Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-697
Closed -$29.4K 2392
2025
Q1
$29.4K Buy
697
+88
+14% +$3.71K ﹤0.01% 1157
2024
Q4
$29.6K Buy
609
+92
+18% +$4.47K ﹤0.01% 1182
2024
Q3
$34.1K Buy
517
+246
+91% +$16.2K ﹤0.01% 1163
2024
Q2
$15.6K Sell
271
-6
-2% -$345 ﹤0.01% 1374
2024
Q1
$17.6K Buy
277
+27
+11% +$1.72K ﹤0.01% 1382
2023
Q4
$15.8K Sell
250
-124
-33% -$7.82K ﹤0.01% 1420
2023
Q3
$25K Buy
374
+15
+4% +$1.01K ﹤0.01% 1150
2023
Q2
$37.5K Buy
359
+59
+20% +$6.16K ﹤0.01% 1014
2023
Q1
$36.6K Sell
300
-89
-23% -$10.9K ﹤0.01% 1033
2022
Q4
$48.5K Sell
389
-52
-12% -$6.49K ﹤0.01% 868
2022
Q3
$45K Buy
441
+56
+15% +$5.71K ﹤0.01% 875
2022
Q2
$40K Buy
385
+64
+20% +$6.65K ﹤0.01% 1008
2022
Q1
$42K Sell
321
-358
-53% -$46.8K ﹤0.01% 684
2021
Q4
$74K Sell
679
-122
-15% -$13.3K ﹤0.01% 783
2021
Q3
$73K Buy
801
+403
+101% +$36.7K ﹤0.01% 774
2021
Q2
$43K Sell
398
-134
-25% -$14.5K ﹤0.01% 841
2021
Q1
$58K Buy
532
+373
+235% +$40.7K ﹤0.01% 680
2020
Q4
$18K Hold
159
﹤0.01% 918
2020
Q3
$16K Buy
159
+97
+156% +$9.76K ﹤0.01% 888
2020
Q2
$6K Hold
62
﹤0.01% 1134
2020
Q1
$4K Sell
62
-47
-43% -$3.03K ﹤0.01% 1157
2019
Q4
$10K Sell
109
-26
-19% -$2.39K ﹤0.01% 1062
2019
Q3
$11K Buy
135
+54
+67% +$4.4K ﹤0.01% 1039
2019
Q2
$6K Sell
81
-39
-33% -$2.89K ﹤0.01% 1221
2019
Q1
$9K Sell
120
-75
-38% -$5.63K ﹤0.01% 1078
2018
Q4
$12K Sell
195
-460
-70% -$28.3K ﹤0.01% 958
2018
Q3
$49K Buy
655
+482
+279% +$36.1K ﹤0.01% 587
2018
Q2
$13K Sell
173
-5
-3% -$376 ﹤0.01% 1023
2018
Q1
$12K Hold
178
﹤0.01% 937
2017
Q4
$14K Hold
178
﹤0.01% 915
2017
Q3
$14K Sell
178
-19
-10% -$1.49K ﹤0.01% 895
2017
Q2
$14K Buy
197
+39
+25% +$2.77K ﹤0.01% 884
2017
Q1
$10K Sell
158
-485
-75% -$30.7K ﹤0.01% 1017
2016
Q4
$26K Hold
643
﹤0.01% 714
2016
Q3
$26K Sell
643
-314
-33% -$12.7K ﹤0.01% 706
2016
Q2
$38K Hold
957
0.01% 573
2016
Q1
$39K Buy
957
+945
+7,875% +$38.5K ﹤0.01% 601
2015
Q4
$0 Hold
12
﹤0.01% 1301
2015
Q3
$0 Hold
12
﹤0.01% 1418
2015
Q2
$0 Hold
12
﹤0.01% 1436
2015
Q1
$0 Hold
12
﹤0.01% 1517
2014
Q4
$0 Sell
12
-297
-96% ﹤0.01% 1513
2014
Q3
$15K Sell
309
-23
-7% -$1.12K ﹤0.01% 921
2014
Q2
$18K Buy
+332
New +$18K ﹤0.01% 862
2013
Q3
Sell
-127
Closed -$7K 1152
2013
Q2
$7K Buy
+127
New +$7K ﹤0.01% 593