Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.7K Buy
1,180
+340
+40% +$8.55K ﹤0.01% 2324
2025
Q1
$22.2K Buy
840
+110
+15% +$2.91K ﹤0.01% 2251
2024
Q4
$17.3K Buy
730
+23
+3% +$545 ﹤0.01% 2310
2024
Q3
$17.9K Sell
707
-259
-27% -$6.56K ﹤0.01% 2188
2024
Q2
$27.6K Sell
966
-384
-28% -$11K ﹤0.01% 1929
2024
Q1
$36.5K Buy
1,350
+816
+153% +$22.1K ﹤0.01% 1705
2023
Q4
$16.9K Buy
534
+5
+0.9% +$158 ﹤0.01% 1982
2023
Q3
$17.4K Buy
529
+107
+25% +$3.51K ﹤0.01% 2006
2023
Q2
$12.3K Sell
422
-251
-37% -$7.34K ﹤0.01% 2218
2023
Q1
$17.7K Sell
673
-677
-50% -$17.8K ﹤0.01% 2063
2022
Q4
$51K Sell
1,350
-21
-2% -$793 ﹤0.01% 2230
2022
Q3
$51K Buy
1,371
+780
+132% +$29K ﹤0.01% 2352
2022
Q2
$31K Hold
591
﹤0.01% 2504
2022
Q1
$31K Buy
591
+566
+2,264% +$29.7K ﹤0.01% 2504
2021
Q4
$1K Buy
+25
New +$1K ﹤0.01% 2938
2021
Q3
Hold
0
3695
2021
Q2
Hold
0
3433
2021
Q1
Sell
-307
Closed -$5K 3346
2020
Q4
$5K Hold
307
﹤0.01% 2302
2020
Q3
$4K Buy
307
+84
+38% +$1.09K ﹤0.01% 2244
2020
Q2
$4K Buy
223
+80
+56% +$1.44K ﹤0.01% 2141
2020
Q1
$2K Sell
143
-25
-15% -$350 ﹤0.01% 2312
2019
Q4
$2K Sell
168
-1,200
-88% -$14.3K ﹤0.01% 2490
2019
Q3
$25K Buy
+1,368
New +$25K ﹤0.01% 1664
2019
Q1
$4K Sell
161
-1,753
-92% -$43.6K ﹤0.01% 1922
2018
Q4
$40K Sell
1,914
-659
-26% -$13.8K ﹤0.01% 1718
2018
Q3
$73K Buy
2,573
+516
+25% +$14.6K ﹤0.01% 1665
2018
Q2
$54K Buy
2,057
+1,556
+311% +$40.8K ﹤0.01% 1850
2018
Q1
$11K Hold
501
﹤0.01% 2724
2017
Q4
$11K Sell
501
-650
-56% -$14.3K ﹤0.01% 2720
2017
Q3
$23K Sell
1,151
-398
-26% -$7.95K ﹤0.01% 2480
2017
Q2
$26K Sell
1,549
-280
-15% -$4.7K ﹤0.01% 2396
2017
Q1
$31K Sell
1,829
-53
-3% -$898 ﹤0.01% 2194
2016
Q4
$34K Buy
1,882
+154
+9% +$2.78K ﹤0.01% 2086
2016
Q3
$29K Buy
1,728
+289
+20% +$4.85K ﹤0.01% 2149
2016
Q2
$25K Buy
1,439
+1,278
+794% +$22.2K ﹤0.01% 2183
2016
Q1
$4K Sell
161
-409
-72% -$10.2K ﹤0.01% 1922
2015
Q4
$8K Buy
+570
New +$8K ﹤0.01% 2670