Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
646
-6
-0.9% -$1.01K ﹤0.01% 1584
2025
Q1
$101K Buy
652
+282
+76% +$43.5K ﹤0.01% 1524
2024
Q4
$62.8K Buy
370
+199
+116% +$33.8K ﹤0.01% 1712
2024
Q3
$29.7K Buy
171
+94
+122% +$16.3K ﹤0.01% 1970
2024
Q2
$13.2K Buy
77
+5
+7% +$860 ﹤0.01% 2244
2024
Q1
$18.8K Sell
72
-25
-26% -$6.52K ﹤0.01% 1994
2023
Q4
$19.4K Buy
97
+7
+8% +$1.4K ﹤0.01% 1929
2023
Q3
$15.3K Sell
90
-44
-33% -$7.48K ﹤0.01% 2070
2023
Q2
$27.7K Sell
134
-35
-21% -$7.23K ﹤0.01% 1863
2023
Q1
$5.22K Sell
169
-219
-56% -$6.76K ﹤0.01% 2548
2022
Q4
$14K Buy
388
+14
+4% +$505 ﹤0.01% 3165
2022
Q3
$15K Buy
374
+218
+140% +$8.74K ﹤0.01% 3337
2022
Q2
$8K Hold
156
﹤0.01% 3544
2022
Q1
$8K Buy
156
+58
+59% +$2.97K ﹤0.01% 3544
2021
Q4
$29K Hold
98
﹤0.01% 1755
2021
Q3
$28K Hold
98
﹤0.01% 1789
2021
Q2
$24K Hold
98
﹤0.01% 1851
2021
Q1
$21K Hold
98
﹤0.01% 1830
2020
Q4
$28K Sell
98
-27
-22% -$7.71K ﹤0.01% 1670
2020
Q3
$28K Sell
125
-201
-62% -$45K ﹤0.01% 1504
2020
Q2
$61K Sell
326
-30
-8% -$5.61K ﹤0.01% 1129
2020
Q1
$55K Buy
356
+38
+12% +$5.87K 0.01% 1076
2019
Q4
$49K Buy
318
+41
+15% +$6.32K ﹤0.01% 1260
2019
Q3
$40K Buy
+277
New +$40K ﹤0.01% 1473
2019
Q1
$18K Sell
150
-250
-63% -$30K ﹤0.01% 1388
2018
Q4
$43K Sell
400
-27
-6% -$2.9K ﹤0.01% 1681
2018
Q3
$49K Hold
427
﹤0.01% 1900
2018
Q2
$44K Buy
427
+26
+6% +$2.68K ﹤0.01% 1980
2018
Q1
$37K Hold
401
﹤0.01% 1992
2017
Q4
$37K Sell
401
-4
-1% -$369 ﹤0.01% 1986
2017
Q3
$33K Buy
405
+48
+13% +$3.91K ﹤0.01% 2243
2017
Q2
$28K Buy
357
+32
+10% +$2.51K ﹤0.01% 2348
2017
Q1
$22K Hold
325
﹤0.01% 2419
2016
Q4
$22K Sell
325
-40
-11% -$2.71K ﹤0.01% 2367
2016
Q3
$24K Buy
365
+18
+5% +$1.18K ﹤0.01% 2284
2016
Q2
$22K Buy
347
+197
+131% +$12.5K ﹤0.01% 2279
2016
Q1
$18K Sell
150
-157
-51% -$18.8K ﹤0.01% 1388
2015
Q4
$18K Buy
+307
New +$18K ﹤0.01% 2210