Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.7K Buy
1,085
+886
+445% +$19.4K ﹤0.01% 1350
2025
Q1
$3.9K Buy
+199
New +$3.9K ﹤0.01% 1856
2024
Q4
Sell
-131
Closed -$2.38K 2324
2024
Q3
$2.38K Sell
131
-225
-63% -$4.08K ﹤0.01% 1967
2024
Q2
$6.1K Buy
356
+3
+0.8% +$51 ﹤0.01% 1703
2024
Q1
$5.82K Buy
353
+74
+27% +$1.22K ﹤0.01% 1775
2023
Q4
$4.19K Buy
279
+131
+89% +$1.97K ﹤0.01% 1840
2023
Q3
$1.95K Sell
148
-134
-48% -$1.77K ﹤0.01% 1984
2023
Q2
$3.8K Buy
282
+148
+110% +$1.99K ﹤0.01% 1882
2023
Q1
$1.59K Sell
134
-136
-50% -$1.61K ﹤0.01% 2160
2022
Q4
$3.29K Sell
270
-231
-46% -$2.81K ﹤0.01% 1913
2022
Q3
$3K Sell
501
-408
-45% -$2.44K ﹤0.01% 1894
2022
Q2
$8K Buy
909
+371
+69% +$3.27K ﹤0.01% 1667
2022
Q1
$6K Buy
538
+219
+69% +$2.44K ﹤0.01% 1244
2021
Q4
$4K Sell
319
-155
-33% -$1.94K ﹤0.01% 1811
2021
Q3
$7K Sell
474
-65
-12% -$960 ﹤0.01% 1654
2021
Q2
$7K Sell
539
-306
-36% -$3.97K ﹤0.01% 1439
2021
Q1
$10K Sell
845
-452
-35% -$5.35K ﹤0.01% 1289
2020
Q4
$12K Buy
1,297
+237
+22% +$2.19K ﹤0.01% 1024
2020
Q3
$7K Sell
1,060
-442
-29% -$2.92K ﹤0.01% 1092
2020
Q2
$10K Sell
1,502
-1,007
-40% -$6.7K ﹤0.01% 1002
2020
Q1
$13K Sell
2,509
-912
-27% -$4.73K ﹤0.01% 875
2019
Q4
$40K Buy
3,421
+912
+36% +$10.7K ﹤0.01% 624
2019
Q3
$26K Sell
2,509
-156
-6% -$1.62K ﹤0.01% 756
2019
Q2
$31K Buy
2,665
+686
+35% +$7.98K ﹤0.01% 714
2019
Q1
$24K Hold
1,979
﹤0.01% 763
2018
Q4
$21K Buy
1,979
+478
+32% +$5.07K ﹤0.01% 775
2018
Q3
$19K Sell
1,501
-2,000
-57% -$25.3K ﹤0.01% 893
2018
Q2
$50K Buy
3,501
+2,277
+186% +$32.5K ﹤0.01% 573
2018
Q1
$21K Buy
1,224
+255
+26% +$4.38K ﹤0.01% 784
2017
Q4
$18K Sell
969
-614
-39% -$11.4K ﹤0.01% 842
2017
Q3
$29K Buy
1,583
+969
+158% +$17.8K ﹤0.01% 655
2017
Q2
$11K Hold
614
﹤0.01% 947
2017
Q1
$9K Sell
614
-917
-60% -$13.4K ﹤0.01% 1043
2016
Q4
$18K Hold
1,531
﹤0.01% 825
2016
Q3
$18K Buy
1,531
+325
+27% +$3.82K ﹤0.01% 819
2016
Q2
$12K Buy
1,206
+55
+5% +$547 ﹤0.01% 898
2016
Q1
$13K Buy
1,151
+64
+6% +$723 ﹤0.01% 921
2015
Q4
$14K Buy
1,087
+307
+39% +$3.95K ﹤0.01% 837
2015
Q3
$11K Hold
780
﹤0.01% 959
2015
Q2
$12K Buy
780
+280
+56% +$4.31K ﹤0.01% 975
2015
Q1
$7K Sell
500
-597
-54% -$8.36K ﹤0.01% 1144
2014
Q4
$14K Hold
1,097
﹤0.01% 935
2014
Q3
$15K Buy
1,097
+200
+22% +$2.74K ﹤0.01% 922
2014
Q2
$12K Sell
897
-60
-6% -$803 ﹤0.01% 995
2014
Q1
$13K Buy
957
+182
+23% +$2.47K ﹤0.01% 899
2013
Q4
$10K Buy
775
+174
+29% +$2.25K ﹤0.01% 935
2013
Q3
$7K Sell
601
-73
-11% -$850 ﹤0.01% 898
2013
Q2
$6K Buy
+674
New +$6K ﹤0.01% 632