Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.5K Sell
435
-134
-24% -$3.86K ﹤0.01% 2796
2025
Q1
$15.4K Buy
569
+17
+3% +$461 ﹤0.01% 2405
2024
Q4
$15.8K Sell
552
-133
-19% -$3.8K ﹤0.01% 2354
2024
Q3
$21.7K Sell
685
-152
-18% -$4.82K ﹤0.01% 2114
2024
Q2
$27K Buy
837
+15
+2% +$484 ﹤0.01% 1943
2024
Q1
$30.6K Sell
822
-8
-1% -$298 ﹤0.01% 1780
2023
Q4
$25.7K Buy
830
+75
+10% +$2.32K ﹤0.01% 1814
2023
Q3
$25.4K Buy
755
+91
+14% +$3.06K ﹤0.01% 1821
2023
Q2
$20.1K Sell
664
-400
-38% -$12.1K ﹤0.01% 1988
2023
Q1
$33.6K Sell
1,064
-957
-47% -$30.2K ﹤0.01% 1770
2022
Q4
$64K Sell
2,021
-411
-17% -$13K ﹤0.01% 2066
2022
Q3
$77K Buy
2,432
+197
+9% +$6.24K ﹤0.01% 2042
2022
Q2
$71K Hold
2,235
﹤0.01% 1917
2022
Q1
$71K Buy
2,235
+1,835
+459% +$58.3K ﹤0.01% 1917
2021
Q4
$11K Sell
400
-48
-11% -$1.32K ﹤0.01% 2144
2021
Q3
$13K Buy
448
+48
+12% +$1.39K ﹤0.01% 2114
2021
Q2
$13K Hold
400
﹤0.01% 2107
2021
Q1
$12K Buy
+400
New +$12K ﹤0.01% 2049
2020
Q4
Hold
0
3409
2020
Q3
Hold
0
3286
2020
Q2
Hold
0
3152
2020
Q1
Sell
-249
Closed -$7K 3123
2019
Q4
$7K Sell
249
-547
-69% -$15.4K ﹤0.01% 2060
2019
Q3
$22K Buy
+796
New +$22K ﹤0.01% 1719
2019
Q1
$37K Sell
1,400
-1,500
-52% -$39.6K 0.01% 1095
2018
Q4
$77K Sell
2,900
-357
-11% -$9.48K ﹤0.01% 1335
2018
Q3
$98K Buy
3,257
+208
+7% +$6.26K ﹤0.01% 1473
2018
Q2
$89K Sell
3,049
-266
-8% -$7.77K ﹤0.01% 1533
2018
Q1
$113K Hold
3,315
0.01% 1313
2017
Q4
$113K Sell
3,315
-1,022
-24% -$34.8K 0.01% 1310
2017
Q3
$128K Sell
4,337
-547
-11% -$16.1K 0.01% 1398
2017
Q2
$134K Buy
4,884
+571
+13% +$15.7K 0.01% 1361
2017
Q1
$131K Buy
4,313
+108
+3% +$3.28K 0.01% 1336
2016
Q4
$123K Sell
4,205
-204
-5% -$5.97K 0.01% 1315
2016
Q3
$127K Buy
4,409
+97
+2% +$2.79K 0.01% 1233
2016
Q2
$109K Buy
4,312
+2,912
+208% +$73.6K 0.01% 1277
2016
Q1
$37K Sell
1,400
-349
-20% -$9.22K 0.01% 1095
2015
Q4
$56K Buy
+1,749
New +$56K ﹤0.01% 1531