Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.4K Buy
1,296
+802
+162% +$54.7K ﹤0.01% 1705
2025
Q1
$29.4K Buy
494
+136
+38% +$8.09K ﹤0.01% 2128
2024
Q4
$21.7K Buy
358
+150
+72% +$9.07K ﹤0.01% 2213
2024
Q3
$15K Sell
208
-56
-21% -$4.03K ﹤0.01% 2269
2024
Q2
$18.6K Buy
264
+51
+24% +$3.59K ﹤0.01% 2120
2024
Q1
$16.9K Sell
213
-136
-39% -$10.8K ﹤0.01% 2054
2023
Q4
$31.3K Buy
349
+2
+0.6% +$179 ﹤0.01% 1738
2023
Q3
$34.2K Sell
347
-25
-7% -$2.47K ﹤0.01% 1720
2023
Q2
$38K Buy
372
+41
+12% +$4.19K ﹤0.01% 1722
2023
Q1
$32.8K Sell
331
-418
-56% -$41.4K ﹤0.01% 1784
2022
Q4
$76K Sell
749
-2,119
-74% -$215K ﹤0.01% 1935
2022
Q3
$299K Buy
2,868
+90
+3% +$9.38K 0.01% 1199
2022
Q2
$290K Hold
2,778
0.01% 1093
2022
Q1
$290K Buy
2,778
+970
+54% +$101K 0.01% 1093
2021
Q4
$295K Buy
1,808
+14
+0.8% +$2.28K 0.01% 777
2021
Q3
$265K Buy
1,794
+338
+23% +$49.9K 0.01% 791
2021
Q2
$231K Sell
1,456
-242
-14% -$38.4K ﹤0.01% 838
2021
Q1
$228K Buy
1,698
+23
+1% +$3.09K ﹤0.01% 775
2020
Q4
$212K Buy
1,675
+796
+91% +$101K 0.01% 776
2020
Q3
$79K Sell
879
-41
-4% -$3.69K ﹤0.01% 1098
2020
Q2
$65K Sell
920
-49
-5% -$3.46K 0.01% 1091
2020
Q1
$56K Buy
969
+138
+17% +$7.98K 0.01% 1059
2019
Q4
$79K Buy
831
+78
+10% +$7.42K 0.01% 1056
2019
Q3
$64K Buy
+753
New +$64K ﹤0.01% 1254
2019
Q1
$8K Sell
100
-1,944
-95% -$156K ﹤0.01% 1696
2018
Q4
$125K Sell
2,044
-347
-15% -$21.2K 0.01% 1075
2018
Q3
$201K Buy
2,391
+946
+65% +$79.5K 0.01% 1070
2018
Q2
$132K Sell
1,445
-460
-24% -$42K 0.01% 1312
2018
Q1
$162K Hold
1,905
0.01% 1090
2017
Q4
$162K Buy
1,905
+43
+2% +$3.66K 0.01% 1090
2017
Q3
$183K Sell
1,862
-203
-10% -$20K 0.01% 1186
2017
Q2
$181K Buy
2,065
+637
+45% +$55.8K 0.01% 1177
2017
Q1
$115K Sell
1,428
-21
-1% -$1.69K 0.01% 1404
2016
Q4
$98K Buy
1,449
+37
+3% +$2.5K ﹤0.01% 1461
2016
Q3
$101K Buy
1,412
+75
+6% +$5.37K 0.01% 1347
2016
Q2
$84K Buy
1,337
+1,237
+1,237% +$77.7K ﹤0.01% 1430
2016
Q1
$8K Sell
100
-245
-71% -$19.6K ﹤0.01% 1696
2015
Q4
$30K Buy
+345
New +$30K ﹤0.01% 1898