Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.7K Buy
1,476
+1,055
+251% +$46.9K ﹤0.01% 1896
2025
Q1
$17.6K Buy
421
+327
+348% +$13.6K ﹤0.01% 2342
2024
Q4
$5.51K Buy
94
+57
+154% +$3.34K ﹤0.01% 2754
2024
Q3
$2.56K Buy
37
+8
+28% +$552 ﹤0.01% 2857
2024
Q2
$1.85K Hold
29
﹤0.01% 2829
2024
Q1
$2.72K Buy
29
+22
+314% +$2.07K ﹤0.01% 2614
2023
Q4
$479 Sell
7
-247
-97% -$16.9K ﹤0.01% 2879
2023
Q3
$15.9K Sell
254
-184
-42% -$11.5K ﹤0.01% 2048
2023
Q2
$32.4K Buy
438
+177
+68% +$13.1K ﹤0.01% 1798
2023
Q1
$7.97K Sell
261
-237
-48% -$7.24K ﹤0.01% 2384
2022
Q4
$16K Sell
498
-351
-41% -$11.3K ﹤0.01% 3055
2022
Q3
$32K Sell
849
-54
-6% -$2.04K ﹤0.01% 2713
2022
Q2
$31K Hold
903
﹤0.01% 2499
2022
Q1
$31K Buy
903
+856
+1,821% +$29.4K ﹤0.01% 2499
2021
Q4
$4K Hold
47
﹤0.01% 2511
2021
Q3
$4K Sell
47
-500
-91% -$42.6K ﹤0.01% 2559
2021
Q2
$42K Buy
547
+500
+1,064% +$38.4K ﹤0.01% 1598
2021
Q1
$3K Sell
47
-870
-95% -$55.5K ﹤0.01% 2514
2020
Q4
$51K Sell
917
-26
-3% -$1.45K ﹤0.01% 1429
2020
Q3
$37K Sell
943
-42
-4% -$1.65K ﹤0.01% 1392
2020
Q2
$39K Sell
985
-154
-14% -$6.1K ﹤0.01% 1314
2020
Q1
$46K Buy
1,139
+200
+21% +$8.08K ﹤0.01% 1152
2019
Q4
$47K Sell
939
-25
-3% -$1.25K ﹤0.01% 1276
2019
Q3
$43K Buy
+964
New +$43K ﹤0.01% 1432
2019
Q1
Sell
-1,137
Closed -$33K 2482
2018
Q4
$33K Buy
1,137
+33
+3% +$958 ﹤0.01% 1823
2018
Q3
$37K Sell
1,104
-62
-5% -$2.08K ﹤0.01% 2041
2018
Q2
$34K Sell
1,166
-215
-16% -$6.27K ﹤0.01% 2113
2018
Q1
$47K Hold
1,381
﹤0.01% 1848
2017
Q4
$47K Sell
1,381
-59
-4% -$2.01K ﹤0.01% 1844
2017
Q3
$43K Sell
1,440
-130
-8% -$3.88K ﹤0.01% 2057
2017
Q2
$45K Buy
1,570
+1,169
+292% +$33.5K ﹤0.01% 2014
2017
Q1
$9K Sell
401
-28
-7% -$628 ﹤0.01% 2936
2016
Q4
$9K Sell
429
-24
-5% -$503 ﹤0.01% 2933
2016
Q3
$10K Buy
453
+162
+56% +$3.58K ﹤0.01% 2805
2016
Q2
$7K Buy
+291
New +$7K ﹤0.01% 2914
2016
Q1
Sell
-54
Closed -$1K 2479
2015
Q4
$1K Buy
+54
New +$1K ﹤0.01% 3465