Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.2K Hold
200
﹤0.01% 2628
2025
Q1
$18.4K Buy
200
+101
+102% +$9.3K ﹤0.01% 2317
2024
Q4
$8.35K Sell
99
-45
-31% -$3.79K ﹤0.01% 2599
2024
Q3
$15.2K Buy
144
+3
+2% +$316 ﹤0.01% 2263
2024
Q2
$12.2K Buy
141
+26
+23% +$2.25K ﹤0.01% 2274
2024
Q1
$12.1K Buy
115
+6
+6% +$632 ﹤0.01% 2167
2023
Q4
$13K Hold
109
﹤0.01% 2085
2023
Q3
$14.6K Buy
109
+19
+21% +$2.55K ﹤0.01% 2094
2023
Q2
$12.3K Hold
90
﹤0.01% 2221
2023
Q1
$14.3K Sell
90
-1,424
-94% -$227K ﹤0.01% 2151
2022
Q4
$296K Buy
1,514
+291
+24% +$56.9K 0.01% 1150
2022
Q3
$250K Buy
1,223
+851
+229% +$174K 0.01% 1285
2022
Q2
$61K Hold
372
﹤0.01% 2006
2022
Q1
$61K Buy
372
+238
+178% +$39K ﹤0.01% 2006
2021
Q4
$20K Sell
134
-24
-15% -$3.58K ﹤0.01% 1906
2021
Q3
$25K Hold
158
﹤0.01% 1829
2021
Q2
$32K Sell
158
-95
-38% -$19.2K ﹤0.01% 1715
2021
Q1
$55K Sell
253
-5
-2% -$1.09K ﹤0.01% 1425
2020
Q4
$56K Buy
258
+10
+4% +$2.17K ﹤0.01% 1390
2020
Q3
$32K Sell
248
-26
-9% -$3.36K ﹤0.01% 1443
2020
Q2
$33K Sell
274
-154
-36% -$18.5K ﹤0.01% 1376
2020
Q1
$43K Buy
428
+58
+16% +$5.83K ﹤0.01% 1184
2019
Q4
$48K Buy
370
+49
+15% +$6.36K ﹤0.01% 1267
2019
Q3
$33K Buy
+321
New +$33K ﹤0.01% 1545
2019
Q1
$108K Sell
655
-1,053
-62% -$174K 0.01% 660
2018
Q4
$277K Sell
1,708
-713
-29% -$116K 0.02% 743
2018
Q3
$554K Buy
2,421
+285
+13% +$65.2K 0.02% 629
2018
Q2
$519K Buy
2,136
+997
+88% +$242K 0.02% 644
2018
Q1
$267K Hold
1,139
0.01% 870
2017
Q4
$267K Sell
1,139
-283
-20% -$66.3K 0.01% 869
2017
Q3
$352K Sell
1,422
-127
-8% -$31.4K 0.01% 848
2017
Q2
$277K Sell
1,549
-47
-3% -$8.41K 0.01% 943
2017
Q1
$275K Buy
1,596
+9
+0.6% +$1.55K 0.01% 942
2016
Q4
$261K Sell
1,587
-82
-5% -$13.5K 0.01% 917
2016
Q3
$304K Sell
1,669
-344
-17% -$62.7K 0.02% 803
2016
Q2
$332K Buy
2,013
+1,358
+207% +$224K 0.02% 734
2016
Q1
$108K Sell
655
-788
-55% -$130K 0.01% 660
2015
Q4
$273K Buy
+1,443
New +$273K 0.02% 707