Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.3K Hold
363
0.01% 242
2025
Q1
$60.3K Buy
363
+50
+16% +$8.31K 0.01% 261
2024
Q4
$61.9K Sell
313
-1
-0.3% -$198 0.01% 265
2024
Q3
$54.6K Hold
314
0.01% 278
2024
Q2
$54.6K Buy
314
+64
+26% +$11.1K 0.01% 276
2024
Q1
$34.1K Hold
250
﹤0.01% 331
2023
Q4
$26K Hold
250
﹤0.01% 365
2023
Q3
$21.8K Hold
250
﹤0.01% 374
2023
Q2
$25.3K Buy
250
+57
+30% +$5.76K ﹤0.01% 365
2023
Q1
$18K Hold
193
﹤0.01% 406
2022
Q4
$14.4K Sell
193
-716
-79% -$53.4K ﹤0.01% 412
2022
Q3
$62K Sell
909
-63
-6% -$4.3K 0.01% 259
2022
Q2
$79K Buy
972
+70
+8% +$5.69K 0.01% 241
2022
Q1
$94K Sell
902
-23
-2% -$2.4K 0.01% 229
2021
Q4
$111K Buy
925
+23
+3% +$2.76K 0.01% 228
2021
Q3
$101K Hold
902
0.01% 225
2021
Q2
$108K Hold
902
0.01% 222
2021
Q1
$107K Buy
902
+100
+12% +$11.9K 0.02% 219
2020
Q4
$87K Hold
802
0.01% 218
2020
Q3
$65K Hold
802
0.01% 221
2020
Q2
$46K Hold
802
0.01% 240
2020
Q1
$38K Sell
802
-161
-17% -$7.63K 0.01% 245
2019
Q4
$56K Buy
963
+161
+20% +$9.36K 0.01% 233
2019
Q3
$37K Sell
802
-100
-11% -$4.61K 0.01% 266
2019
Q2
$35K Buy
902
+421
+88% +$16.3K 0.01% 276
2019
Q1
$20K Buy
481
+388
+417% +$16.1K ﹤0.01% 330
2018
Q4
$3K Buy
+93
New +$3K ﹤0.01% 467
2018
Q3
Sell
-93
Closed -$3K 703
2018
Q2
$3K Hold
93
﹤0.01% 482
2018
Q1
$4K Hold
93
﹤0.01% 437
2017
Q4
$4K Hold
93
﹤0.01% 425
2017
Q3
$4K Hold
93
﹤0.01% 416
2017
Q2
$3K Hold
93
﹤0.01% 417
2017
Q1
$3K Hold
93
﹤0.01% 423
2016
Q4
$3K Sell
93
-6,828
-99% -$220K ﹤0.01% 443
2016
Q3
$212K Buy
6,921
+6,828
+7,342% +$209K 0.03% 213
2016
Q2
$2K Hold
93
﹤0.01% 474
2016
Q1
$2K Hold
93
﹤0.01% 493
2015
Q4
$2K Hold
93
﹤0.01% 474
2015
Q3
$2K Hold
93
﹤0.01% 475
2015
Q2
$2K Hold
93
﹤0.01% 481
2015
Q1
$2K Hold
93
﹤0.01% 486
2014
Q4
$2K Hold
93
﹤0.01% 501
2014
Q3
$2K Hold
93
﹤0.01% 536
2014
Q2
$2K Hold
93
﹤0.01% 469
2014
Q1
$2K Hold
93
﹤0.01% 440
2013
Q4
$2K Hold
93
﹤0.01% 406
2013
Q3
$2K Hold
93
﹤0.01% 391
2013
Q2
$2K Buy
+93
New +$2K ﹤0.01% 348