Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.5K Sell
430
-168
-28% -$33.4K ﹤0.01% 1725
2025
Q1
$63.1K Sell
598
-38
-6% -$4.01K ﹤0.01% 1773
2024
Q4
$67.3K Sell
636
-412
-39% -$43.6K ﹤0.01% 1678
2024
Q3
$103K Buy
1,048
+310
+42% +$30.3K ﹤0.01% 1390
2024
Q2
$72.2K Buy
738
+544
+280% +$53.2K ﹤0.01% 1501
2024
Q1
$23.9K Buy
194
+12
+7% +$1.48K ﹤0.01% 1887
2023
Q4
$22.1K Buy
182
+100
+122% +$12.2K ﹤0.01% 1865
2023
Q3
$9.7K Sell
82
-170
-67% -$20.1K ﹤0.01% 2265
2023
Q2
$33.1K Sell
252
-15
-6% -$1.97K ﹤0.01% 1786
2023
Q1
$17.1K Sell
267
-451
-63% -$29K ﹤0.01% 2082
2022
Q4
$51K Sell
718
-106
-13% -$7.53K ﹤0.01% 2229
2022
Q3
$58K Buy
824
+37
+5% +$2.6K ﹤0.01% 2255
2022
Q2
$55K Hold
787
﹤0.01% 2095
2022
Q1
$55K Buy
+787
New +$55K ﹤0.01% 2095
2021
Q4
Sell
-15
Closed -$2K 3322
2021
Q3
$2K Buy
15
+6
+67% +$800 ﹤0.01% 2746
2021
Q2
$1K Buy
+9
New +$1K ﹤0.01% 2821
2021
Q1
Hold
0
2963
2020
Q4
Hold
0
2901
2020
Q3
Hold
0
2805
2020
Q2
Sell
-131
Closed -$6K 2701
2020
Q1
$6K Buy
131
+2
+2% +$92 ﹤0.01% 1952
2019
Q4
$9K Sell
129
-123
-49% -$8.58K ﹤0.01% 1949
2019
Q3
$18K Buy
+252
New +$18K ﹤0.01% 1799
2019
Q1
Sell
-102
Closed -$6K 2361
2018
Q4
$6K Buy
102
+50
+96% +$2.94K ﹤0.01% 2692
2018
Q3
$3K Hold
52
﹤0.01% 3336
2018
Q2
$3K Sell
52
-680
-93% -$39.2K ﹤0.01% 3395
2018
Q1
$52K Hold
732
﹤0.01% 1783
2017
Q4
$52K Sell
732
-121
-14% -$8.6K ﹤0.01% 1779
2017
Q3
$63K Sell
853
-293
-26% -$21.6K ﹤0.01% 1831
2017
Q2
$77K Sell
1,146
-20
-2% -$1.34K ﹤0.01% 1668
2017
Q1
$70K Buy
1,166
+666
+133% +$40K ﹤0.01% 1710
2016
Q4
$29K Buy
500
+398
+390% +$23.1K ﹤0.01% 2202
2016
Q3
$5K Sell
102
-92
-47% -$4.51K ﹤0.01% 3184
2016
Q2
$9K Buy
+194
New +$9K ﹤0.01% 2768
2016
Q1
Sell
-833
Closed -$38K 2361
2015
Q4
$38K Buy
+833
New +$38K ﹤0.01% 1762