Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.91K Buy
67
+25
+60% +$2.58K ﹤0.01% 1897
2025
Q1
$3.89K Sell
42
-26
-38% -$2.41K ﹤0.01% 2051
2024
Q4
$6.36K Buy
68
+45
+196% +$4.21K ﹤0.01% 1919
2024
Q3
$2.25K Sell
23
-58
-72% -$5.68K ﹤0.01% 2214
2024
Q2
$7.93K Buy
81
+80
+8,000% +$7.83K ﹤0.01% 1770
2024
Q1
$123 Sell
1
-334
-100% -$41.1K ﹤0.01% 2479
2023
Q4
$40.7K Sell
335
-50
-13% -$6.07K ﹤0.01% 1155
2023
Q3
$45.5K Buy
385
+2
+0.5% +$237 ﹤0.01% 1069
2023
Q2
$50.3K Buy
383
+66
+21% +$8.67K ﹤0.01% 1048
2023
Q1
$42.9K Buy
317
+16
+5% +$2.16K ﹤0.01% 1059
2022
Q4
$41.7K Sell
301
-52
-15% -$7.21K ﹤0.01% 1056
2022
Q3
$34K Buy
353
+43
+14% +$4.14K ﹤0.01% 1100
2022
Q2
$31K Buy
310
+202
+187% +$20.2K ﹤0.01% 1162
2022
Q1
$16K Sell
108
-14
-11% -$2.07K ﹤0.01% 1436
2021
Q4
$14K Buy
122
+22
+22% +$2.53K ﹤0.01% 1478
2021
Q3
$12K Buy
100
+63
+170% +$7.56K ﹤0.01% 1393
2021
Q2
$5K Hold
37
﹤0.01% 1550
2021
Q1
$5K Sell
37
-11
-23% -$1.49K ﹤0.01% 1441
2020
Q4
$5K Sell
48
-4
-8% -$417 ﹤0.01% 1387
2020
Q3
$4K Buy
+52
New +$4K ﹤0.01% 1342
2017
Q3
Sell
-370
Closed -$25K 1603
2017
Q2
$25K Buy
+370
New +$25K ﹤0.01% 1108
2016
Q2
Sell
-112
Closed -$5K 1489
2016
Q1
$5K Hold
112
﹤0.01% 1556
2015
Q4
$5K Hold
112
﹤0.01% 1451
2015
Q3
$5K Hold
112
﹤0.01% 1506
2015
Q2
$6K Hold
112
﹤0.01% 1560
2015
Q1
$5K Sell
112
-436
-80% -$19.5K ﹤0.01% 1566
2014
Q4
$25K Sell
548
-12,164
-96% -$555K ﹤0.01% 1293
2014
Q3
$578K Sell
12,712
-16,205
-56% -$737K 0.01% 648
2014
Q2
$1.63M Sell
28,917
-4,286
-13% -$241K 0.03% 467
2014
Q1
$1.83M Buy
33,203
+29,478
+791% +$1.63M 0.04% 455
2013
Q4
$221K Sell
3,725
-566
-13% -$33.6K 0.01% 657
2013
Q3
$259K Buy
4,291
+1,080
+34% +$65.2K 0.01% 595
2013
Q2
$161K Buy
+3,211
New +$161K 0.01% 701