Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.1K Sell
1,536
-74
-5% -$3.09K ﹤0.01% 1445
2025
Q1
$67.9K Buy
1,610
+1,155
+254% +$48.7K ﹤0.01% 1758
2024
Q4
$22.1K Buy
455
+92
+25% +$4.47K ﹤0.01% 1683
2024
Q3
$23.9K Buy
363
+265
+270% +$17.5K ﹤0.01% 1497
2024
Q2
$5.63K Hold
98
﹤0.01% 1691
2024
Q1
$6.23K Hold
98
﹤0.01% 1666
2023
Q4
$6.17K Hold
98
﹤0.01% 1677
2023
Q3
$6.55K Buy
98
+1
+1% +$67 ﹤0.01% 1668
2023
Q2
$10.2K Hold
97
﹤0.01% 1576
2023
Q1
$11.8K Sell
97
-20
-17% -$2.44K ﹤0.01% 1505
2022
Q4
$14.7K Buy
117
+21
+22% +$2.63K ﹤0.01% 1424
2022
Q3
$10K Sell
96
-100
-51% -$10.4K ﹤0.01% 1507
2022
Q2
$21K Buy
196
+96
+96% +$10.3K ﹤0.01% 1663
2022
Q1
$13K Hold
100
﹤0.01% 1969
2021
Q4
$10K Hold
100
﹤0.01% 2172
2021
Q3
$9K Sell
100
-65
-39% -$5.85K ﹤0.01% 2249
2021
Q2
$17K Sell
165
-143
-46% -$14.7K ﹤0.01% 1988
2021
Q1
$36K Buy
308
+5
+2% +$584 ﹤0.01% 1797
2020
Q4
$21K Buy
303
+117
+63% +$8.11K ﹤0.01% 1867
2020
Q3
$19K Sell
186
-240
-56% -$24.5K ﹤0.01% 1671
2020
Q2
$41K Sell
426
-25
-6% -$2.41K ﹤0.01% 1294
2020
Q1
$34K Sell
451
-1,200
-73% -$90.5K ﹤0.01% 1274
2019
Q4
$166K Sell
1,651
-34
-2% -$3.42K 0.01% 765
2019
Q3
$145K Hold
1,685
0.01% 761
2019
Q2
$139K Buy
1,685
+100
+6% +$8.25K 0.01% 792
2019
Q1
$121K Buy
1,585
+58
+4% +$4.43K 0.01% 800
2018
Q4
$96K Buy
1,527
+115
+8% +$7.23K 0.01% 848
2018
Q3
$106K Hold
1,412
0.01% 862
2018
Q2
$109K Buy
1,412
+28
+2% +$2.16K 0.01% 761
2018
Q1
$91K Hold
1,384
0.01% 784
2017
Q4
$113K Sell
1,384
-116
-8% -$9.47K 0.01% 704
2017
Q3
$116K Hold
1,500
0.01% 654
2017
Q2
$95K Hold
1,500
0.01% 698
2017
Q1
$90K Buy
1,500
+113
+8% +$6.78K 0.01% 690
2016
Q4
$68K Buy
1,387
+3
+0.2% +$147 0.01% 724
2016
Q3
$58K Hold
1,384
0.01% 758
2016
Q2
$55K Sell
1,384
-292
-17% -$11.6K 0.01% 780
2016
Q1
$58K Buy
+1,676
New +$58K 0.01% 754