Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.1K Sell
1,028
-109
-10% -$2.67K ﹤0.01% 316
2025
Q1
$31K Sell
1,137
-123
-10% -$3.35K ﹤0.01% 297
2024
Q4
$41.1K Buy
1,260
+154
+14% +$5.03K ﹤0.01% 283
2024
Q3
$39.7K Buy
+1,106
New +$39.7K ﹤0.01% 199
2023
Q4
Sell
-13,203
Closed -$339K 432
2023
Q3
$339K Buy
13,203
+1,100
+9% +$28.3K 0.02% 122
2023
Q2
$372K Buy
12,103
+6,391
+112% +$196K 0.02% 143
2023
Q1
$168K Sell
5,712
-7,301
-56% -$214K 0.01% 183
2022
Q4
$385K Buy
+13,013
New +$385K 0.02% 165
2022
Q1
Sell
-1
Closed 512
2021
Q4
$0 Buy
+1
New ﹤0.01% 426
2021
Q3
Sell
-1,420
Closed -$43K 394
2021
Q2
$43K Buy
+1,420
New +$43K ﹤0.01% 193
2020
Q1
Hold
0
602
2019
Q4
Hold
0
906
2019
Q3
Hold
0
474
2019
Q2
Sell
-7,131
Closed -$145K 710
2019
Q1
$145K Hold
7,131
0.01% 256
2018
Q4
$145K Sell
7,131
-1,238
-15% -$25.2K 0.01% 256
2018
Q3
$216K Sell
8,369
-1,497
-15% -$38.6K 0.01% 250
2018
Q2
$224K Sell
9,866
-1,950
-17% -$44.3K 0.02% 267
2018
Q1
$259K Buy
+11,816
New +$259K ﹤0.01% 329
2017
Q4
Sell
-26,140
Closed -$1.65M 585
2017
Q3
$1.65M Buy
26,140
+23,350
+837% +$1.47M 0.11% 101
2017
Q2
$49K Sell
2,790
-1,510
-35% -$26.5K 0.01% 292
2017
Q1
$77K Buy
4,300
+20
+0.5% +$358 0.01% 148
2016
Q4
$64K Sell
4,280
-2,530
-37% -$37.8K 0.01% 176
2016
Q3
$106K Buy
+6,810
New +$106K 0.01% 140