Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.29K Buy
152
+40
+36% +$2.45K ﹤0.01% 1699
2025
Q1
$6.48K Buy
112
+47
+72% +$2.72K ﹤0.01% 1740
2024
Q4
$3.25K Sell
65
-28
-30% -$1.4K ﹤0.01% 1902
2024
Q3
$4.24K Sell
93
-156
-63% -$7.11K ﹤0.01% 1849
2024
Q2
$10.9K Buy
249
+66
+36% +$2.88K ﹤0.01% 1494
2024
Q1
$7.22K Sell
183
-224
-55% -$8.84K ﹤0.01% 1709
2023
Q4
$16.5K Buy
407
+7
+2% +$284 ﹤0.01% 1400
2023
Q3
$15.8K Buy
400
+33
+9% +$1.3K ﹤0.01% 1331
2023
Q2
$14.6K Buy
367
+4
+1% +$159 ﹤0.01% 1397
2023
Q1
$12.4K Buy
363
+58
+19% +$1.98K ﹤0.01% 1473
2022
Q4
$9.52K Buy
305
+113
+59% +$3.53K ﹤0.01% 1581
2022
Q3
$5K Buy
192
+26
+16% +$677 ﹤0.01% 1772
2022
Q2
$5K Buy
166
+117
+239% +$3.52K ﹤0.01% 1830
2022
Q1
$2K Sell
49
-171
-78% -$6.98K ﹤0.01% 1447
2021
Q4
$6K Buy
220
+1
+0.5% +$27 ﹤0.01% 1702
2021
Q3
$5K Buy
+219
New +$5K ﹤0.01% 1748
2020
Q1
Sell
-835
Closed -$32K 1461
2019
Q4
$32K Sell
835
-28
-3% -$1.07K ﹤0.01% 694
2019
Q3
$32K Sell
863
-199
-19% -$7.38K ﹤0.01% 675
2019
Q2
$44K Buy
1,062
+63
+6% +$2.61K ﹤0.01% 604
2019
Q1
$39K Buy
999
+89
+10% +$3.47K ﹤0.01% 581
2018
Q4
$36K Sell
910
-11
-1% -$435 ﹤0.01% 584
2018
Q3
$38K Sell
921
-10
-1% -$413 ﹤0.01% 658
2018
Q2
$41K Sell
931
-9
-1% -$396 ﹤0.01% 635
2018
Q1
$43K Sell
940
-20
-2% -$915 ﹤0.01% 533
2017
Q4
$47K Hold
960
﹤0.01% 537
2017
Q3
$43K Hold
960
﹤0.01% 539
2017
Q2
$43K Sell
960
-11
-1% -$493 ﹤0.01% 526
2017
Q1
$36K Sell
971
-81
-8% -$3K ﹤0.01% 632
2016
Q4
$35K Hold
1,052
﹤0.01% 630
2016
Q3
$35K Buy
1,052
+68
+7% +$2.26K ﹤0.01% 625
2016
Q2
$27K Hold
984
﹤0.01% 677
2016
Q1
$27K Hold
984
﹤0.01% 710
2015
Q4
$34K Sell
984
-59
-6% -$2.04K 0.01% 574
2015
Q3
$35K Sell
1,043
-250
-19% -$8.39K 0.01% 624
2015
Q2
$51K Buy
1,293
+945
+272% +$37.3K 0.01% 545
2015
Q1
$13K Sell
348
-456
-57% -$17K ﹤0.01% 968
2014
Q4
$32K Buy
804
+281
+54% +$11.2K ﹤0.01% 674
2014
Q3
$22K Sell
523
-31
-6% -$1.3K ﹤0.01% 788
2014
Q2
$25K Sell
554
-25
-4% -$1.13K ﹤0.01% 754
2014
Q1
$25K Buy
579
+14
+2% +$604 ﹤0.01% 706
2013
Q4
$25K Buy
565
+230
+69% +$10.2K ﹤0.01% 664
2013
Q3
$16K Buy
335
+138
+70% +$6.59K ﹤0.01% 716
2013
Q2
$9K Buy
+197
New +$9K ﹤0.01% 543