Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-45
Closed -$6.59K 2597
2025
Q1
$6.59K Buy
45
+18
+67% +$2.64K ﹤0.01% 2728
2024
Q4
$5.58K Sell
27
-54
-67% -$11.2K ﹤0.01% 2750
2024
Q3
$2.13K Sell
81
-20
-20% -$525 ﹤0.01% 2901
2024
Q2
$2.59K Sell
101
-122
-55% -$3.13K ﹤0.01% 2757
2024
Q1
$7.18K Buy
223
+22
+11% +$708 ﹤0.01% 2348
2023
Q4
$6.47K Sell
201
-70
-26% -$2.25K ﹤0.01% 2336
2023
Q3
$8.66K Buy
271
+158
+140% +$5.05K ﹤0.01% 2311
2023
Q2
$3.84K Buy
113
+46
+69% +$1.56K ﹤0.01% 2634
2023
Q1
$4.96K Sell
67
-834
-93% -$61.8K ﹤0.01% 2568
2022
Q4
$70K Sell
901
-65
-7% -$5.05K ﹤0.01% 2000
2022
Q3
$74K Buy
966
+97
+11% +$7.43K ﹤0.01% 2077
2022
Q2
$65K Hold
869
﹤0.01% 1983
2022
Q1
$65K Buy
+869
New +$65K ﹤0.01% 1983
2021
Q4
Sell
-17
Closed -$1K 3409
2021
Q3
$1K Sell
17
-31
-65% -$1.82K ﹤0.01% 3036
2021
Q2
$2K Buy
48
+29
+153% +$1.21K ﹤0.01% 2746
2021
Q1
$1K Hold
19
﹤0.01% 2826
2020
Q4
$1K Sell
19
-69
-78% -$3.63K ﹤0.01% 2776
2020
Q3
$4K Buy
88
+30
+52% +$1.36K ﹤0.01% 2262
2020
Q2
$3K Sell
58
-50
-46% -$2.59K ﹤0.01% 2261
2020
Q1
$6K Sell
108
-27
-20% -$1.5K ﹤0.01% 1979
2019
Q4
$7K Sell
135
-169
-56% -$8.76K ﹤0.01% 2065
2019
Q3
$17K Buy
+304
New +$17K ﹤0.01% 1838
2019
Q1
$2K Sell
50
-27
-35% -$1.08K ﹤0.01% 2105
2018
Q4
$3K Sell
77
-429
-85% -$16.7K ﹤0.01% 3005
2018
Q3
$36K Hold
506
﹤0.01% 2069
2018
Q2
$37K Sell
506
-3
-0.6% -$219 ﹤0.01% 2075
2018
Q1
$44K Hold
509
﹤0.01% 1890
2017
Q4
$44K Sell
509
-198
-28% -$17.1K ﹤0.01% 1886
2017
Q3
$60K Buy
707
+100
+16% +$8.49K ﹤0.01% 1870
2017
Q2
$46K Buy
607
+430
+243% +$32.6K ﹤0.01% 2004
2017
Q1
$12K Sell
177
-142
-45% -$9.63K ﹤0.01% 2790
2016
Q4
$27K Sell
319
-275
-46% -$23.3K ﹤0.01% 2256
2016
Q3
$55K Sell
594
-32
-5% -$2.96K ﹤0.01% 1746
2016
Q2
$57K Buy
626
+576
+1,152% +$52.4K ﹤0.01% 1686
2016
Q1
$2K Sell
50
-1,740
-97% -$69.6K ﹤0.01% 2105
2015
Q4
$259K Buy
+1,790
New +$259K 0.02% 727