Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.3K Buy
66
+18
+38% +$2.26K ﹤0.01% 3032
2025
Q1
$3.65K Sell
48
-1
-2% -$76 ﹤0.01% 2959
2024
Q4
$3.69K Buy
49
+1
+2% +$75 ﹤0.01% 2909
2024
Q3
$3.29K Sell
48
-63
-57% -$4.32K ﹤0.01% 2791
2024
Q2
$7.39K Sell
111
-35
-24% -$2.33K ﹤0.01% 2445
2024
Q1
$9.11K Sell
146
-21,595
-99% -$1.35M ﹤0.01% 2263
2023
Q4
$1.12M Sell
21,741
-517
-2% -$26.6K 0.05% 363
2023
Q3
$1.21M Sell
22,258
-181
-0.8% -$9.83K 0.05% 344
2023
Q2
$1.35M Buy
22,439
+159
+0.7% +$9.58K 0.06% 348
2023
Q1
$654K Buy
22,280
+22,125
+14,274% +$649K 0.03% 508
2022
Q4
$17K Buy
155
+34
+28% +$3.73K ﹤0.01% 3041
2022
Q3
$16K Buy
121
+109
+908% +$14.4K ﹤0.01% 3297
2022
Q2
$12K Hold
12
﹤0.01% 3270
2022
Q1
$12K Buy
+12
New +$12K ﹤0.01% 3270
2021
Q3
Hold
0
4363
2021
Q2
Hold
0
4141
2021
Q1
Hold
0
4036
2020
Q4
Hold
0
3859
2020
Q3
Hold
0
3723
2020
Q2
Hold
0
3551
2020
Q1
Sell
-47
Closed -$1K 3488
2019
Q4
$1K Hold
47
﹤0.01% 2702
2019
Q3
$1K Buy
+47
New +$1K ﹤0.01% 2906
2019
Q1
Sell
-56
Closed -$1K 3212
2018
Q4
$1K Sell
56
-61
-52% -$1.09K ﹤0.01% 3320
2018
Q3
$3K Hold
117
﹤0.01% 3401
2018
Q2
$3K Sell
117
-780
-87% -$20K ﹤0.01% 3453
2018
Q1
$30K Hold
897
﹤0.01% 2139
2017
Q4
$30K Hold
897
﹤0.01% 2134
2017
Q3
$33K Buy
897
+775
+635% +$28.5K ﹤0.01% 2248
2017
Q2
$5K Hold
122
﹤0.01% 3392
2017
Q1
$5K Hold
122
﹤0.01% 3283
2016
Q4
$4K Hold
122
﹤0.01% 3394
2016
Q3
$3K Buy
122
+98
+408% +$2.41K ﹤0.01% 3463
2016
Q2
$1K Buy
+24
New +$1K ﹤0.01% 3651
2016
Q1
Sell
-500
Closed -$10K 3245
2015
Q4
$10K Buy
+500
New +$10K ﹤0.01% 2571