Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.2K Buy
281
+63
+29% +$4.53K ﹤0.01% 2540
2025
Q1
$16.5K Hold
218
﹤0.01% 2375
2024
Q4
$15.1K Buy
218
+1
+0.5% +$69 ﹤0.01% 2373
2024
Q3
$16.1K Hold
217
﹤0.01% 2236
2024
Q2
$13.9K Hold
217
﹤0.01% 2227
2024
Q1
$14K Hold
217
﹤0.01% 2121
2023
Q4
$13.8K Sell
217
-141
-39% -$8.98K ﹤0.01% 2067
2023
Q3
$24.4K Buy
358
+100
+39% +$6.83K ﹤0.01% 1839
2023
Q2
$19.8K Buy
258
+30
+13% +$2.3K ﹤0.01% 1998
2023
Q1
$17K Hold
228
﹤0.01% 2086
2022
Q4
$17K Buy
228
+11
+5% +$820 ﹤0.01% 3031
2022
Q3
$16K Hold
217
﹤0.01% 3292
2022
Q2
$16K Hold
217
﹤0.01% 3041
2022
Q1
$16K Hold
217
﹤0.01% 3041
2021
Q4
$17K Hold
217
﹤0.01% 1981
2021
Q3
$14K Hold
217
﹤0.01% 2085
2021
Q2
$16K Hold
217
﹤0.01% 2030
2021
Q1
$17K Sell
217
-209
-49% -$16.4K ﹤0.01% 1904
2020
Q4
$34K Sell
426
-25
-6% -$2K ﹤0.01% 1591
2020
Q3
$31K Sell
451
-1
-0.2% -$69 ﹤0.01% 1462
2020
Q2
$34K Hold
452
﹤0.01% 1370
2020
Q1
$36K Buy
452
+210
+87% +$16.7K ﹤0.01% 1259
2019
Q4
$22K Hold
242
﹤0.01% 1586
2019
Q3
$23K Buy
+242
New +$23K ﹤0.01% 1704
2019
Q1
$33K Sell
380
-383
-50% -$33.3K ﹤0.01% 1140
2018
Q4
$60K Hold
763
﹤0.01% 1490
2018
Q3
$63K Sell
763
-330
-30% -$27.2K ﹤0.01% 1756
2018
Q2
$82K Buy
1,093
+223
+26% +$16.7K ﹤0.01% 1585
2018
Q1
$64K Hold
870
﹤0.01% 1665
2017
Q4
$64K Sell
870
-192
-18% -$14.1K ﹤0.01% 1663
2017
Q3
$78K Buy
1,062
+92
+9% +$6.76K ﹤0.01% 1690
2017
Q2
$68K Buy
970
+1
+0.1% +$70 ﹤0.01% 1753
2017
Q1
$66K Sell
969
-42
-4% -$2.86K ﹤0.01% 1747
2016
Q4
$65K Buy
1,011
+100
+11% +$6.43K ﹤0.01% 1722
2016
Q3
$56K Sell
911
-225
-20% -$13.8K ﹤0.01% 1732
2016
Q2
$76K Buy
1,136
+756
+199% +$50.6K ﹤0.01% 1496
2016
Q1
$33K Sell
380
-1,033
-73% -$89.7K ﹤0.01% 1140
2015
Q4
$71K Buy
+1,413
New +$71K ﹤0.01% 1377