Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-86
Closed -$11K 1791
2025
Q1
$11K Buy
86
+27
+46% +$3.46K ﹤0.01% 2549
2024
Q4
$9.48K Sell
59
-5
-8% -$804 ﹤0.01% 2541
2024
Q3
$8.18K Sell
64
-764
-92% -$97.6K ﹤0.01% 2504
2024
Q2
$86.8K Sell
828
-12
-1% -$1.26K ﹤0.01% 1426
2024
Q1
$88.2K Sell
840
-133
-14% -$14K ﹤0.01% 1345
2023
Q4
$106K Sell
973
-2
-0.2% -$219 0.01% 1215
2023
Q3
$108K Buy
975
+10
+1% +$1.11K ﹤0.01% 1218
2023
Q2
$115K Sell
965
-261
-21% -$31K ﹤0.01% 1258
2023
Q1
$38.4K Sell
1,226
-1,895
-61% -$59.3K ﹤0.01% 1706
2022
Q4
$117K Buy
3,121
+226
+8% +$8.47K ﹤0.01% 1662
2022
Q3
$112K Buy
2,895
+816
+39% +$31.6K ﹤0.01% 1779
2022
Q2
$85K Hold
2,079
﹤0.01% 1803
2022
Q1
$85K Buy
2,079
+1,803
+653% +$73.7K ﹤0.01% 1803
2021
Q4
$56K Buy
276
+14
+5% +$2.84K ﹤0.01% 1489
2021
Q3
$46K Buy
262
+6
+2% +$1.05K ﹤0.01% 1567
2021
Q2
$39K Buy
256
+2
+0.8% +$305 ﹤0.01% 1633
2021
Q1
$33K Sell
254
-247
-49% -$32.1K ﹤0.01% 1616
2020
Q4
$73K Buy
501
+347
+225% +$50.6K ﹤0.01% 1289
2020
Q3
$20K Buy
154
+150
+3,750% +$19.5K ﹤0.01% 1650
2020
Q2
$0 Sell
4
-10
-71% ﹤0.01% 3536
2020
Q1
$1K Sell
14
-42
-75% -$3K ﹤0.01% 2554
2019
Q4
$5K Sell
56
-1,666
-97% -$149K ﹤0.01% 2182
2019
Q3
$146K Buy
+1,722
New +$146K 0.01% 885
2019
Q1
Sell
-61
Closed -$5K 3202
2018
Q4
$5K Sell
61
-335
-85% -$27.5K ﹤0.01% 2818
2018
Q3
$38K Buy
396
+50
+14% +$4.8K ﹤0.01% 2033
2018
Q2
$25K Buy
346
+15
+5% +$1.08K ﹤0.01% 2307
2018
Q1
$24K Hold
331
﹤0.01% 2280
2017
Q4
$24K Buy
331
+1
+0.3% +$73 ﹤0.01% 2276
2017
Q3
$23K Sell
330
-204
-38% -$14.2K ﹤0.01% 2488
2017
Q2
$36K Buy
534
+204
+62% +$13.8K ﹤0.01% 2169
2017
Q1
$19K Hold
330
﹤0.01% 2517
2016
Q4
$17K Hold
330
﹤0.01% 2554
2016
Q3
$19K Buy
330
+4
+1% +$230 ﹤0.01% 2431
2016
Q2
$17K Buy
+326
New +$17K ﹤0.01% 2446
2016
Q1
Sell
-78
Closed -$4K 3231
2015
Q4
$4K Buy
+78
New +$4K ﹤0.01% 3079