Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1K Sell
4
-9
-69% -$2.47K ﹤0.01% 830
2025
Q1
$4.54K Sell
13
-3
-19% -$1.05K ﹤0.01% 781
2024
Q4
$7.29K Buy
16
+11
+220% +$5.01K ﹤0.01% 769
2024
Q3
$2.19K Sell
5
-13
-72% -$5.68K ﹤0.01% 824
2024
Q2
$8.54K Buy
18
+13
+260% +$6.17K ﹤0.01% 679
2024
Q1
$2.93K Buy
+5
New +$2.93K ﹤0.01% 697
2022
Q4
Sell
-24
Closed -$5K 1761
2022
Q3
$5K Sell
24
-8
-25% -$1.67K ﹤0.01% 1586
2022
Q2
$6K Sell
32
-190
-86% -$35.6K ﹤0.01% 1599
2022
Q1
$54K Buy
+222
New +$54K ﹤0.01% 952
2021
Q4
Sell
-620
Closed -$147K 2117
2021
Q3
$147K Buy
620
+580
+1,450% +$138K 0.01% 800
2021
Q2
$8K Sell
40
-1,341
-97% -$268K ﹤0.01% 1792
2021
Q1
$317K Buy
1,381
+1,370
+12,455% +$314K 0.02% 615
2020
Q4
$2K Sell
11
-468
-98% -$85.1K ﹤0.01% 1527
2020
Q3
$61K Sell
479
-2,525
-84% -$322K ﹤0.01% 920
2020
Q2
$333K Buy
3,004
+2,871
+2,159% +$318K 0.02% 468
2020
Q1
$10K Sell
133
-1,082
-89% -$81.4K ﹤0.01% 1525
2019
Q4
$114K Buy
+1,215
New +$114K 0.01% 754
2019
Q1
Sell
-743
Closed -$41K 1830
2018
Q4
$41K Hold
743
﹤0.01% 870
2018
Q3
$57K Sell
743
-4,062
-85% -$312K ﹤0.01% 756
2018
Q2
$388K Buy
4,805
+3,427
+249% +$277K 0.03% 402
2018
Q1
$103K Sell
1,378
-728
-35% -$54.4K 0.01% 541
2017
Q4
$149K Buy
2,106
+226
+12% +$16K 0.01% 506
2017
Q3
$117K Buy
1,880
+1,838
+4,376% +$114K 0.01% 541
2017
Q2
$2K Buy
+42
New +$2K ﹤0.01% 1422