Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53
Closed -$4.85K 2746
2025
Q1
$4.85K Hold
53
﹤0.01% 2852
2024
Q4
$4.9K Sell
53
-48
-48% -$4.44K ﹤0.01% 2802
2024
Q3
$10.3K Hold
101
﹤0.01% 2409
2024
Q2
$10.5K Hold
101
﹤0.01% 2330
2024
Q1
$9.54K Sell
101
-47
-32% -$4.44K ﹤0.01% 2250
2023
Q4
$14.9K Buy
148
+47
+47% +$4.75K ﹤0.01% 2032
2023
Q3
$9.56K Buy
101
+54
+115% +$5.11K ﹤0.01% 2271
2023
Q2
$5.1K Hold
47
﹤0.01% 2533
2023
Q1
$3.78K Sell
47
-27
-36% -$2.17K ﹤0.01% 2679
2022
Q4
$6K Hold
74
﹤0.01% 3681
2022
Q3
$6K Hold
74
﹤0.01% 3926
2022
Q2
$6K Hold
74
﹤0.01% 3677
2022
Q1
$6K Sell
74
-93
-56% -$7.54K ﹤0.01% 3677
2021
Q4
$13K Hold
167
﹤0.01% 2078
2021
Q3
$12K Sell
167
-25
-13% -$1.8K ﹤0.01% 2140
2021
Q2
$19K Hold
192
﹤0.01% 1948
2021
Q1
$17K Sell
192
-67
-26% -$5.93K ﹤0.01% 1899
2020
Q4
$22K Hold
259
﹤0.01% 1755
2020
Q3
$17K Buy
259
+47
+22% +$3.09K ﹤0.01% 1699
2020
Q2
$14K Buy
212
+92
+77% +$6.08K ﹤0.01% 1684
2020
Q1
$6K Buy
+120
New +$6K ﹤0.01% 1966
2019
Q1
Sell
-28
Closed -$2K 2631
2018
Q4
$2K Buy
28
+8
+40% +$571 ﹤0.01% 3093
2018
Q3
$2K Hold
20
﹤0.01% 3489
2018
Q2
$1K Hold
20
﹤0.01% 3661
2018
Q1
$1K Hold
20
﹤0.01% 3622
2017
Q4
$1K Sell
20
-47
-70% -$2.35K ﹤0.01% 3622
2017
Q3
$5K Sell
67
-55
-45% -$4.1K ﹤0.01% 3339
2017
Q2
$9K Hold
122
﹤0.01% 3050
2017
Q1
$10K Buy
122
+1
+0.8% +$82 ﹤0.01% 2874
2016
Q4
$9K Hold
121
﹤0.01% 2937
2016
Q3
$8K Buy
121
+60
+98% +$3.97K ﹤0.01% 2947
2016
Q2
$4K Buy
+61
New +$4K ﹤0.01% 3221
2016
Q1
Sell
-686
Closed -$38K 2655
2015
Q4
$38K Buy
+686
New +$38K ﹤0.01% 1767