Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52K Buy
2,504
+2,091
+506% +$43.5K ﹤0.01% 984
2025
Q1
$7.31K Hold
413
﹤0.01% 1710
2024
Q4
$6.41K Buy
413
+66
+19% +$1.02K ﹤0.01% 1750
2024
Q3
$5.34K Buy
347
+79
+29% +$1.22K ﹤0.01% 1781
2024
Q2
$3.66K Buy
+268
New +$3.66K ﹤0.01% 1836
2024
Q1
Sell
-80
Closed -$1.08K 2350
2023
Q4
$1.08K Buy
80
+2
+3% +$27 ﹤0.01% 2194
2023
Q3
$999 Sell
78
-197
-72% -$2.52K ﹤0.01% 2198
2023
Q2
$3.11K Sell
275
-404
-59% -$4.56K ﹤0.01% 1944
2023
Q1
$7.7K Buy
679
+301
+80% +$3.41K ﹤0.01% 1656
2022
Q4
$5.1K Buy
378
+15
+4% +$203 ﹤0.01% 1794
2022
Q3
$3K Sell
363
-247
-40% -$2.04K ﹤0.01% 1902
2022
Q2
$8K Sell
610
-187
-23% -$2.45K ﹤0.01% 1669
2022
Q1
$11K Sell
797
-366
-31% -$5.05K ﹤0.01% 1074
2021
Q4
$14K Sell
1,163
-38
-3% -$457 ﹤0.01% 1415
2021
Q3
$16K Buy
1,201
+797
+197% +$10.6K ﹤0.01% 1358
2021
Q2
$5K Hold
404
﹤0.01% 1534
2021
Q1
$5K Hold
404
﹤0.01% 1456
2020
Q4
$4K Hold
404
﹤0.01% 1242
2020
Q3
$3K Hold
404
﹤0.01% 1260
2020
Q2
$3K Hold
404
﹤0.01% 1253
2020
Q1
$3K Buy
404
+145
+56% +$1.08K ﹤0.01% 1204
2019
Q4
$3K Sell
259
-359
-58% -$4.16K ﹤0.01% 1341
2019
Q3
$6K Hold
618
﹤0.01% 1207
2019
Q2
$7K Buy
618
+7
+1% +$79 ﹤0.01% 1193
2019
Q1
$7K Hold
611
﹤0.01% 1154
2018
Q4
$8K Hold
611
﹤0.01% 1090
2018
Q3
$9K Hold
611
﹤0.01% 1147
2018
Q2
$8K Sell
611
-25
-4% -$327 ﹤0.01% 1190
2018
Q1
$8K Sell
636
-47
-7% -$591 ﹤0.01% 1071
2017
Q4
$10K Sell
683
-55
-7% -$805 ﹤0.01% 1029
2017
Q3
$10K Hold
738
﹤0.01% 1001
2017
Q2
$12K Buy
738
+25
+4% +$407 ﹤0.01% 922
2017
Q1
$11K Buy
713
+279
+64% +$4.3K ﹤0.01% 988
2016
Q4
$6K Hold
434
﹤0.01% 1106
2016
Q3
$6K Sell
434
-152
-26% -$2.1K ﹤0.01% 1097
2016
Q2
$8K Sell
586
-108
-16% -$1.47K ﹤0.01% 1020
2016
Q1
$9K Buy
694
+101
+17% +$1.31K ﹤0.01% 1021
2015
Q4
$7K Sell
593
-148
-20% -$1.75K ﹤0.01% 990
2015
Q3
$9K Buy
741
+61
+9% +$741 ﹤0.01% 1008
2015
Q2
$8K Hold
680
﹤0.01% 1091
2015
Q1
$8K Hold
680
﹤0.01% 1108
2014
Q4
$9K Buy
680
+114
+20% +$1.51K ﹤0.01% 1064
2014
Q3
$9K Buy
566
+118
+26% +$1.88K ﹤0.01% 1100
2014
Q2
$7K Sell
448
-10
-2% -$156 ﹤0.01% 1136
2014
Q1
$7K Hold
458
﹤0.01% 1051
2013
Q4
$6K Buy
+458
New +$6K ﹤0.01% 1054
2013
Q3
Sell
-138
Closed -$2K 1164
2013
Q2
$2K Buy
+138
New +$2K ﹤0.01% 839