Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.4K Buy
+1,324
New +$46.4K ﹤0.01% 1812
2024
Q4
$50.5K Sell
983
-3
-0.3% -$154 ﹤0.01% 1612
2024
Q3
$50.5K Sell
986
-33
-3% -$1.69K ﹤0.01% 1552
2024
Q2
$46.6K Sell
1,019
-25
-2% -$1.14K ﹤0.01% 1577
2024
Q1
$49.5K Sell
1,044
-20
-2% -$948 ﹤0.01% 1422
2023
Q4
$49.3K Buy
1,064
+1
+0.1% +$46 ﹤0.01% 1380
2023
Q3
$46.5K Sell
1,063
-36
-3% -$1.57K ﹤0.01% 1314
2023
Q2
$57.5K Buy
1,099
+140
+15% +$7.32K ﹤0.01% 1201
2023
Q1
$53.6K Buy
959
+76
+9% +$4.25K ﹤0.01% 1200
2022
Q4
$43.4K Sell
883
-320
-27% -$15.7K ﹤0.01% 1146
2022
Q3
$53K Buy
1,203
+250
+26% +$11K ﹤0.01% 991
2022
Q2
$48K Buy
953
+11
+1% +$554 ﹤0.01% 1011
2022
Q1
$52K Buy
+942
New +$52K ﹤0.01% 986
2021
Q4
Sell
-872
Closed -$58K 1823
2021
Q3
$58K Buy
872
+30
+4% +$2K 0.01% 807
2021
Q2
$57K Sell
842
-14
-2% -$948 0.01% 806
2021
Q1
$55K Buy
856
+49
+6% +$3.15K 0.01% 758
2020
Q4
$44K Buy
807
+26
+3% +$1.42K 0.01% 773
2020
Q3
$31K Hold
781
﹤0.01% 777
2020
Q2
$31K Buy
781
+93
+14% +$3.69K ﹤0.01% 764
2020
Q1
$23K Hold
688
﹤0.01% 765
2019
Q4
$48K Sell
688
-78
-10% -$5.44K 0.01% 657
2019
Q3
$48K Sell
766
-129
-14% -$8.08K 0.01% 641
2019
Q2
$56K Buy
895
+164
+22% +$10.3K 0.01% 586
2019
Q1
$39K Buy
731
+260
+55% +$13.9K 0.01% 613
2018
Q4
$26K Buy
471
+422
+861% +$23.3K 0.01% 677
2018
Q3
$4K Hold
49
﹤0.01% 1296
2018
Q2
$4K Hold
49
﹤0.01% 1272
2018
Q1
$4K Sell
49
-52
-51% -$4.25K ﹤0.01% 1226
2017
Q4
$9K Buy
101
+45
+80% +$4.01K ﹤0.01% 957
2017
Q3
$5K Buy
+56
New +$5K ﹤0.01% 1019