Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.1K Buy
345
+222
+180% +$14.9K ﹤0.01% 2462
2025
Q1
$13.4K Sell
123
-5
-4% -$545 ﹤0.01% 2466
2024
Q4
$17K Sell
128
-53
-29% -$7.05K ﹤0.01% 2318
2024
Q3
$14.7K Buy
181
+37
+26% +$3.01K ﹤0.01% 2278
2024
Q2
$10.7K Buy
144
+61
+73% +$4.53K ﹤0.01% 2320
2024
Q1
$6.47K Buy
83
+17
+26% +$1.33K ﹤0.01% 2380
2023
Q4
$4.72K Sell
66
-144
-69% -$10.3K ﹤0.01% 2441
2023
Q3
$14.6K Sell
210
-36
-15% -$2.5K ﹤0.01% 2100
2023
Q2
$19.9K Buy
246
+32
+15% +$2.59K ﹤0.01% 1996
2023
Q1
$8.15K Sell
214
-543
-72% -$20.7K ﹤0.01% 2379
2022
Q4
$35K Sell
757
-262
-26% -$12.1K ﹤0.01% 2484
2022
Q3
$63K Buy
1,019
+237
+30% +$14.7K ﹤0.01% 2199
2022
Q2
$51K Hold
782
﹤0.01% 2159
2022
Q1
$51K Buy
782
+606
+344% +$39.5K ﹤0.01% 2159
2021
Q4
$13K Buy
176
+36
+26% +$2.66K ﹤0.01% 2082
2021
Q3
$10K Buy
140
+32
+30% +$2.29K ﹤0.01% 2216
2021
Q2
$6K Sell
108
-83
-43% -$4.61K ﹤0.01% 2388
2021
Q1
$13K Buy
191
+31
+19% +$2.11K ﹤0.01% 2013
2020
Q4
$11K Buy
160
+51
+47% +$3.51K ﹤0.01% 2029
2020
Q3
$6K Buy
109
+22
+25% +$1.21K ﹤0.01% 2090
2020
Q2
$4K Buy
87
+56
+181% +$2.58K ﹤0.01% 2154
2020
Q1
$1K Buy
+31
New +$1K ﹤0.01% 2500
2019
Q4
Hold
0
3172
2019
Q3
Hold
0
3307
2019
Q1
Sell
-7
Closed 2787
2018
Q4
$0 Sell
7
-857
-99% ﹤0.01% 3632
2018
Q3
$35K Hold
864
﹤0.01% 2090
2018
Q2
$34K Buy
864
+656
+315% +$25.8K ﹤0.01% 2118
2018
Q1
$9K Hold
208
﹤0.01% 2844
2017
Q4
$9K Sell
208
-433
-68% -$18.7K ﹤0.01% 2841
2017
Q3
$24K Sell
641
-1,039
-62% -$38.9K ﹤0.01% 2448
2017
Q2
$76K Buy
1,680
+914
+119% +$41.3K ﹤0.01% 1680
2017
Q1
$33K Hold
766
﹤0.01% 2159
2016
Q4
$31K Buy
766
+58
+8% +$2.35K ﹤0.01% 2159
2016
Q3
$27K Sell
708
-248
-26% -$9.46K ﹤0.01% 2201
2016
Q2
$33K Buy
+956
New +$33K ﹤0.01% 2003
2016
Q1
Sell
-1,263
Closed -$49K 2830
2015
Q4
$49K Buy
+1,263
New +$49K ﹤0.01% 1632