Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.8K Buy
581
+158
+37% +$5.12K ﹤0.01% 2582
2025
Q1
$13.1K Buy
423
+11
+3% +$340 ﹤0.01% 2481
2024
Q4
$11.3K Sell
412
-48
-10% -$1.31K ﹤0.01% 2487
2024
Q3
$13.9K Hold
460
﹤0.01% 2300
2024
Q2
$14.2K Buy
460
+53
+13% +$1.63K ﹤0.01% 2213
2024
Q1
$12.9K Buy
407
+22
+6% +$698 ﹤0.01% 2149
2023
Q4
$13.1K Sell
385
-60
-13% -$2.04K ﹤0.01% 2083
2023
Q3
$14.2K Buy
445
+60
+16% +$1.92K ﹤0.01% 2109
2023
Q2
$11.1K Hold
385
﹤0.01% 2266
2023
Q1
$17.4K Sell
385
-876
-69% -$39.6K ﹤0.01% 2070
2022
Q4
$61K Buy
1,261
+25
+2% +$1.21K ﹤0.01% 2094
2022
Q3
$59K Buy
1,236
+334
+37% +$15.9K ﹤0.01% 2246
2022
Q2
$43K Hold
902
﹤0.01% 2265
2022
Q1
$43K Buy
902
+840
+1,355% +$40K ﹤0.01% 2265
2021
Q4
$2K Buy
+62
New +$2K ﹤0.01% 2720
2021
Q3
Hold
0
3645
2021
Q2
Hold
0
3379
2021
Q1
Hold
0
3292
2020
Q4
Hold
0
3201
2020
Q3
Hold
0
3064
2020
Q2
Hold
0
2943
2020
Q1
Hold
0
2942
2019
Q4
Sell
-137
Closed -$4K 3020
2019
Q3
$4K Buy
+137
New +$4K ﹤0.01% 2408
2019
Q1
Sell
-516
Closed -$16K 2607
2018
Q4
$16K Buy
516
+138
+37% +$4.28K ﹤0.01% 2207
2018
Q3
$14K Sell
378
-143
-27% -$5.3K ﹤0.01% 2618
2018
Q2
$19K Buy
521
+86
+20% +$3.14K ﹤0.01% 2459
2018
Q1
$14K Hold
435
﹤0.01% 2589
2017
Q4
$14K Hold
435
﹤0.01% 2586
2017
Q3
$14K Sell
435
-180
-29% -$5.79K ﹤0.01% 2784
2017
Q2
$18K Buy
615
+180
+41% +$5.27K ﹤0.01% 2616
2017
Q1
$14K Sell
435
-34
-7% -$1.09K ﹤0.01% 2683
2016
Q4
$15K Buy
469
+269
+135% +$8.6K ﹤0.01% 2631
2016
Q3
$6K Hold
200
﹤0.01% 3111
2016
Q2
$6K Buy
+200
New +$6K ﹤0.01% 3005
2016
Q1
Sell
-355
Closed -$11K 2622
2015
Q4
$11K Buy
+355
New +$11K ﹤0.01% 2503