Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.35K Buy
279
+3
+1% +$90 ﹤0.01% 673
2025
Q1
$9.32K Buy
276
+50
+22% +$1.69K ﹤0.01% 650
2024
Q4
$6.67K Sell
226
-196
-46% -$5.79K ﹤0.01% 715
2024
Q3
$13.2K Buy
422
+6
+1% +$188 ﹤0.01% 609
2024
Q2
$15K Sell
416
-308
-43% -$11.1K ﹤0.01% 577
2024
Q1
$27.3K Buy
724
+110
+18% +$4.14K 0.01% 504
2023
Q4
$21.7K Buy
614
+3
+0.5% +$106 ﹤0.01% 520
2023
Q3
$23.7K Buy
611
+2
+0.3% +$77 0.01% 501
2023
Q2
$21.5K Buy
609
+204
+50% +$7.2K 0.01% 521
2023
Q1
$15.4K Hold
405
﹤0.01% 549
2022
Q4
$14.1K Buy
405
+2
+0.5% +$70 ﹤0.01% 548
2022
Q3
$11.5K Sell
403
-197
-33% -$5.62K ﹤0.01% 571
2022
Q2
$17K Buy
600
+400
+200% +$11.3K ﹤0.01% 536
2022
Q1
$5.88K Hold
200
﹤0.01% 696
2021
Q4
$5.33K Sell
200
-15
-7% -$399 ﹤0.01% 701
2021
Q3
$5.86K Buy
215
+2
+0.9% +$55 ﹤0.01% 797
2021
Q2
$5.64K Hold
213
﹤0.01% 797
2021
Q1
$5.2K Buy
213
+13
+7% +$317 ﹤0.01% 763
2020
Q4
$4.1K Hold
200
﹤0.01% 764
2020
Q3
$3.49K Hold
200
﹤0.01% 736
2020
Q2
$4.66K Sell
200
-1,971
-91% -$46K ﹤0.01% 681
2020
Q1
$53K Sell
2,171
-1,180
-35% -$28.8K 0.04% 259
2019
Q4
$126K Buy
3,351
+2,688
+405% +$101K 0.07% 203
2019
Q3
$25.2K Sell
663
-11
-2% -$418 0.02% 384
2019
Q2
$27.6K Sell
674
-102
-13% -$4.18K 0.02% 352
2019
Q1
$33.4K Sell
776
-218
-22% -$9.37K 0.02% 318
2018
Q4
$36.5K Sell
994
-15
-1% -$551 0.03% 274
2018
Q3
$44.4K Buy
1,009
+53
+6% +$2.33K 0.03% 272
2018
Q2
$41.1K Sell
956
-13
-1% -$559 0.03% 277
2018
Q1
$36.5K Sell
969
-14
-1% -$527 0.03% 279
2017
Q4
$37.8K Buy
983
+318
+48% +$12.2K 0.03% 272
2017
Q3
$23.1K Sell
665
-12
-2% -$416 0.02% 321
2017
Q2
$20.8K Sell
677
-11
-2% -$338 0.02% 302
2017
Q1
$20.7K Sell
688
-12
-2% -$361 0.02% 282
2016
Q4
$22.4K Buy
+700
New +$22.4K 0.02% 272