Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.1K Buy
+529
New +$27.1K ﹤0.01% 2377
2025
Q1
Sell
-4
Closed -$197 4449
2024
Q4
$197 Sell
4
-529
-99% -$26.1K ﹤0.01% 3759
2024
Q3
$25.4K Buy
533
+33
+7% +$1.57K ﹤0.01% 2049
2024
Q2
$21.8K Sell
500
-825
-62% -$35.9K ﹤0.01% 2042
2024
Q1
$56K Buy
1,325
+202
+18% +$8.54K ﹤0.01% 1542
2023
Q4
$44K Sell
1,123
-388
-26% -$15.2K ﹤0.01% 1590
2023
Q3
$55.5K Sell
1,511
-2,301
-60% -$84.4K ﹤0.01% 1510
2023
Q2
$113K Sell
3,812
-735
-16% -$21.8K ﹤0.01% 1263
2023
Q1
$223K Buy
4,547
+39
+0.9% +$1.91K 0.01% 906
2022
Q4
$219K Buy
4,508
+1,139
+34% +$55.3K 0.01% 1306
2022
Q3
$165K Buy
3,369
+1,306
+63% +$64K ﹤0.01% 1532
2022
Q2
$102K Hold
2,063
﹤0.01% 1679
2022
Q1
$102K Sell
2,063
-200
-9% -$9.89K ﹤0.01% 1679
2021
Q4
$58K Sell
2,263
-4,401
-66% -$113K ﹤0.01% 1472
2021
Q3
$109K Buy
6,664
+536
+9% +$8.77K ﹤0.01% 1211
2021
Q2
$107K Buy
6,128
+659
+12% +$11.5K ﹤0.01% 1207
2021
Q1
$125K Buy
5,469
+3,426
+168% +$78.3K ﹤0.01% 1065
2020
Q4
$32K Sell
2,043
-118
-5% -$1.85K ﹤0.01% 1611
2020
Q3
$20K Buy
2,161
+500
+30% +$4.63K ﹤0.01% 1642
2020
Q2
$20K Buy
1,661
+27
+2% +$325 ﹤0.01% 1562
2020
Q1
$12K Sell
1,634
-26
-2% -$191 ﹤0.01% 1680
2019
Q4
$30K Sell
1,660
-275
-14% -$4.97K ﹤0.01% 1454
2019
Q3
$35K Buy
+1,935
New +$35K ﹤0.01% 1516
2019
Q1
$3K Sell
69
-2,136
-97% -$92.9K ﹤0.01% 2001
2018
Q4
$70K Sell
2,205
-718
-25% -$22.8K ﹤0.01% 1390
2018
Q3
$170K Buy
2,923
+1,968
+206% +$114K 0.01% 1160
2018
Q2
$47K Buy
955
+39
+4% +$1.92K ﹤0.01% 1932
2018
Q1
$47K Hold
916
﹤0.01% 1851
2017
Q4
$47K Sell
916
-223
-20% -$11.4K ﹤0.01% 1847
2017
Q3
$48K Sell
1,139
-397
-26% -$16.7K ﹤0.01% 1997
2017
Q2
$70K Sell
1,536
-99
-6% -$4.51K ﹤0.01% 1732
2017
Q1
$86K Sell
1,635
-4
-0.2% -$210 ﹤0.01% 1575
2016
Q4
$86K Buy
1,639
+184
+13% +$9.66K ﹤0.01% 1536
2016
Q3
$75K Sell
1,455
-87
-6% -$4.49K ﹤0.01% 1542
2016
Q2
$76K Buy
1,542
+1,473
+2,135% +$72.6K ﹤0.01% 1492
2016
Q1
$3K Sell
69
-2,203
-97% -$95.8K ﹤0.01% 2001
2015
Q4
$107K Buy
+2,272
New +$107K 0.01% 1133