Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.5K Sell
321
-2
-0.6% -$109 ﹤0.01% 1619
2025
Q1
$18.8K Sell
323
-243
-43% -$14.1K ﹤0.01% 1542
2024
Q4
$39.1K Buy
566
+393
+227% +$27.1K ﹤0.01% 1312
2024
Q3
$11.5K Sell
173
-85
-33% -$5.66K ﹤0.01% 1712
2024
Q2
$19.1K Buy
258
+79
+44% +$5.86K ﹤0.01% 1470
2024
Q1
$17.9K Buy
179
+28
+19% +$2.79K ﹤0.01% 1496
2023
Q4
$12.5K Buy
151
+10
+7% +$828 ﹤0.01% 1576
2023
Q3
$8.69K Buy
141
+16
+13% +$986 ﹤0.01% 1608
2023
Q2
$8.2K Buy
125
+124
+12,400% +$8.13K ﹤0.01% 1629
2023
Q1
$49 Hold
1
﹤0.01% 2497
2022
Q4
$42 Sell
1
-164
-99% -$6.89K ﹤0.01% 2446
2022
Q3
$7K Buy
165
+164
+16,400% +$6.96K ﹤0.01% 1642
2022
Q2
$0 Sell
1
-35
-97% ﹤0.01% 2561
2022
Q1
$2K Buy
36
+35
+3,500% +$1.94K ﹤0.01% 1927
2021
Q4
$0 Buy
+1
New ﹤0.01% 2417
2019
Q1
Sell
-1,932
Closed -$57K 1903
2018
Q4
$57K Hold
1,932
﹤0.01% 808
2018
Q3
$74K Sell
1,932
-76
-4% -$2.91K ﹤0.01% 814
2018
Q2
$63K Sell
2,008
-24
-1% -$753 ﹤0.01% 861
2018
Q1
$55K Sell
2,032
-72
-3% -$1.95K ﹤0.01% 934
2017
Q4
$57K Sell
2,104
-1,316
-38% -$35.7K ﹤0.01% 942
2017
Q3
$77K Sell
3,420
-388
-10% -$8.74K ﹤0.01% 854
2017
Q2
$64K Hold
3,808
﹤0.01% 879
2017
Q1
$66K Hold
3,808
﹤0.01% 847
2016
Q4
$61K Hold
3,808
﹤0.01% 872
2016
Q3
$56K Sell
3,808
-2,264
-37% -$33.3K ﹤0.01% 891
2016
Q2
$68K Buy
6,072
+2,456
+68% +$27.5K ﹤0.01% 838
2016
Q1
$49K Buy
+3,616
New +$49K ﹤0.01% 1108
2015
Q4
Sell
-2,288
Closed -$19K 1714
2015
Q3
$19K Sell
2,288
-972
-30% -$8.07K ﹤0.01% 1283
2015
Q2
$40K Sell
3,260
-356
-10% -$4.37K ﹤0.01% 1175
2015
Q1
$49K Hold
3,616
﹤0.01% 1114
2014
Q4
$38K Buy
+3,616
New +$38K ﹤0.01% 1189
2014
Q1
Sell
-6,016
Closed -$60K 1594
2013
Q4
$60K Buy
6,016
+480
+9% +$4.79K ﹤0.01% 1041
2013
Q3
$34K Buy
5,536
+328
+6% +$2.01K ﹤0.01% 1179
2013
Q2
$31K Buy
+5,208
New +$31K ﹤0.01% 1182