Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.9K Sell
506
-139
-22% -$19.8K ﹤0.01% 1841
2025
Q1
$39K Buy
645
+25
+4% +$1.51K ﹤0.01% 2009
2024
Q4
$56.8K Buy
620
+11
+2% +$1.01K ﹤0.01% 1772
2024
Q3
$37.5K Sell
609
-21
-3% -$1.29K ﹤0.01% 1860
2024
Q2
$30.4K Hold
630
﹤0.01% 1890
2024
Q1
$31.2K Buy
630
+218
+53% +$10.8K ﹤0.01% 1769
2023
Q4
$18.5K Hold
412
﹤0.01% 1950
2023
Q3
$19.5K Hold
412
﹤0.01% 1965
2023
Q2
$17.5K Hold
412
﹤0.01% 2077
2023
Q1
$9.65K Sell
412
-1,924
-82% -$45K ﹤0.01% 2306
2022
Q4
$60K Sell
2,336
-2,474
-51% -$63.5K ﹤0.01% 2111
2022
Q3
$227K Buy
4,810
+321
+7% +$15.1K 0.01% 1339
2022
Q2
$219K Hold
4,489
0.01% 1230
2022
Q1
$219K Buy
4,489
+568
+14% +$27.7K 0.01% 1230
2021
Q4
$305K Buy
3,921
+3,794
+2,987% +$295K 0.01% 767
2021
Q3
$7K Buy
127
+3
+2% +$165 ﹤0.01% 2348
2021
Q2
$7K Hold
124
﹤0.01% 2324
2021
Q1
$7K Sell
124
-898
-88% -$50.7K ﹤0.01% 2249
2020
Q4
$53K Buy
1,022
+873
+586% +$45.3K ﹤0.01% 1412
2020
Q3
$5K Sell
149
-429
-74% -$14.4K ﹤0.01% 2146
2020
Q2
$31K Buy
578
+2
+0.3% +$107 ﹤0.01% 1410
2020
Q1
$24K Hold
576
﹤0.01% 1405
2019
Q4
$25K Sell
576
-857
-60% -$37.2K ﹤0.01% 1524
2019
Q3
$55K Buy
+1,433
New +$55K ﹤0.01% 1322
2019
Q1
$16K Sell
430
-3,542
-89% -$132K ﹤0.01% 1422
2018
Q4
$131K Buy
3,972
+1,820
+85% +$60K 0.01% 1051
2018
Q3
$67K Buy
2,152
+1,250
+139% +$38.9K ﹤0.01% 1716
2018
Q2
$24K Buy
902
+115
+15% +$3.06K ﹤0.01% 2322
2018
Q1
$16K Hold
787
﹤0.01% 2516
2017
Q4
$16K Sell
787
-1,457
-65% -$29.6K ﹤0.01% 2514
2017
Q3
$49K Buy
2,244
+40
+2% +$873 ﹤0.01% 1985
2017
Q2
$55K Sell
2,204
-403
-15% -$10.1K ﹤0.01% 1884
2017
Q1
$62K Sell
2,607
-1,579
-38% -$37.6K ﹤0.01% 1785
2016
Q4
$102K Buy
4,186
+2,189
+110% +$53.3K ﹤0.01% 1431
2016
Q3
$44K Buy
1,997
+82
+4% +$1.81K ﹤0.01% 1882
2016
Q2
$36K Buy
1,915
+1,485
+345% +$27.9K ﹤0.01% 1956
2016
Q1
$16K Sell
430
-3,439
-89% -$128K ﹤0.01% 1422
2015
Q4
$80K Buy
+3,869
New +$80K 0.01% 1303