Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-209
Closed -$7.19K 3476
2025
Q1
$7.19K Buy
209
+207
+10,350% +$7.12K ﹤0.01% 2688
2024
Q4
$124 Buy
+2
New +$124 ﹤0.01% 3957
2023
Q1
Sell
-24
Closed -$2K 4294
2022
Q4
$2K Sell
24
-1,748
-99% -$146K ﹤0.01% 4214
2022
Q3
$92K Buy
1,772
+45
+3% +$2.34K ﹤0.01% 1914
2022
Q2
$89K Hold
1,727
﹤0.01% 1766
2022
Q1
$89K Buy
1,727
+220
+15% +$11.3K ﹤0.01% 1766
2021
Q4
$134K Buy
1,507
+6
+0.4% +$534 ﹤0.01% 1126
2021
Q3
$115K Sell
1,501
-43
-3% -$3.29K ﹤0.01% 1192
2021
Q2
$107K Sell
1,544
-14
-0.9% -$970 ﹤0.01% 1210
2021
Q1
$108K Buy
1,558
+190
+14% +$13.2K ﹤0.01% 1145
2020
Q4
$98K Buy
1,368
+41
+3% +$2.94K ﹤0.01% 1147
2020
Q3
$71K Sell
1,327
-13
-1% -$696 ﹤0.01% 1148
2020
Q2
$70K Sell
1,340
-6
-0.4% -$313 0.01% 1065
2020
Q1
$53K Buy
1,346
+50
+4% +$1.97K 0.01% 1095
2019
Q4
$67K Sell
1,296
-20
-2% -$1.03K 0.01% 1128
2019
Q3
$66K Buy
+1,316
New +$66K ﹤0.01% 1241
2019
Q1
$5K Sell
97
-913
-90% -$47.1K ﹤0.01% 1877
2018
Q4
$46K Buy
1,010
+312
+45% +$14.2K ﹤0.01% 1649
2018
Q3
$39K Hold
698
﹤0.01% 2019
2018
Q2
$33K Buy
698
+525
+303% +$24.8K ﹤0.01% 2141
2018
Q1
$6K Hold
173
﹤0.01% 3097
2017
Q4
$6K Hold
173
﹤0.01% 3094
2017
Q3
$6K Sell
173
-60
-26% -$2.08K ﹤0.01% 3284
2017
Q2
$8K Buy
233
+60
+35% +$2.06K ﹤0.01% 3145
2017
Q1
$6K Hold
173
﹤0.01% 3179
2016
Q4
$5K Hold
173
﹤0.01% 3295
2016
Q3
$5K Buy
+173
New +$5K ﹤0.01% 3237
2016
Q2
Sell
-97
Closed -$5K 4154
2016
Q1
$5K Buy
+97
New +$5K ﹤0.01% 1877