Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.4K Buy
+392
New +$16.4K ﹤0.01% 2379
2024
Q4
$6.49K Sell
134
-32
-19% -$1.55K ﹤0.01% 2566
2024
Q3
$11K Sell
166
-1,127
-87% -$74.5K ﹤0.01% 2259
2024
Q2
$74.4K Sell
1,293
-195
-13% -$11.2K ﹤0.01% 1339
2024
Q1
$94.8K Buy
1,488
+7
+0.5% +$446 ﹤0.01% 1109
2023
Q4
$84.4K Sell
1,481
-4
-0.3% -$228 ﹤0.01% 1133
2023
Q3
$96.3K Buy
1,485
+15
+1% +$973 ﹤0.01% 955
2023
Q2
$153K Buy
1,470
+8
+0.5% +$834 0.01% 791
2023
Q1
$167K Buy
1,462
+180
+14% +$20.5K 0.01% 735
2022
Q4
$160K Buy
1,282
+35
+3% +$4.37K 0.01% 667
2022
Q3
$148K Buy
1,247
+91
+8% +$10.8K 0.01% 657
2022
Q2
$124K Sell
1,156
-17
-1% -$1.82K 0.01% 679
2022
Q1
$145K Buy
+1,173
New +$145K 0.01% 635
2021
Q4
Sell
-257
Closed -$24K 771
2021
Q3
$24K Buy
257
+64
+33% +$5.98K ﹤0.01% 1147
2021
Q2
$21K Sell
193
-36
-16% -$3.92K ﹤0.01% 1170
2021
Q1
$25K Sell
229
-73
-24% -$7.97K ﹤0.01% 1032
2020
Q4
$35K Sell
302
-1
-0.3% -$116 ﹤0.01% 845
2020
Q3
$32K Sell
303
-98
-24% -$10.4K ﹤0.01% 765
2020
Q2
$40K Sell
401
-17
-4% -$1.7K 0.01% 701
2020
Q1
$34K Sell
418
-25
-6% -$2.03K 0.01% 657
2019
Q4
$44K Sell
443
-18
-4% -$1.79K 0.01% 672
2019
Q3
$40K Sell
461
-19
-4% -$1.65K 0.01% 676
2019
Q2
$40K Buy
480
+25
+5% +$2.08K 0.01% 659
2019
Q1
$35K Buy
455
+226
+99% +$17.4K 0.01% 644
2018
Q4
$15K Sell
229
-269
-54% -$17.6K ﹤0.01% 844
2018
Q3
$38K Sell
498
-20
-4% -$1.53K 0.01% 625
2018
Q2
$40K Sell
518
-8
-2% -$618 0.01% 591
2018
Q1
$35K Buy
526
+277
+111% +$18.4K 0.01% 615
2017
Q4
$20K Sell
249
-9
-3% -$723 0.01% 720
2017
Q3
$20K Buy
258
+44
+21% +$3.41K 0.01% 646
2017
Q2
$14K Buy
214
+62
+41% +$4.06K 0.01% 691
2017
Q1
$9K Hold
152
0.01% 769
2016
Q4
$7K Buy
+152
New +$7K ﹤0.01% 770