Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.7K Sell
282
-122
-30% -$29.3K ﹤0.01% 1877
2025
Q1
$91.6K Hold
404
﹤0.01% 1576
2024
Q4
$83K Sell
404
-27
-6% -$5.55K ﹤0.01% 1564
2024
Q3
$105K Sell
431
-7
-2% -$1.7K ﹤0.01% 1384
2024
Q2
$96.2K Sell
438
-1
-0.2% -$220 ﹤0.01% 1388
2024
Q1
$98.7K Buy
439
+4
+0.9% +$899 ﹤0.01% 1297
2023
Q4
$95.6K Sell
435
-174
-29% -$38.3K ﹤0.01% 1266
2023
Q3
$134K Sell
609
-313
-34% -$68.7K 0.01% 1136
2023
Q2
$207K Buy
922
+2
+0.2% +$450 0.01% 1007
2023
Q1
$117K Sell
920
-340
-27% -$43.1K 0.01% 1179
2022
Q4
$163K Sell
1,260
-129
-9% -$16.7K ﹤0.01% 1458
2022
Q3
$190K Buy
1,389
+70
+5% +$9.58K 0.01% 1444
2022
Q2
$180K Hold
1,319
0.01% 1328
2022
Q1
$180K Buy
1,319
+15
+1% +$2.05K 0.01% 1328
2021
Q4
$318K Sell
1,304
-35
-3% -$8.54K 0.01% 749
2021
Q3
$272K Buy
1,339
+31
+2% +$6.3K 0.01% 782
2021
Q2
$270K Sell
1,308
-23
-2% -$4.75K 0.01% 761
2021
Q1
$252K Buy
1,331
+3
+0.2% +$568 ﹤0.01% 739
2020
Q4
$252K Buy
1,328
+120
+10% +$22.8K 0.01% 718
2020
Q3
$214K Sell
1,208
-31
-3% -$5.49K 0.01% 683
2020
Q2
$185K Buy
1,239
+2
+0.2% +$299 0.01% 698
2020
Q1
$161K Sell
1,237
-813
-40% -$106K 0.02% 647
2019
Q4
$309K Sell
2,050
-215
-9% -$32.4K 0.02% 548
2019
Q3
$323K Buy
+2,265
New +$323K 0.02% 608
2019
Q1
$29K Sell
228
-1,863
-89% -$237K ﹤0.01% 1186
2018
Q4
$220K Buy
2,091
+72
+4% +$7.58K 0.01% 824
2018
Q3
$231K Buy
2,019
+642
+47% +$73.5K 0.01% 997
2018
Q2
$145K Buy
1,377
+821
+148% +$86.5K 0.01% 1255
2018
Q1
$49K Hold
556
﹤0.01% 1822
2017
Q4
$49K Buy
556
+400
+256% +$35.3K ﹤0.01% 1818
2017
Q3
$14K Buy
156
+19
+14% +$1.71K ﹤0.01% 2807
2017
Q2
$11K Sell
137
-22
-14% -$1.77K ﹤0.01% 2927
2017
Q1
$11K Sell
159
-800
-83% -$55.3K ﹤0.01% 2833
2016
Q4
$65K Buy
959
+744
+346% +$50.4K ﹤0.01% 1723
2016
Q3
$16K Buy
215
+80
+59% +$5.95K ﹤0.01% 2531
2016
Q2
$9K Sell
135
-93
-41% -$6.2K ﹤0.01% 2802
2016
Q1
$29K Sell
228
-118
-34% -$15K ﹤0.01% 1186
2015
Q4
$26K Buy
+346
New +$26K ﹤0.01% 2006