Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.9K Sell
633
-175
-22% -$13.3K ﹤0.01% 412
2025
Q1
$60.6K Sell
808
-10
-1% -$750 ﹤0.01% 371
2024
Q4
$62.5K Sell
818
-61
-7% -$4.66K ﹤0.01% 373
2024
Q3
$68.6K Buy
879
+1
+0.1% +$78 ﹤0.01% 348
2024
Q2
$62.7K Buy
878
+55
+7% +$3.93K ﹤0.01% 352
2024
Q1
$66.8K Sell
823
-129
-14% -$10.5K 0.01% 336
2023
Q4
$69.6K Hold
952
0.01% 332
2023
Q3
$62.9K Hold
952
0.01% 337
2023
Q2
$70.6K Sell
952
-700
-42% -$51.9K 0.01% 323
2023
Q1
$128K Sell
1,652
-1,239
-43% -$95.7K 0.01% 254
2022
Q4
$221K Hold
2,891
0.02% 201
2022
Q3
$204K Buy
2,891
+134
+5% +$9.46K 0.02% 193
2022
Q2
$234K Buy
2,757
+200
+8% +$17K 0.02% 171
2022
Q1
$209K Buy
+2,557
New +$209K 0.02% 193
2021
Q4
Sell
-2,580
Closed -$203K 610
2021
Q3
$203K Buy
2,580
+133
+5% +$10.5K 0.02% 180
2021
Q2
$190K Buy
2,447
+1,939
+382% +$151K 0.02% 176
2021
Q1
$40K Sell
508
-46
-8% -$3.62K ﹤0.01% 294
2020
Q4
$41K Hold
554
﹤0.01% 264
2020
Q3
$34K Hold
554
﹤0.01% 271
2020
Q2
$30K Hold
554
﹤0.01% 264
2020
Q1
$25K Hold
554
﹤0.01% 284
2019
Q4
$47K Hold
554
0.01% 250
2019
Q3
$44K Buy
554
+175
+46% +$13.9K 0.01% 250
2019
Q2
$27K Hold
379
﹤0.01% 291
2019
Q1
$25K Sell
379
-190
-33% -$12.5K ﹤0.01% 283
2018
Q4
$36K Buy
569
+1
+0.2% +$63 0.01% 240
2018
Q3
$42K Buy
568
+1
+0.2% +$74 0.01% 231
2018
Q2
$39K Buy
567
+1
+0.2% +$69 0.01% 232
2018
Q1
$34K Buy
566
+1
+0.2% +$60 0.01% 245
2017
Q4
$34K Buy
565
+1
+0.2% +$60 0.01% 256
2017
Q3
$30K Buy
564
+1
+0.2% +$53 0.01% 276
2017
Q2
$28K Buy
563
+1
+0.2% +$50 0.01% 279
2017
Q1
$29K Sell
562
-278
-33% -$14.3K 0.01% 284
2016
Q4
$47K Buy
840
+1
+0.1% +$56 0.01% 212
2016
Q3
$41K Buy
839
+1
+0.1% +$49 0.01% 219
2016
Q2
$43K Buy
838
+1
+0.1% +$51 0.01% 235
2016
Q1
$39K Buy
837
+1
+0.1% +$47 0.01% 209
2015
Q4
$34K Buy
836
+47
+6% +$1.91K 0.01% 212
2015
Q3
$31K Buy
789
+2
+0.3% +$79 0.01% 218
2015
Q2
$28K Buy
787
+4
+0.5% +$142 0.01% 234
2015
Q1
$30K Buy
783
+3
+0.4% +$115 0.01% 236
2014
Q4
$31K Buy
780
+4
+0.5% +$159 0.01% 212
2014
Q3
$28K Buy
776
+3
+0.4% +$108 0.01% 222
2014
Q2
$28K Buy
773
+4
+0.5% +$145 0.01% 218
2014
Q1
$28K Buy
769
+3
+0.4% +$109 0.01% 229
2013
Q4
$28K Sell
766
-62
-7% -$2.27K 0.01% 204
2013
Q3
$30K Buy
828
+69
+9% +$2.5K 0.02% 206
2013
Q2
$27K Buy
+759
New +$27K 0.02% 195