Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.6K Sell
291
-18
-6% -$3.07K ﹤0.01% 2057
2025
Q1
$18.3K Hold
309
﹤0.01% 2322
2024
Q4
$20K Buy
309
+223
+259% +$14.4K ﹤0.01% 2247
2024
Q3
$4.69K Sell
86
-75
-47% -$4.09K ﹤0.01% 2687
2024
Q2
$8.29K Buy
161
+24
+18% +$1.24K ﹤0.01% 2407
2024
Q1
$6.79K Buy
137
+14
+11% +$694 ﹤0.01% 2371
2023
Q4
$6.2K Hold
123
﹤0.01% 2351
2023
Q3
$5.93K Hold
123
﹤0.01% 2446
2023
Q2
$6.21K Buy
+123
New +$6.21K ﹤0.01% 2467
2023
Q1
Sell
-178
Closed -$20K 3427
2022
Q4
$20K Sell
178
-253
-59% -$28.4K ﹤0.01% 2867
2022
Q3
$29K Buy
431
+181
+72% +$12.2K ﹤0.01% 2786
2022
Q2
$23K Hold
250
﹤0.01% 2712
2022
Q1
$23K Buy
+250
New +$23K ﹤0.01% 2712
2021
Q3
Hold
0
3406
2021
Q2
Hold
0
3118
2021
Q1
Hold
0
3048
2020
Q4
Hold
0
2976
2020
Q3
Hold
0
2871
2020
Q2
Sell
-131
Closed -$3K 2755
2020
Q1
$3K Buy
131
+52
+66% +$1.19K ﹤0.01% 2189
2019
Q4
$3K Sell
79
-307
-80% -$11.7K ﹤0.01% 2334
2019
Q3
$16K Buy
+386
New +$16K ﹤0.01% 1851
2019
Q1
$84K Sell
1,908
-1,282
-40% -$56.4K 0.01% 749
2018
Q4
$115K Sell
3,190
-291
-8% -$10.5K 0.01% 1114
2018
Q3
$156K Buy
3,481
+14
+0.4% +$627 0.01% 1214
2018
Q2
$149K Buy
3,467
+3,058
+748% +$131K 0.01% 1234
2018
Q1
$16K Hold
409
﹤0.01% 2512
2017
Q4
$16K Sell
409
-20
-5% -$782 ﹤0.01% 2510
2017
Q3
$17K Buy
429
+409
+2,045% +$16.2K ﹤0.01% 2659
2017
Q2
$1K Sell
20
-100
-83% -$5K ﹤0.01% 3818
2017
Q1
$5K Buy
120
+20
+20% +$833 ﹤0.01% 3228
2016
Q4
$5K Sell
100
-122
-55% -$6.1K ﹤0.01% 3242
2016
Q3
$9K Buy
222
+58
+35% +$2.35K ﹤0.01% 2866
2016
Q2
$7K Sell
164
-1,744
-91% -$74.4K ﹤0.01% 2912
2016
Q1
$84K Buy
1,908
+1,744
+1,063% +$76.8K 0.01% 749
2015
Q4
$7K Buy
+164
New +$7K ﹤0.01% 2732