Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.6K Buy
569
+553
+3,456% +$38.4K ﹤0.01% 2171
2025
Q1
$1.07K Sell
16
-1,012
-98% -$67.8K ﹤0.01% 3318
2024
Q4
$66.6K Sell
1,028
-21
-2% -$1.36K ﹤0.01% 1683
2024
Q3
$67.3K Sell
1,049
-1,098
-51% -$70.4K ﹤0.01% 1589
2024
Q2
$134K Buy
2,147
+80
+4% +$4.99K 0.01% 1232
2024
Q1
$123K Buy
2,067
+1,229
+147% +$73.3K 0.01% 1202
2023
Q4
$51.3K Buy
838
+751
+863% +$45.9K ﹤0.01% 1534
2023
Q3
$4.63K Buy
87
+23
+36% +$1.22K ﹤0.01% 2537
2023
Q2
$3.73K Buy
64
+34
+113% +$1.98K ﹤0.01% 2645
2023
Q1
$2.3K Buy
30
+17
+131% +$1.3K ﹤0.01% 2854
2022
Q4
$1K Hold
13
﹤0.01% 4275
2022
Q3
$1K Hold
13
﹤0.01% 4491
2022
Q2
$1K Hold
13
﹤0.01% 4269
2022
Q1
$1K Buy
13
+1
+8% +$77 ﹤0.01% 4269
2021
Q4
$1K Hold
12
﹤0.01% 2880
2021
Q3
$1K Hold
12
﹤0.01% 2903
2021
Q2
$1K Hold
12
﹤0.01% 2822
2021
Q1
$1K Hold
12
﹤0.01% 2744
2020
Q4
$1K Hold
12
﹤0.01% 2692
2020
Q3
$1K Sell
12
-20
-63% -$1.67K ﹤0.01% 2564
2020
Q2
$2K Sell
32
-41
-56% -$2.56K ﹤0.01% 2326
2020
Q1
$5K Hold
73
﹤0.01% 2009
2019
Q4
$6K Buy
73
+1
+1% +$82 ﹤0.01% 2094
2019
Q3
$6K Buy
+72
New +$6K ﹤0.01% 2255
2019
Q1
Sell
-1,705
Closed -$129K 2370
2018
Q4
$129K Sell
1,705
-92
-5% -$6.96K 0.01% 1061
2018
Q3
$135K Hold
1,797
0.01% 1293
2018
Q2
$139K Buy
1,797
+1,670
+1,315% +$129K 0.01% 1281
2018
Q1
$9K Hold
127
﹤0.01% 2826
2017
Q4
$9K Sell
127
-8,147
-98% -$577K ﹤0.01% 2823
2017
Q3
$639K Buy
8,274
+11
+0.1% +$850 0.03% 594
2017
Q2
$592K Buy
8,263
+11
+0.1% +$788 0.03% 616
2017
Q1
$559K Buy
8,252
+12
+0.1% +$813 0.02% 624
2016
Q4
$529K Buy
8,240
+13
+0.2% +$835 0.03% 593
2016
Q3
$491K Buy
8,227
+105
+1% +$6.27K 0.03% 567
2016
Q2
$525K Buy
+8,122
New +$525K 0.03% 527
2016
Q1
Sell
-8,567
Closed -$435K 2375
2015
Q4
$435K Buy
+8,567
New +$435K 0.03% 533