Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.5K Sell
393
-62
-14% -$4.34K ﹤0.01% 2370
2025
Q1
$31.2K Buy
455
+338
+289% +$23.2K ﹤0.01% 2097
2024
Q4
$8.66K Buy
117
+98
+516% +$7.26K ﹤0.01% 2579
2024
Q3
$1.21K Buy
19
+1
+6% +$64 ﹤0.01% 3048
2024
Q2
$835 Sell
18
-41
-69% -$1.9K ﹤0.01% 3020
2024
Q1
$2.88K Buy
59
+15
+34% +$732 ﹤0.01% 2607
2023
Q4
$2.55K Buy
44
+4
+10% +$231 ﹤0.01% 2621
2023
Q3
$1.85K Hold
40
﹤0.01% 2858
2023
Q2
$2.01K Sell
40
-256
-86% -$12.9K ﹤0.01% 2877
2023
Q1
$17.5K Sell
296
-196
-40% -$11.6K ﹤0.01% 2067
2022
Q4
$28K Sell
492
-51
-9% -$2.9K ﹤0.01% 2657
2022
Q3
$31K Buy
543
+156
+40% +$8.91K ﹤0.01% 2752
2022
Q2
$22K Hold
387
﹤0.01% 2774
2022
Q1
$22K Buy
387
+187
+94% +$10.6K ﹤0.01% 2774
2021
Q4
$13K Sell
200
-400
-67% -$26K ﹤0.01% 2098
2021
Q3
$53K Sell
600
-420
-41% -$37.1K ﹤0.01% 1508
2021
Q2
$124K Buy
1,020
+555
+119% +$67.5K ﹤0.01% 1139
2021
Q1
$60K Buy
465
+168
+57% +$21.7K ﹤0.01% 1386
2020
Q4
$40K Sell
297
-552
-65% -$74.3K ﹤0.01% 1530
2020
Q3
$86K Buy
+849
New +$86K 0.01% 1065
2020
Q2
Sell
-42
Closed -$2K 3813
2020
Q1
$2K Sell
42
-27
-39% -$1.29K ﹤0.01% 2374
2019
Q4
$3K Buy
+69
New +$3K ﹤0.01% 2405
2019
Q3
Hold
0
3695
2019
Q1
$2K Sell
43
-1,016
-96% -$47.3K ﹤0.01% 2128
2018
Q4
$33K Buy
1,059
+889
+523% +$27.7K ﹤0.01% 1840
2018
Q3
$8K Sell
170
-22
-11% -$1.04K ﹤0.01% 2974
2018
Q2
$11K Buy
192
+150
+357% +$8.59K ﹤0.01% 2815
2018
Q1
$2K Hold
42
﹤0.01% 3552
2017
Q4
$2K Hold
42
﹤0.01% 3552
2017
Q3
$2K Buy
42
+20
+91% +$952 ﹤0.01% 3765
2017
Q2
$1K Sell
22
-300
-93% -$13.6K ﹤0.01% 3932
2017
Q1
$11K Buy
322
+300
+1,364% +$10.2K ﹤0.01% 2840
2016
Q4
$1K Sell
22
-102
-82% -$4.64K ﹤0.01% 3832
2016
Q3
$4K Sell
124
-200
-62% -$6.45K ﹤0.01% 3355
2016
Q2
$12K Buy
324
+281
+653% +$10.4K ﹤0.01% 2658
2016
Q1
$2K Buy
43
+11
+34% +$512 ﹤0.01% 2128
2015
Q4
$1K Buy
+32
New +$1K ﹤0.01% 3570