Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.5K Sell
177
-110
-38% -$19K ﹤0.01% 2309
2025
Q1
$50.7K Sell
287
-31
-10% -$5.47K ﹤0.01% 1879
2024
Q4
$61.9K Buy
318
+90
+39% +$17.5K ﹤0.01% 1717
2024
Q3
$40.7K Buy
228
+23
+11% +$4.11K ﹤0.01% 1827
2024
Q2
$41.9K Buy
205
+87
+74% +$17.8K ﹤0.01% 1752
2024
Q1
$29.5K Sell
118
-39
-25% -$9.77K ﹤0.01% 1801
2023
Q4
$28.8K Buy
157
+111
+241% +$20.3K ﹤0.01% 1775
2023
Q3
$8.27K Buy
46
+29
+171% +$5.21K ﹤0.01% 2331
2023
Q2
$2.73K Sell
17
-53
-76% -$8.52K ﹤0.01% 2776
2023
Q1
$5.42K Sell
70
-1,436
-95% -$111K ﹤0.01% 2529
2022
Q4
$121K Sell
1,506
-560
-27% -$45K ﹤0.01% 1643
2022
Q3
$170K Buy
2,066
+216
+12% +$17.8K ﹤0.01% 1514
2022
Q2
$153K Hold
1,850
﹤0.01% 1445
2022
Q1
$153K Buy
1,850
+1,510
+444% +$125K ﹤0.01% 1445
2021
Q4
$64K Buy
340
+11
+3% +$2.07K ﹤0.01% 1447
2021
Q3
$59K Buy
329
+13
+4% +$2.33K ﹤0.01% 1471
2021
Q2
$56K Buy
316
+59
+23% +$10.5K ﹤0.01% 1474
2021
Q1
$40K Buy
257
+200
+351% +$31.1K ﹤0.01% 1554
2020
Q4
$9K Hold
57
﹤0.01% 2112
2020
Q3
$7K Hold
57
﹤0.01% 2039
2020
Q2
$7K Sell
57
-100
-64% -$12.3K ﹤0.01% 1949
2020
Q1
$20K Sell
157
-175
-53% -$22.3K ﹤0.01% 1478
2019
Q4
$47K Sell
332
-1,450
-81% -$205K ﹤0.01% 1287
2019
Q3
$243K Buy
+1,782
New +$243K 0.02% 708
2019
Q1
$200K Buy
1,696
+648
+62% +$76.4K 0.03% 474
2018
Q4
$122K Sell
1,048
-733
-41% -$85.3K 0.01% 1084
2018
Q3
$221K Sell
1,781
-980
-35% -$122K 0.01% 1021
2018
Q2
$356K Sell
2,761
-796
-22% -$103K 0.02% 803
2018
Q1
$452K Hold
3,557
0.02% 658
2017
Q4
$452K Sell
3,557
-743
-17% -$94.4K 0.02% 656
2017
Q3
$512K Sell
4,300
-249
-5% -$29.6K 0.02% 684
2017
Q2
$478K Sell
4,549
-78
-2% -$8.2K 0.02% 699
2017
Q1
$503K Sell
4,627
-274
-6% -$29.8K 0.02% 678
2016
Q4
$574K Buy
4,901
+181
+4% +$21.2K 0.03% 564
2016
Q3
$548K Sell
4,720
-1,282
-21% -$149K 0.03% 524
2016
Q2
$600K Buy
6,002
+4,306
+254% +$430K 0.03% 490
2016
Q1
$200K Sell
1,696
-757
-31% -$89.3K 0.03% 474
2015
Q4
$302K Buy
+2,453
New +$302K 0.02% 664