Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82K Buy
578
+64
+12% +$312 ﹤0.01% 3725
2025
Q1
$4.66K Hold
514
﹤0.01% 2869
2024
Q4
$6.53K Sell
514
-12
-2% -$152 ﹤0.01% 2695
2024
Q3
$8.84K Sell
526
-38
-7% -$639 ﹤0.01% 2472
2024
Q2
$8.82K Hold
564
﹤0.01% 2382
2024
Q1
$8.9K Sell
564
-74
-12% -$1.17K ﹤0.01% 2272
2023
Q4
$12.8K Sell
638
-584
-48% -$11.7K ﹤0.01% 2092
2023
Q3
$22.7K Buy
1,222
+467
+62% +$8.66K ﹤0.01% 1877
2023
Q2
$16.4K Hold
755
﹤0.01% 2105
2023
Q1
$57.1K Sell
755
-207
-22% -$15.7K ﹤0.01% 1510
2022
Q4
$73K Buy
962
+4
+0.4% +$304 ﹤0.01% 1966
2022
Q3
$71K Buy
958
+294
+44% +$21.8K ﹤0.01% 2112
2022
Q2
$50K Hold
664
﹤0.01% 2178
2022
Q1
$50K Sell
664
-139
-17% -$10.5K ﹤0.01% 2178
2021
Q4
$37K Hold
803
﹤0.01% 1639
2021
Q3
$36K Buy
803
+79
+11% +$3.54K ﹤0.01% 1666
2021
Q2
$33K Sell
724
-140
-16% -$6.38K ﹤0.01% 1704
2021
Q1
$39K Buy
864
+80
+10% +$3.61K ﹤0.01% 1565
2020
Q4
$31K Buy
784
+118
+18% +$4.67K ﹤0.01% 1624
2020
Q3
$26K Hold
666
﹤0.01% 1535
2020
Q2
$25K Hold
666
﹤0.01% 1483
2020
Q1
$20K Sell
666
-86
-11% -$2.58K ﹤0.01% 1475
2019
Q4
$25K Buy
752
+86
+13% +$2.86K ﹤0.01% 1528
2019
Q3
$22K Buy
+666
New +$22K ﹤0.01% 1722
2019
Q1
Sell
-1,210
Closed -$34K 3015
2018
Q4
$34K Buy
1,210
+30
+3% +$843 ﹤0.01% 1817
2018
Q3
$42K Hold
1,180
﹤0.01% 1976
2018
Q2
$47K Buy
1,180
+294
+33% +$11.7K ﹤0.01% 1936
2018
Q1
$36K Sell
886
-295
-25% -$12K ﹤0.01% 2003
2017
Q4
$36K Sell
1,181
-3,371
-74% -$103K ﹤0.01% 1997
2017
Q3
$132K Hold
4,552
0.01% 1382
2017
Q2
$118K Hold
4,552
0.01% 1432
2017
Q1
$112K Sell
4,552
-667
-13% -$16.4K ﹤0.01% 1419
2016
Q4
$129K Sell
5,219
-72
-1% -$1.78K 0.01% 1294
2016
Q3
$111K Buy
5,291
+118
+2% +$2.48K 0.01% 1300
2016
Q2
$109K Buy
+5,173
New +$109K 0.01% 1279
2016
Q1
Sell
-6,440
Closed -$136K 3037
2015
Q4
$136K Buy
+6,440
New +$136K 0.01% 1010