Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.4K Hold
291
0.04% 95
2025
Q1
$75.4K Sell
291
-24
-8% -$6.22K 0.03% 105
2024
Q4
$127K Buy
315
+109
+53% +$44K 0.05% 72
2024
Q3
$53.9K Hold
206
0.02% 120
2024
Q2
$40.8K Buy
206
+15
+8% +$2.97K 0.02% 139
2024
Q1
$33.6K Hold
191
0.02% 136
2023
Q4
$47.5K Hold
191
0.02% 113
2023
Q3
$47.8K Sell
191
-105
-35% -$26.3K 0.03% 106
2023
Q2
$77.5K Sell
296
-1
-0.3% -$262 0.04% 90
2023
Q1
$61.6K Sell
297
-12
-4% -$2.49K 0.03% 90
2022
Q4
$38.1K Hold
309
0.02% 117
2022
Q3
$82K Hold
309
0.05% 75
2022
Q2
$69K Hold
309
0.04% 76
2022
Q1
$111K Hold
309
0.05% 68
2021
Q4
$109K Buy
309
+174
+129% +$61.4K 0.05% 66
2021
Q3
$35K Hold
135
0.02% 111
2021
Q2
$31K Buy
135
+3
+2% +$689 0.01% 115
2021
Q1
$29K Hold
132
0.01% 115
2020
Q4
$31K Buy
+132
New +$31K 0.02% 109
2020
Q2
Sell
-375
Closed -$13K 316
2020
Q1
$13K Buy
375
+300
+400% +$10.4K 0.01% 131
2019
Q4
$2K Sell
75
-75
-50% -$2K ﹤0.01% 252
2019
Q3
$2K Hold
150
﹤0.01% 244
2019
Q2
$2K Hold
150
﹤0.01% 260
2019
Q1
$2K Hold
150
﹤0.01% 233
2018
Q4
$3K Hold
150
﹤0.01% 201
2018
Q3
$3K Sell
150
-1,065
-88% -$21.3K ﹤0.01% 246
2018
Q2
$28K Hold
1,215
0.02% 92
2018
Q1
$22K Hold
1,215
0.01% 108
2017
Q4
$25K Hold
1,215
0.02% 103
2017
Q3
$28K Buy
1,215
+150
+14% +$3.46K 0.02% 94
2017
Q2
$26K Sell
1,065
-300
-22% -$7.32K 0.02% 85
2017
Q1
$25K Hold
1,365
0.02% 85
2016
Q4
$19K Buy
1,365
+345
+34% +$4.8K 0.01% 99
2016
Q3
$14K Sell
1,020
-300
-23% -$4.12K 0.01% 125
2016
Q2
$19K Hold
1,320
0.01% 99
2016
Q1
$20K Hold
1,320
0.01% 93
2015
Q4
$21K Hold
1,320
0.01% 83
2015
Q3
$22K Hold
1,320
0.02% 84
2015
Q2
$24K Buy
1,320
+570
+76% +$10.4K 0.02% 95
2015
Q1
$9K Hold
750
0.01% 134
2014
Q4
$11K Buy
+750
New +$11K 0.01% 125