Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28
Closed -$1.38K 3794
2025
Q1
$1.38K Hold
28
﹤0.01% 3263
2024
Q4
$1.49K Sell
28
-6
-18% -$320 ﹤0.01% 3190
2024
Q3
$1.32K Sell
34
-1,536
-98% -$59.5K ﹤0.01% 3032
2024
Q2
$53.4K Buy
1,570
+1,500
+2,143% +$51K ﹤0.01% 1650
2024
Q1
$2.28K Buy
70
+63
+900% +$2.05K ﹤0.01% 2663
2023
Q4
$197 Buy
+7
New +$197 ﹤0.01% 2940
2023
Q1
Sell
-590
Closed -$16K 3407
2022
Q4
$16K Hold
590
﹤0.01% 3052
2022
Q3
$17K Buy
590
+540
+1,080% +$15.6K ﹤0.01% 3224
2022
Q2
$1K Hold
50
﹤0.01% 4271
2022
Q1
$1K Sell
50
-89
-64% -$1.78K ﹤0.01% 4271
2021
Q4
$4K Buy
+139
New +$4K ﹤0.01% 2503
2021
Q3
Hold
0
3379
2021
Q2
Hold
0
3086
2021
Q1
Sell
-144
Closed -$4K 3021
2020
Q4
$4K Sell
144
-76
-35% -$2.11K ﹤0.01% 2374
2020
Q3
$4K Buy
220
+12
+6% +$218 ﹤0.01% 2227
2020
Q2
$4K Sell
208
-54
-21% -$1.04K ﹤0.01% 2131
2020
Q1
$4K Sell
262
-11
-4% -$168 ﹤0.01% 2091
2019
Q4
$8K Hold
273
﹤0.01% 1995
2019
Q3
$8K Buy
+273
New +$8K ﹤0.01% 2151
2019
Q1
Sell
-688
Closed -$14K 2406
2018
Q4
$14K Sell
688
-2,635
-79% -$53.6K ﹤0.01% 2288
2018
Q3
$103K Buy
3,323
+3,017
+986% +$93.5K ﹤0.01% 1445
2018
Q2
$8K Sell
306
-651
-68% -$17K ﹤0.01% 2972
2018
Q1
$30K Hold
957
﹤0.01% 2120
2017
Q4
$30K Buy
957
+75
+9% +$2.35K ﹤0.01% 2115
2017
Q3
$26K Buy
882
+526
+148% +$15.5K ﹤0.01% 2401
2017
Q2
$11K Buy
356
+10
+3% +$309 ﹤0.01% 2905
2017
Q1
$9K Buy
346
+23
+7% +$598 ﹤0.01% 2934
2016
Q4
$8K Buy
323
+38
+13% +$941 ﹤0.01% 2988
2016
Q3
$8K Buy
285
+12
+4% +$337 ﹤0.01% 2934
2016
Q2
$7K Buy
+273
New +$7K ﹤0.01% 2909
2016
Q1
Sell
-911
Closed -$21K 2408
2015
Q4
$21K Buy
+911
New +$21K ﹤0.01% 2112