Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.8K Buy
134
+22
+20% +$7.85K ﹤0.01% 376
2025
Q1
$44.7K Buy
112
+59
+111% +$23.5K ﹤0.01% 407
2024
Q4
$19K Sell
53
-4
-7% -$1.44K ﹤0.01% 547
2024
Q3
$19.7K Hold
57
﹤0.01% 496
2024
Q2
$16.7K Buy
57
+11
+24% +$3.23K ﹤0.01% 554
2024
Q1
$15.4K Buy
+46
New +$15.4K ﹤0.01% 484
2023
Q4
Sell
-508
Closed -$165K 467
2023
Q3
$165K Buy
+508
New +$165K 0.01% 328
2023
Q1
Sell
-26
Closed -$7.8K 612
2022
Q4
$7.8K Sell
26
-3,015
-99% -$905K ﹤0.01% 663
2022
Q3
$815K Buy
3,041
+121
+4% +$32.4K 0.05% 294
2022
Q2
$788K Buy
2,920
+212
+8% +$57.2K 0.05% 305
2022
Q1
$882K Buy
+2,708
New +$882K 0.04% 281
2021
Q4
Sell
-2,095
Closed -$599K 1192
2021
Q3
$599K Buy
2,095
+75
+4% +$21.4K 0.03% 372
2021
Q2
$482K Buy
2,020
+202
+11% +$48.2K 0.02% 519
2021
Q1
$418K Buy
1,818
+526
+41% +$121K 0.02% 542
2020
Q4
$273K Buy
1,292
+415
+47% +$87.7K 0.06% 255
2020
Q3
$181K Buy
877
+123
+16% +$25.4K 0.01% 634
2020
Q2
$145K Buy
754
+469
+165% +$90.2K 0.01% 671
2020
Q1
$47K Buy
285
+119
+72% +$19.6K ﹤0.01% 933
2019
Q4
$35K Buy
166
+46
+38% +$9.7K ﹤0.01% 1149
2019
Q3
$23K Buy
120
+6
+5% +$1.15K ﹤0.01% 1251
2019
Q2
$22K Buy
+114
New +$22K ﹤0.01% 1197
2017
Q1
Sell
-18,895
Closed -$2.11M 1650
2016
Q4
$2.11M Buy
18,895
+2,389
+14% +$266K 0.2% 126
2016
Q3
$1.86M Buy
+16,506
New +$1.86M 0.16% 146