Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.8K Buy
216
+5
+2% +$342 ﹤0.01% 2706
2025
Q1
$14.1K Sell
211
-2
-0.9% -$134 ﹤0.01% 2447
2024
Q4
$15.1K Buy
213
+125
+142% +$8.86K ﹤0.01% 2374
2024
Q3
$5.45K Buy
88
+1
+1% +$62 ﹤0.01% 2638
2024
Q2
$3.92K Sell
87
-136
-61% -$6.13K ﹤0.01% 2639
2024
Q1
$10.7K Buy
223
+1
+0.5% +$48 ﹤0.01% 2211
2023
Q4
$12.6K Buy
222
+1
+0.5% +$57 ﹤0.01% 2102
2023
Q3
$9.9K Hold
221
﹤0.01% 2256
2023
Q2
$10.9K Sell
221
-28
-11% -$1.38K ﹤0.01% 2273
2023
Q1
$14.7K Sell
249
-145
-37% -$8.56K ﹤0.01% 2145
2022
Q4
$25K Buy
394
+14
+4% +$888 ﹤0.01% 2733
2022
Q3
$24K Buy
380
+31
+9% +$1.96K ﹤0.01% 2943
2022
Q2
$21K Hold
349
﹤0.01% 2813
2022
Q1
$21K Sell
349
-392
-53% -$23.6K ﹤0.01% 2813
2021
Q4
$47K Sell
741
-14
-2% -$888 ﹤0.01% 1551
2021
Q3
$67K Sell
755
-5
-0.7% -$444 ﹤0.01% 1422
2021
Q2
$93K Buy
760
+40
+6% +$4.9K ﹤0.01% 1276
2021
Q1
$94K Buy
720
+29
+4% +$3.79K ﹤0.01% 1198
2020
Q4
$94K Hold
691
﹤0.01% 1166
2020
Q3
$71K Hold
691
﹤0.01% 1150
2020
Q2
$39K Buy
691
+25
+4% +$1.41K ﹤0.01% 1321
2020
Q1
$25K Hold
666
﹤0.01% 1401
2019
Q4
$31K Sell
666
-150
-18% -$6.98K ﹤0.01% 1447
2019
Q3
$24K Buy
+816
New +$24K ﹤0.01% 1695
2019
Q1
Sell
-780
Closed -$24K 3474
2018
Q4
$24K Buy
780
+207
+36% +$6.37K ﹤0.01% 2004
2018
Q3
$25K Sell
573
-1,925
-77% -$84K ﹤0.01% 2322
2018
Q2
$149K Buy
2,498
+2,487
+22,609% +$148K 0.01% 1239
2018
Q1
$0 Hold
11
﹤0.01% 3821
2017
Q4
$0 Hold
11
﹤0.01% 4080
2017
Q3
$0 Hold
11
﹤0.01% 4187
2017
Q2
$1K Hold
11
﹤0.01% 3933
2017
Q1
$0 Hold
11
﹤0.01% 4113
2016
Q4
$0 Hold
11
﹤0.01% 4123
2016
Q3
$0 Sell
11
-51
-82% ﹤0.01% 4045
2016
Q2
$2K Buy
+62
New +$2K ﹤0.01% 3499
2016
Q1
Sell
-16
Closed 3500
2015
Q4
$0 Buy
+16
New ﹤0.01% 3794