Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.2K Buy
183
+7
+4% +$3.34K ﹤0.01% 1010
2025
Q1
$64.6K Buy
176
+29
+20% +$10.6K ﹤0.01% 1087
2024
Q4
$59.4K Sell
147
-45
-23% -$18.2K ﹤0.01% 1129
2024
Q3
$96.9K Buy
192
+95
+98% +$47.9K ﹤0.01% 920
2024
Q2
$41.7K Buy
97
+7
+8% +$3.01K ﹤0.01% 1186
2024
Q1
$34.1K Sell
90
-11
-11% -$4.17K ﹤0.01% 1265
2023
Q4
$32.7K Sell
101
-6
-6% -$1.94K ﹤0.01% 1244
2023
Q3
$33.6K Sell
107
-1
-0.9% -$314 ﹤0.01% 1181
2023
Q2
$36.8K Buy
108
+17
+19% +$5.79K ﹤0.01% 1162
2023
Q1
$27K Buy
91
+5
+6% +$1.48K ﹤0.01% 1212
2022
Q4
$25.9K Sell
86
-2
-2% -$601 ﹤0.01% 1200
2022
Q3
$23K Buy
88
+14
+19% +$3.66K ﹤0.01% 1232
2022
Q2
$21K Buy
74
+33
+80% +$9.37K ﹤0.01% 1305
2022
Q1
$12K Hold
41
﹤0.01% 1513
2021
Q4
$11K Buy
41
+9
+28% +$2.42K ﹤0.01% 1543
2021
Q3
$8K Buy
32
+6
+23% +$1.5K ﹤0.01% 1486
2021
Q2
$7K Buy
26
+13
+100% +$3.5K ﹤0.01% 1502
2021
Q1
$3K Hold
13
﹤0.01% 1512
2020
Q4
$3K Hold
13
﹤0.01% 1458
2020
Q3
$3K Hold
13
﹤0.01% 1381
2020
Q2
$3K Hold
13
﹤0.01% 1367
2020
Q1
$3K Sell
13
-302
-96% -$69.7K ﹤0.01% 1389
2019
Q4
$79K Hold
315
﹤0.01% 780
2019
Q3
$73K Sell
315
-747
-70% -$173K ﹤0.01% 733
2019
Q2
$217K Hold
1,062
﹤0.01% 493
2019
Q1
$193K Hold
1,062
﹤0.01% 520
2018
Q4
$153K Hold
1,062
﹤0.01% 557
2018
Q3
$196K Sell
1,062
-22
-2% -$4.06K ﹤0.01% 552
2018
Q2
$183K Sell
1,084
-7
-0.6% -$1.18K ﹤0.01% 562
2018
Q1
$165K Sell
1,091
-20
-2% -$3.03K ﹤0.01% 603
2017
Q4
$147K Hold
1,111
﹤0.01% 655
2017
Q3
$155K Sell
1,111
-68
-6% -$9.49K ﹤0.01% 639
2017
Q2
$147K Buy
1,179
+664
+129% +$82.8K ﹤0.01% 634
2017
Q1
$60K Hold
515
﹤0.01% 874
2016
Q4
$64K Hold
515
﹤0.01% 858
2016
Q3
$52K Hold
515
﹤0.01% 916
2016
Q2
$47K Buy
+515
New +$47K ﹤0.01% 941