Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.6K Buy
3,988
+1,620
+68% +$31.5K ﹤0.01% 1792
2025
Q1
$30.8K Buy
2,368
+50
+2% +$651 ﹤0.01% 2100
2024
Q4
$40.5K Buy
2,318
+2,285
+6,924% +$39.9K ﹤0.01% 1925
2024
Q3
$745 Sell
33
-90
-73% -$2.03K ﹤0.01% 3110
2024
Q2
$3.04K Buy
123
+90
+273% +$2.22K ﹤0.01% 2721
2024
Q1
$1.09K Hold
33
﹤0.01% 2849
2023
Q4
$1.2K Sell
33
-131
-80% -$4.76K ﹤0.01% 2787
2023
Q3
$6.02K Buy
+164
New +$6.02K ﹤0.01% 2440
2023
Q1
Sell
-30
Closed -$4K 3365
2022
Q4
$4K Sell
30
-342
-92% -$45.6K ﹤0.01% 3845
2022
Q3
$25K Hold
372
﹤0.01% 2885
2022
Q2
$25K Hold
372
﹤0.01% 2655
2022
Q1
$25K Buy
372
+272
+272% +$18.3K ﹤0.01% 2655
2021
Q4
$5K Sell
100
-567
-85% -$28.4K ﹤0.01% 2418
2021
Q3
$28K Buy
667
+16
+2% +$672 ﹤0.01% 1780
2021
Q2
$29K Buy
651
+501
+334% +$22.3K ﹤0.01% 1758
2021
Q1
$7K Hold
150
﹤0.01% 2243
2020
Q4
$5K Sell
150
-12
-7% -$400 ﹤0.01% 2290
2020
Q3
$3K Hold
162
﹤0.01% 2311
2020
Q2
$2K Hold
162
﹤0.01% 2322
2020
Q1
$2K Sell
162
-49
-23% -$605 ﹤0.01% 2291
2019
Q4
$4K Sell
211
-116
-35% -$2.2K ﹤0.01% 2234
2019
Q3
$7K Buy
+327
New +$7K ﹤0.01% 2195
2019
Q1
$1K Sell
76
-764
-91% -$10.1K ﹤0.01% 2173
2018
Q4
$13K Sell
840
-1,163
-58% -$18K ﹤0.01% 2320
2018
Q3
$79K Buy
2,003
+1,166
+139% +$46K ﹤0.01% 1614
2018
Q2
$41K Sell
837
-78
-9% -$3.82K ﹤0.01% 2012
2018
Q1
$72K Hold
915
﹤0.01% 1576
2017
Q4
$72K Sell
915
-470
-34% -$37K ﹤0.01% 1572
2017
Q3
$116K Sell
1,385
-48
-3% -$4.02K ﹤0.01% 1460
2017
Q2
$94K Sell
1,433
-1,446
-50% -$94.9K ﹤0.01% 1546
2017
Q1
$209K Buy
2,879
+20
+0.7% +$1.45K 0.01% 1089
2016
Q4
$168K Buy
+2,859
New +$168K 0.01% 1137
2016
Q2
Sell
-76
Closed -$1K 3801
2016
Q1
$1K Buy
+76
New +$1K ﹤0.01% 2173