Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.6K Buy
224
+114
+104% +$18.1K ﹤0.01% 2223
2025
Q1
$18.4K Hold
110
﹤0.01% 2315
2024
Q4
$20.1K Sell
110
-2
-2% -$365 ﹤0.01% 2243
2024
Q3
$16.3K Buy
112
+58
+107% +$8.47K ﹤0.01% 2230
2024
Q2
$6.69K Sell
54
-37
-41% -$4.58K ﹤0.01% 2477
2024
Q1
$10.9K Sell
91
-325
-78% -$39.1K ﹤0.01% 2200
2023
Q4
$47.9K Hold
416
﹤0.01% 1564
2023
Q3
$44.5K Sell
416
-1,159
-74% -$124K ﹤0.01% 1606
2023
Q2
$134K Sell
1,575
-11
-0.7% -$933 0.01% 1193
2023
Q1
$107K Sell
1,586
-283
-15% -$19.2K ﹤0.01% 1223
2022
Q4
$128K Sell
1,869
-145
-7% -$9.93K ﹤0.01% 1612
2022
Q3
$141K Buy
2,014
+363
+22% +$25.4K ﹤0.01% 1629
2022
Q2
$116K Hold
1,651
﹤0.01% 1597
2022
Q1
$116K Buy
1,651
+1,235
+297% +$86.8K ﹤0.01% 1597
2021
Q4
$34K Hold
416
﹤0.01% 1689
2021
Q3
$34K Hold
416
﹤0.01% 1696
2021
Q2
$31K Hold
416
﹤0.01% 1729
2021
Q1
$32K Hold
416
﹤0.01% 1632
2020
Q4
$26K Sell
416
-200
-32% -$12.5K ﹤0.01% 1701
2020
Q3
$26K Hold
616
﹤0.01% 1538
2020
Q2
$23K Buy
616
+4
+0.7% +$149 ﹤0.01% 1510
2020
Q1
$18K Sell
612
-150
-20% -$4.41K ﹤0.01% 1530
2019
Q4
$42K Sell
762
-148
-16% -$8.16K ﹤0.01% 1331
2019
Q3
$47K Buy
+910
New +$47K ﹤0.01% 1395
2019
Q1
$3K Sell
50
-1,266
-96% -$76K ﹤0.01% 2027
2018
Q4
$63K Sell
1,316
-229
-15% -$11K ﹤0.01% 1463
2018
Q3
$113K Sell
1,545
-61
-4% -$4.46K ﹤0.01% 1395
2018
Q2
$115K Buy
1,606
+491
+44% +$35.2K ﹤0.01% 1383
2018
Q1
$94K Hold
1,115
﹤0.01% 1420
2017
Q4
$94K Buy
1,115
+3
+0.3% +$253 ﹤0.01% 1418
2017
Q3
$94K Sell
1,112
-9
-0.8% -$761 ﹤0.01% 1583
2017
Q2
$81K Sell
1,121
-5,353
-83% -$387K ﹤0.01% 1644
2017
Q1
$488K Buy
6,474
+1,161
+22% +$87.5K 0.02% 688
2016
Q4
$395K Buy
5,313
+333
+7% +$24.8K 0.02% 724
2016
Q3
$328K Buy
4,980
+335
+7% +$22.1K 0.02% 772
2016
Q2
$284K Buy
4,645
+4,595
+9,190% +$281K 0.02% 813
2016
Q1
$3K Sell
50
-748
-94% -$44.9K ﹤0.01% 2027
2015
Q4
$45K Buy
+798
New +$45K ﹤0.01% 1673