Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.8K Sell
490
-249
-34% -$20.2K ﹤0.01% 2169
2025
Q1
$25K Hold
739
﹤0.01% 2210
2024
Q4
$25.2K Sell
739
-600
-45% -$20.5K ﹤0.01% 2142
2024
Q3
$44.4K Sell
1,339
-2,500
-65% -$83K ﹤0.01% 1787
2024
Q2
$104K Buy
3,839
+2,500
+187% +$67.8K ﹤0.01% 1354
2024
Q1
$39.5K Hold
1,339
﹤0.01% 1682
2023
Q4
$37.1K Hold
1,339
﹤0.01% 1663
2023
Q3
$30.3K Hold
1,339
﹤0.01% 1766
2023
Q2
$29.6K Hold
1,339
﹤0.01% 1836
2023
Q1
$28.9K Sell
1,339
-421
-24% -$9.1K ﹤0.01% 1849
2022
Q4
$52K Sell
1,760
-345
-16% -$10.2K ﹤0.01% 2223
2022
Q3
$58K Hold
2,105
﹤0.01% 2264
2022
Q2
$58K Hold
2,105
﹤0.01% 2062
2022
Q1
$58K Buy
2,105
+327
+18% +$9.01K ﹤0.01% 2062
2021
Q4
$35K Hold
1,778
﹤0.01% 1672
2021
Q3
$29K Sell
1,778
-100
-5% -$1.63K ﹤0.01% 1773
2021
Q2
$35K Hold
1,878
﹤0.01% 1682
2021
Q1
$29K Buy
1,878
+700
+59% +$10.8K ﹤0.01% 1681
2020
Q4
$12K Hold
1,178
﹤0.01% 2001
2020
Q3
$7K Sell
1,178
-863
-42% -$5.13K ﹤0.01% 2035
2020
Q2
$14K Sell
2,041
-545
-21% -$3.74K ﹤0.01% 1696
2020
Q1
$18K Buy
+2,586
New +$18K ﹤0.01% 1533
2019
Q4
Sell
-120
Closed -$2K 3503
2019
Q3
$2K Buy
+120
New +$2K ﹤0.01% 2718
2019
Q1
$0 Sell
20
-500
-96% ﹤0.01% 3249
2018
Q4
$11K Buy
520
+32
+7% +$677 ﹤0.01% 2429
2018
Q3
$11K Sell
488
-3
-0.6% -$68 ﹤0.01% 2780
2018
Q2
$12K Sell
491
-667
-58% -$16.3K ﹤0.01% 2752
2018
Q1
$31K Hold
1,158
﹤0.01% 2108
2017
Q4
$31K Buy
1,158
+519
+81% +$13.9K ﹤0.01% 2103
2017
Q3
$16K Buy
639
+342
+115% +$8.56K ﹤0.01% 2726
2017
Q2
$8K Buy
297
+207
+230% +$5.58K ﹤0.01% 3143
2017
Q1
$3K Buy
90
+11
+14% +$367 ﹤0.01% 3524
2016
Q4
$3K Sell
79
-162
-67% -$6.15K ﹤0.01% 3514
2016
Q3
$9K Buy
241
+125
+108% +$4.67K ﹤0.01% 2895
2016
Q2
$5K Buy
116
+96
+480% +$4.14K ﹤0.01% 3151
2016
Q1
$0 Buy
20
+2
+11% ﹤0.01% 3287
2015
Q4
$1K Buy
+18
New +$1K ﹤0.01% 3537