Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
649
+281
+76% +$124K 0.01% 1088
2025
Q1
$116K Buy
368
+8
+2% +$2.53K ﹤0.01% 1438
2024
Q4
$121K Buy
360
+5
+1% +$1.69K ﹤0.01% 1374
2024
Q3
$113K Sell
355
-6
-2% -$1.91K ﹤0.01% 1343
2024
Q2
$116K Buy
361
+29
+9% +$9.33K ﹤0.01% 1304
2024
Q1
$115K Sell
332
-68
-17% -$23.6K 0.01% 1228
2023
Q4
$145K Buy
400
+37
+10% +$13.4K 0.01% 1110
2023
Q3
$108K Buy
363
+38
+12% +$11.3K ﹤0.01% 1217
2023
Q2
$107K Buy
325
+3
+0.9% +$991 ﹤0.01% 1287
2023
Q1
$53.4K Sell
322
-163
-34% -$27K ﹤0.01% 1540
2022
Q4
$84K Buy
485
+37
+8% +$6.41K ﹤0.01% 1858
2022
Q3
$83K Buy
448
+24
+6% +$4.45K ﹤0.01% 1987
2022
Q2
$79K Hold
424
﹤0.01% 1838
2022
Q1
$79K Buy
424
+303
+250% +$56.5K ﹤0.01% 1838
2021
Q4
$50K Buy
121
+6
+5% +$2.48K ﹤0.01% 1522
2021
Q3
$42K Buy
115
+26
+29% +$9.5K ﹤0.01% 1605
2021
Q2
$30K Buy
89
+7
+9% +$2.36K ﹤0.01% 1739
2021
Q1
$28K Buy
82
+29
+55% +$9.9K ﹤0.01% 1690
2020
Q4
$18K Buy
53
+31
+141% +$10.5K ﹤0.01% 1829
2020
Q3
$7K Hold
22
﹤0.01% 2011
2020
Q2
$5K Sell
22
-52
-70% -$11.8K ﹤0.01% 2045
2020
Q1
$17K Buy
74
+4
+6% +$919 ﹤0.01% 1545
2019
Q4
$17K Sell
70
-37
-35% -$8.99K ﹤0.01% 1672
2019
Q3
$24K Buy
+107
New +$24K ﹤0.01% 1680
2019
Q1
Sell
-246
Closed -$35K 2391
2018
Q4
$35K Sell
246
-31
-11% -$4.41K ﹤0.01% 1796
2018
Q3
$52K Sell
277
-32
-10% -$6.01K ﹤0.01% 1861
2018
Q2
$54K Buy
309
+7
+2% +$1.22K ﹤0.01% 1847
2018
Q1
$45K Hold
302
﹤0.01% 1877
2017
Q4
$45K Sell
302
-57
-16% -$8.49K ﹤0.01% 1873
2017
Q3
$44K Sell
359
-57
-14% -$6.99K ﹤0.01% 2046
2017
Q2
$51K Buy
416
+24
+6% +$2.94K ﹤0.01% 1939
2017
Q1
$42K Sell
392
-24
-6% -$2.57K ﹤0.01% 2010
2016
Q4
$38K Sell
416
-60
-13% -$5.48K ﹤0.01% 2020
2016
Q3
$44K Buy
476
+57
+14% +$5.27K ﹤0.01% 1881
2016
Q2
$38K Buy
+419
New +$38K ﹤0.01% 1925
2016
Q1
Sell
-354
Closed -$33K 2399
2015
Q4
$33K Buy
+354
New +$33K ﹤0.01% 1846