Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.2K Buy
846
+643
+317% +$24.5K ﹤0.01% 2281
2025
Q1
$8.7K Sell
203
-240
-54% -$10.3K ﹤0.01% 2629
2024
Q4
$17.9K Buy
443
+122
+38% +$4.94K ﹤0.01% 2298
2024
Q3
$12.3K Buy
321
+102
+47% +$3.91K ﹤0.01% 2343
2024
Q2
$10.3K Buy
219
+182
+492% +$8.53K ﹤0.01% 2335
2024
Q1
$1.92K Buy
37
+32
+640% +$1.66K ﹤0.01% 2706
2023
Q4
$220 Sell
5
-77
-94% -$3.39K ﹤0.01% 2931
2023
Q3
$3.9K Sell
82
-56
-41% -$2.66K ﹤0.01% 2603
2023
Q2
$5.25K Buy
138
+41
+42% +$1.56K ﹤0.01% 2527
2023
Q1
$1.68K Sell
97
-19,703
-100% -$342K ﹤0.01% 2948
2022
Q4
$358K Sell
19,800
-364
-2% -$6.58K 0.01% 1055
2022
Q3
$361K Buy
20,164
+18,543
+1,144% +$332K 0.01% 1087
2022
Q2
$32K Hold
1,621
﹤0.01% 2486
2022
Q1
$32K Buy
1,621
+1,476
+1,018% +$29.1K ﹤0.01% 2486
2021
Q4
$5K Sell
145
-1,055
-88% -$36.4K ﹤0.01% 2457
2021
Q3
$40K Buy
1,200
+200
+20% +$6.67K ﹤0.01% 1622
2021
Q2
$31K Buy
+1,000
New +$31K ﹤0.01% 1727
2021
Q1
Hold
0
3883
2020
Q4
Hold
0
3722
2020
Q3
Hold
0
3593
2020
Q2
Hold
0
3427
2020
Q1
Sell
-95
Closed -$2K 3364
2019
Q4
$2K Sell
95
-34
-26% -$716 ﹤0.01% 2522
2019
Q3
$2K Buy
+129
New +$2K ﹤0.01% 2702
2019
Q1
Sell
-914
Closed -$27K 3082
2018
Q4
$27K Sell
914
-275
-23% -$8.12K ﹤0.01% 1938
2018
Q3
$78K Sell
1,189
-10,109
-89% -$663K ﹤0.01% 1626
2018
Q2
$737K Buy
11,298
+2,787
+33% +$182K 0.03% 516
2018
Q1
$567K Hold
8,511
0.03% 575
2017
Q4
$567K Buy
8,511
+946
+13% +$63K 0.03% 572
2017
Q3
$446K Buy
7,565
+5,776
+323% +$341K 0.02% 733
2017
Q2
$79K Buy
1,789
+712
+66% +$31.4K ﹤0.01% 1660
2017
Q1
$63K Sell
1,077
-975
-48% -$57K ﹤0.01% 1776
2016
Q4
$120K Buy
2,052
+407
+25% +$23.8K 0.01% 1334
2016
Q3
$86K Buy
1,645
+1,025
+165% +$53.6K ﹤0.01% 1458
2016
Q2
$24K Buy
+620
New +$24K ﹤0.01% 2222
2016
Q1
Sell
-625
Closed -$16K 3097
2015
Q4
$16K Buy
+625
New +$16K ﹤0.01% 2279