Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.5K Buy
380
+51
+16% +$10.4K ﹤0.01% 1794
2025
Q1
$56.6K Sell
329
-92
-22% -$15.8K ﹤0.01% 1844
2024
Q4
$75.9K Buy
421
+25
+6% +$4.51K ﹤0.01% 1609
2024
Q3
$67.9K Buy
396
+19
+5% +$3.26K ﹤0.01% 1583
2024
Q2
$62.9K Buy
377
+19
+5% +$3.17K ﹤0.01% 1564
2024
Q1
$65.5K Sell
358
-8
-2% -$1.46K ﹤0.01% 1479
2023
Q4
$60.4K Buy
366
+36
+11% +$5.94K ﹤0.01% 1470
2023
Q3
$48.8K Sell
330
-5,149
-94% -$761K ﹤0.01% 1567
2023
Q2
$887K Buy
5,479
+5,277
+2,612% +$854K 0.04% 461
2023
Q1
$15K Sell
202
-503
-71% -$37.3K ﹤0.01% 2136
2022
Q4
$56K Buy
705
+46
+7% +$3.65K ﹤0.01% 2152
2022
Q3
$68K Buy
659
+189
+40% +$19.5K ﹤0.01% 2137
2022
Q2
$53K Hold
470
﹤0.01% 2119
2022
Q1
$53K Buy
470
+296
+170% +$33.4K ﹤0.01% 2119
2021
Q4
$27K Buy
174
+13
+8% +$2.02K ﹤0.01% 1776
2021
Q3
$21K Buy
161
+2
+1% +$261 ﹤0.01% 1899
2021
Q2
$21K Buy
159
+2
+1% +$264 ﹤0.01% 1897
2021
Q1
$21K Buy
157
+4
+3% +$535 ﹤0.01% 1819
2020
Q4
$19K Hold
153
﹤0.01% 1815
2020
Q3
$15K Buy
153
+18
+13% +$1.77K ﹤0.01% 1743
2020
Q2
$12K Sell
135
-107
-44% -$9.51K ﹤0.01% 1736
2020
Q1
$18K Sell
242
-204
-46% -$15.2K ﹤0.01% 1511
2019
Q4
$44K Sell
446
-578
-56% -$57K ﹤0.01% 1305
2019
Q3
$92K Buy
+1,024
New +$92K 0.01% 1091
2019
Q1
Sell
-441
Closed -$29K 2379
2018
Q4
$29K Buy
441
+191
+76% +$12.6K ﹤0.01% 1891
2018
Q3
$20K Sell
250
-56
-18% -$4.48K ﹤0.01% 2418
2018
Q2
$22K Buy
306
+232
+314% +$16.7K ﹤0.01% 2368
2018
Q1
$5K Hold
74
﹤0.01% 3135
2017
Q4
$5K Sell
74
-396
-84% -$26.8K ﹤0.01% 3132
2017
Q3
$31K Sell
470
-10
-2% -$660 ﹤0.01% 2284
2017
Q2
$29K Sell
480
-1
-0.2% -$60 ﹤0.01% 2314
2017
Q1
$26K Sell
481
-53
-10% -$2.87K ﹤0.01% 2300
2016
Q4
$26K Sell
534
-166
-24% -$8.08K ﹤0.01% 2262
2016
Q3
$33K Hold
700
﹤0.01% 2055
2016
Q2
$32K Buy
+700
New +$32K ﹤0.01% 2019
2016
Q1
Sell
-703
Closed -$38K 2384
2015
Q4
$38K Buy
+703
New +$38K ﹤0.01% 1763