Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.1K Buy
189
+32
+20% +$3.74K ﹤0.01% 2492
2025
Q1
$16.1K Sell
157
-19
-11% -$1.94K ﹤0.01% 2383
2024
Q4
$16.9K Buy
176
+27
+18% +$2.59K ﹤0.01% 2322
2024
Q3
$14.1K Hold
149
﹤0.01% 2296
2024
Q2
$13.9K Buy
+149
New +$13.9K ﹤0.01% 2226
2023
Q4
Sell
-77
Closed -$4.83K 3041
2023
Q3
$4.83K Hold
77
﹤0.01% 2514
2023
Q2
$4.89K Buy
+77
New +$4.89K ﹤0.01% 2553
2023
Q1
Sell
-587
Closed -$45K 3368
2022
Q4
$45K Sell
587
-484
-45% -$37.1K ﹤0.01% 2307
2022
Q3
$73K Buy
1,071
+99
+10% +$6.75K ﹤0.01% 2084
2022
Q2
$68K Hold
972
﹤0.01% 1942
2022
Q1
$68K Buy
+972
New +$68K ﹤0.01% 1942
2021
Q3
Hold
0
3313
2021
Q2
Hold
0
3023
2021
Q1
Hold
0
2958
2020
Q4
Hold
0
2898
2020
Q3
Hold
0
2802
2020
Q2
Hold
0
2699
2020
Q1
Sell
-35
Closed -$2K 2705
2019
Q4
$2K Hold
35
﹤0.01% 2462
2019
Q3
$2K Buy
+35
New +$2K ﹤0.01% 2641
2019
Q1
$13K Sell
287
-193
-40% -$8.74K ﹤0.01% 1487
2018
Q4
$19K Sell
480
-601
-56% -$23.8K ﹤0.01% 2130
2018
Q3
$62K Sell
1,081
-70
-6% -$4.02K ﹤0.01% 1761
2018
Q2
$62K Sell
1,151
-474
-29% -$25.5K ﹤0.01% 1764
2018
Q1
$85K Hold
1,625
﹤0.01% 1476
2017
Q4
$85K Sell
1,625
-74
-4% -$3.87K ﹤0.01% 1474
2017
Q3
$87K Sell
1,699
-18
-1% -$922 ﹤0.01% 1624
2017
Q2
$80K Sell
1,717
-68
-4% -$3.17K ﹤0.01% 1645
2017
Q1
$82K Sell
1,785
-99
-5% -$4.55K ﹤0.01% 1619
2016
Q4
$78K Hold
1,884
﹤0.01% 1595
2016
Q3
$73K Buy
1,884
+18
+1% +$697 ﹤0.01% 1559
2016
Q2
$63K Buy
1,866
+1,579
+550% +$53.3K ﹤0.01% 1622
2016
Q1
$13K Sell
287
-666
-70% -$30.2K ﹤0.01% 1487
2015
Q4
$41K Buy
+953
New +$41K ﹤0.01% 1719