
$106K Buy
1,143
+36
+3% +$3.33K ﹤0.01% 679
2024
Q3
$103K Buy
1,107
+428
+63% +$39.7K ﹤0.01% 716
2024
Q2
$50.9K Sell
679
-22
-3% -$1.65K ﹤0.01% 909
2024
Q1
$60.5K Sell
701
-45
-6% -$3.88K ﹤0.01% 867
2023
Q4
$51.6K Sell
746
-89
-11% -$6.16K ﹤0.01% 926
2023
Q3
$45.7K Sell
835
-4,597
-85% -$252K ﹤0.01% 889
2023
Q2
$303K Buy
5,432
+37
+0.7% +$2.06K 0.01% 404
2023
Q1
$274K Buy
5,395
+4,502
+504% +$229K 0.01% 418
2022
Q4
$35.5K Sell
893
-20
-2% -$796 ﹤0.01% 1001
2022
Q3
$29K Sell
913
-192
-17% -$6.1K ﹤0.01% 1072
2022
Q2
$38K Sell
1,105
-132
-11% -$4.54K ﹤0.01% 1031
2022
Q1
$50K Buy
1,237
+224
+22% +$9.05K ﹤0.01% 644
2021
Q4
$53K Sell
1,013
-32
-3% -$1.67K ﹤0.01% 900
2021
Q3
$49K Buy
1,045
+154
+17% +$7.22K ﹤0.01% 911
2021
Q2
$45K Sell
891
-42
-5% -$2.12K ﹤0.01% 823
2021
Q1
$44K Buy
933
+629
+207% +$29.7K ﹤0.01% 787
2020
Q4
$12K Buy
304
+44
+17% +$1.74K ﹤0.01% 1022
2020
Q3
$9K Buy
260
+14
+6% +$485 ﹤0.01% 1028
2020
Q2
$8K Sell
246
-110
-31% -$3.58K ﹤0.01% 1064
2020
Q1
$9K Sell
356
-62
-15% -$1.57K ﹤0.01% 953
2019
Q4
$17K Hold
418
﹤0.01% 909
2019
Q3
$14K Buy
418
+137
+49% +$4.59K ﹤0.01% 966
2019
Q2
$8K Buy
281
+60
+27% +$1.71K ﹤0.01% 1145
2019
Q1
$6K Hold
221
﹤0.01% 1193
2018
Q4
$5K Sell
221
-31
-12% -$701 ﹤0.01% 1222
2018
Q3
$7K Hold
252
﹤0.01% 1212
2018
Q2
$8K Hold
252
﹤0.01% 1180
2018
Q1
$8K Buy
252
+35
+16% +$1.11K ﹤0.01% 1063
2017
Q4
$8K Buy
+217
New +$8K ﹤0.01% 1089
2017
Q3
Sell
-95
Closed -$3K 1401
2017
Q2
$3K Sell
95
-121
-56% -$3.82K ﹤0.01% 1239
2017
Q1
$7K Sell
216
-267
-55% -$8.65K ﹤0.01% 1118
2016
Q4
$15K Hold
483
﹤0.01% 871
2016
Q3
$15K Buy
483
+423
+705% +$13.1K ﹤0.01% 864
2016
Q2
$1K Buy
60
+35
+140% +$583 ﹤0.01% 1287
2016
Q1
$0 Buy
+25
New ﹤0.01% 1338
2015
Q4
Sell
-6
Closed 1279
2015
Q3
$0 Buy
+6
New ﹤0.01% 1403