Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
1,776
+48
+3% +$9.29K 0.01% 999
2025
Q1
$223K Buy
1,728
+1,327
+331% +$171K 0.01% 1127
2024
Q4
$57.3K Buy
401
+4
+1% +$572 ﹤0.01% 1765
2024
Q3
$59.4K Sell
397
-201
-34% -$30.1K ﹤0.01% 1651
2024
Q2
$77.3K Buy
598
+283
+90% +$36.6K ﹤0.01% 1475
2024
Q1
$42.9K Buy
315
+11
+4% +$1.5K ﹤0.01% 1652
2023
Q4
$36.3K Hold
304
﹤0.01% 1671
2023
Q3
$29.8K Buy
304
+118
+63% +$11.6K ﹤0.01% 1772
2023
Q2
$17.3K Buy
186
+11
+6% +$1.03K ﹤0.01% 2081
2023
Q1
$9.29K Sell
175
-381
-69% -$20.2K ﹤0.01% 2323
2022
Q4
$34K Sell
556
-184
-25% -$11.3K ﹤0.01% 2509
2022
Q3
$44K Buy
740
+130
+21% +$7.73K ﹤0.01% 2466
2022
Q2
$37K Hold
610
﹤0.01% 2375
2022
Q1
$37K Buy
610
+433
+245% +$26.3K ﹤0.01% 2375
2021
Q4
$19K Buy
177
+125
+240% +$13.4K ﹤0.01% 1933
2021
Q3
$5K Hold
52
﹤0.01% 2495
2021
Q2
$5K Hold
52
﹤0.01% 2455
2021
Q1
$5K Sell
52
-42
-45% -$4.04K ﹤0.01% 2394
2020
Q4
$7K Hold
94
﹤0.01% 2190
2020
Q3
$5K Hold
94
﹤0.01% 2160
2020
Q2
$5K Hold
94
﹤0.01% 2076
2020
Q1
$4K Hold
94
﹤0.01% 2129
2019
Q4
$7K Sell
94
-135
-59% -$10.1K ﹤0.01% 2062
2019
Q3
$14K Buy
+229
New +$14K ﹤0.01% 1910
2019
Q1
$13K Sell
219
-362
-62% -$21.5K ﹤0.01% 1505
2018
Q4
$27K Buy
581
+33
+6% +$1.53K ﹤0.01% 1933
2018
Q3
$34K Hold
548
﹤0.01% 2113
2018
Q2
$29K Sell
548
-34
-6% -$1.8K ﹤0.01% 2225
2018
Q1
$31K Hold
582
﹤0.01% 2100
2017
Q4
$31K Sell
582
-31
-5% -$1.65K ﹤0.01% 2095
2017
Q3
$27K Sell
613
-50
-8% -$2.2K ﹤0.01% 2385
2017
Q2
$27K Hold
663
﹤0.01% 2374
2017
Q1
$27K Sell
663
-29
-4% -$1.18K ﹤0.01% 2285
2016
Q4
$27K Buy
692
+89
+15% +$3.47K ﹤0.01% 2251
2016
Q3
$22K Buy
603
+71
+13% +$2.59K ﹤0.01% 2329
2016
Q2
$17K Buy
532
+313
+143% +$10K ﹤0.01% 2436
2016
Q1
$13K Buy
219
+110
+101% +$6.53K ﹤0.01% 1505
2015
Q4
$4K Buy
+109
New +$4K ﹤0.01% 3058