Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.2K Buy
195
+129
+195% +$12.1K ﹤0.01% 2601
2025
Q1
$3.42K Buy
66
+11
+20% +$570 ﹤0.01% 2973
2024
Q4
$2.91K Buy
55
+13
+31% +$687 ﹤0.01% 2969
2024
Q3
$1.77K Buy
42
+24
+133% +$1.01K ﹤0.01% 2943
2024
Q2
$1.06K Sell
18
-790
-98% -$46.4K ﹤0.01% 2977
2024
Q1
$49.9K Sell
808
-392
-33% -$24.2K ﹤0.01% 1595
2023
Q4
$81.9K Sell
1,200
-2,587
-68% -$177K ﹤0.01% 1335
2023
Q3
$211K Buy
3,787
+2,421
+177% +$135K 0.01% 939
2023
Q2
$87.7K Sell
1,366
-481
-26% -$30.9K ﹤0.01% 1366
2023
Q1
$25.1K Sell
1,847
-2,584
-58% -$35.1K ﹤0.01% 1920
2022
Q4
$65K Sell
4,431
-2,557
-37% -$37.5K ﹤0.01% 2054
2022
Q3
$112K Sell
6,988
-189
-3% -$3.03K ﹤0.01% 1778
2022
Q2
$115K Hold
7,177
﹤0.01% 1601
2022
Q1
$115K Buy
7,177
+4,830
+206% +$77.4K ﹤0.01% 1601
2021
Q4
$69K Hold
2,347
﹤0.01% 1415
2021
Q3
$52K Hold
2,347
﹤0.01% 1515
2021
Q2
$56K Hold
2,347
﹤0.01% 1473
2021
Q1
$46K Hold
2,347
﹤0.01% 1502
2020
Q4
$41K Hold
2,347
﹤0.01% 1517
2020
Q3
$32K Hold
2,347
﹤0.01% 1448
2020
Q2
$34K Buy
2,347
+813
+53% +$11.8K ﹤0.01% 1372
2020
Q1
$19K Buy
+1,534
New +$19K ﹤0.01% 1501
2019
Q1
Sell
-833
Closed -$6K 3191
2018
Q4
$6K Buy
833
+166
+25% +$1.2K ﹤0.01% 2726
2018
Q3
$7K Buy
+667
New +$7K ﹤0.01% 3028
2017
Q4
Sell
-1,224
Closed -$16K 4008
2017
Q3
$16K Hold
1,224
﹤0.01% 2724
2017
Q2
$14K Buy
1,224
+200
+20% +$2.29K ﹤0.01% 2785
2017
Q1
$13K Hold
1,024
﹤0.01% 2752
2016
Q4
$14K Sell
1,024
-159
-13% -$2.17K ﹤0.01% 2690
2016
Q3
$15K Buy
1,183
+183
+18% +$2.32K ﹤0.01% 2582
2016
Q2
$12K Buy
+1,000
New +$12K ﹤0.01% 2655
2016
Q1
Sell
-1,000
Closed -$12K 3220
2015
Q4
$12K Buy
+1,000
New +$12K ﹤0.01% 2479