Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-190
Closed -$13.9K 1923
2025
Q1
$13.9K Sell
190
-231
-55% -$16.9K ﹤0.01% 2452
2024
Q4
$31.6K Buy
421
+83
+25% +$6.23K ﹤0.01% 2053
2024
Q3
$26.7K Sell
338
-237
-41% -$18.7K ﹤0.01% 2026
2024
Q2
$42.6K Buy
575
+13
+2% +$963 ﹤0.01% 1745
2024
Q1
$48.3K Sell
562
-399
-42% -$34.3K ﹤0.01% 1607
2023
Q4
$70.7K Buy
961
+419
+77% +$30.8K ﹤0.01% 1397
2023
Q3
$40.2K Sell
542
-10,885
-95% -$807K ﹤0.01% 1643
2023
Q2
$854K Buy
11,427
+11,338
+12,739% +$848K 0.04% 476
2023
Q1
$6.57K Sell
89
-1,000
-92% -$73.8K ﹤0.01% 2463
2022
Q4
$83K Sell
1,089
-338
-24% -$25.8K ﹤0.01% 1865
2022
Q3
$109K Buy
1,427
+221
+18% +$16.9K ﹤0.01% 1796
2022
Q2
$91K Hold
1,206
﹤0.01% 1746
2022
Q1
$91K Buy
1,206
+943
+359% +$71.2K ﹤0.01% 1746
2021
Q4
$21K Hold
263
﹤0.01% 1892
2021
Q3
$20K Buy
263
+185
+237% +$14.1K ﹤0.01% 1922
2021
Q2
$6K Sell
78
-4
-5% -$308 ﹤0.01% 2382
2021
Q1
$6K Sell
82
-5
-6% -$366 ﹤0.01% 2319
2020
Q4
$6K Sell
87
-79
-48% -$5.45K ﹤0.01% 2238
2020
Q3
$10K Buy
166
+39
+31% +$2.35K ﹤0.01% 1886
2020
Q2
$7K Buy
127
+23
+22% +$1.27K ﹤0.01% 1932
2020
Q1
$4K Buy
104
+19
+22% +$731 ﹤0.01% 2116
2019
Q4
$5K Sell
85
-305
-78% -$17.9K ﹤0.01% 2163
2019
Q3
$22K Buy
+390
New +$22K ﹤0.01% 1718
2019
Q1
$14K Sell
208
-2,454
-92% -$165K ﹤0.01% 1466
2018
Q4
$149K Sell
2,662
-147
-5% -$8.23K 0.01% 988
2018
Q3
$198K Sell
2,809
-248
-8% -$17.5K 0.01% 1082
2018
Q2
$197K Sell
3,057
-339
-10% -$21.8K 0.01% 1068
2018
Q1
$206K Hold
3,396
0.01% 978
2017
Q4
$206K Sell
3,396
-1,055
-24% -$64K 0.01% 977
2017
Q3
$264K Buy
4,451
+32
+0.7% +$1.9K 0.01% 980
2017
Q2
$234K Sell
4,419
-191
-4% -$10.1K 0.01% 1026
2017
Q1
$232K Sell
4,610
-834
-15% -$42K 0.01% 1035
2016
Q4
$244K Sell
5,444
-2,940
-35% -$132K 0.01% 952
2016
Q3
$357K Buy
+8,384
New +$357K 0.02% 721
2016
Q2
Sell
-208
Closed -$14K 3947
2016
Q1
$14K Buy
+208
New +$14K ﹤0.01% 1466