Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.5K Sell
1,814
-95
-5% -$3.33K ﹤0.01% 1917
2025
Q1
$72.5K Buy
1,909
+63
+3% +$2.39K ﹤0.01% 1705
2024
Q4
$94.9K Buy
1,846
+4
+0.2% +$206 ﹤0.01% 1492
2024
Q3
$94.2K Sell
1,842
-450
-20% -$23K ﹤0.01% 1432
2024
Q2
$105K Buy
2,292
+539
+31% +$24.7K ﹤0.01% 1347
2024
Q1
$83.1K Buy
1,753
+24
+1% +$1.14K ﹤0.01% 1366
2023
Q4
$82.2K Buy
1,729
+1,127
+187% +$53.6K ﹤0.01% 1333
2023
Q3
$26.8K Buy
602
+77
+15% +$3.43K ﹤0.01% 1801
2023
Q2
$27.5K Buy
525
+19
+4% +$994 ﹤0.01% 1866
2023
Q1
$42.1K Sell
506
-269
-35% -$22.4K ﹤0.01% 1656
2022
Q4
$65K Sell
775
-124
-14% -$10.4K ﹤0.01% 2057
2022
Q3
$74K Buy
899
+222
+33% +$18.3K ﹤0.01% 2080
2022
Q2
$56K Hold
677
﹤0.01% 2090
2022
Q1
$56K Buy
677
+59
+10% +$4.88K ﹤0.01% 2090
2021
Q4
$48K Buy
618
+80
+15% +$6.21K ﹤0.01% 1543
2021
Q3
$36K Buy
538
+502
+1,394% +$33.6K ﹤0.01% 1672
2021
Q2
$2K Buy
36
+31
+620% +$1.72K ﹤0.01% 2769
2021
Q1
$0 Hold
5
﹤0.01% 4317
2020
Q4
$0 Sell
5
-46
-90% ﹤0.01% 4127
2020
Q3
$2K Sell
51
-22
-30% -$863 ﹤0.01% 2508
2020
Q2
$3K Sell
73
-20
-22% -$822 ﹤0.01% 2283
2020
Q1
$3K Sell
93
-9
-9% -$290 ﹤0.01% 2250
2019
Q4
$7K Buy
102
+75
+278% +$5.15K ﹤0.01% 2075
2019
Q3
$1K Buy
+27
New +$1K ﹤0.01% 2940
2019
Q1
Sell
-301
Closed -$16K 3443
2018
Q4
$16K Sell
301
-78
-21% -$4.15K ﹤0.01% 2236
2018
Q3
$28K Buy
379
+107
+39% +$7.91K ﹤0.01% 2242
2018
Q2
$21K Sell
272
-2
-0.7% -$154 ﹤0.01% 2413
2018
Q1
$25K Hold
274
﹤0.01% 2255
2017
Q4
$25K Sell
274
-697
-72% -$63.6K ﹤0.01% 2251
2017
Q3
$90K Buy
971
+147
+18% +$13.6K ﹤0.01% 1609
2017
Q2
$87K Buy
824
+47
+6% +$4.96K ﹤0.01% 1600
2017
Q1
$85K Buy
777
+14
+2% +$1.53K ﹤0.01% 1588
2016
Q4
$84K Sell
763
-50
-6% -$5.51K ﹤0.01% 1552
2016
Q3
$96K Buy
813
+735
+942% +$86.8K 0.01% 1385
2016
Q2
$8K Buy
+78
New +$8K ﹤0.01% 2879
2016
Q1
Sell
-34
Closed -$4K 3471
2015
Q4
$4K Buy
+34
New +$4K ﹤0.01% 3091