Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.2K Buy
690
+300
+77% +$9.65K ﹤0.01% 374
2025
Q1
$13.2K Hold
390
﹤0.01% 412
2024
Q4
$11.5K Hold
390
﹤0.01% 391
2024
Q3
$12.2K Sell
390
-50
-11% -$1.57K ﹤0.01% 458
2024
Q2
$15.9K Hold
440
﹤0.01% 523
2024
Q1
$16.6K Hold
440
﹤0.01% 490
2023
Q4
$15.6K Sell
440
-164
-27% -$5.81K ﹤0.01% 459
2023
Q3
$23.4K Buy
604
+139
+30% +$5.38K ﹤0.01% 435
2023
Q2
$16.4K Sell
465
-198
-30% -$6.99K ﹤0.01% 465
2023
Q1
$25.2K Hold
663
﹤0.01% 397
2022
Q4
$23.2K Sell
663
-3,043
-82% -$106K ﹤0.01% 417
2022
Q3
$106K Buy
3,706
+3,464
+1,431% +$99.1K 0.01% 281
2022
Q2
$7K Hold
242
﹤0.01% 493
2022
Q1
$7K Sell
242
-164
-40% -$4.74K ﹤0.01% 510
2021
Q4
$11K Hold
406
﹤0.01% 472
2021
Q3
$11K Sell
406
-328
-45% -$8.89K ﹤0.01% 493
2021
Q2
$19K Hold
734
﹤0.01% 429
2021
Q1
$18K Sell
734
-246
-25% -$6.03K ﹤0.01% 417
2020
Q4
$20K Hold
980
﹤0.01% 447
2020
Q3
$17K Hold
980
﹤0.01% 422
2020
Q2
$23K Hold
980
﹤0.01% 374
2020
Q1
$24K Hold
980
﹤0.01% 360
2019
Q4
$37K Sell
980
-382
-28% -$14.4K ﹤0.01% 347
2019
Q3
$52K Sell
1,362
-414
-23% -$15.8K ﹤0.01% 323
2019
Q2
$73K Buy
1,776
+467
+36% +$19.2K 0.01% 315
2019
Q1
$57K Sell
1,309
-19
-1% -$827 0.01% 309
2018
Q4
$49K Sell
1,328
-20
-1% -$738 0.01% 322
2018
Q3
$59K Buy
1,348
+481
+55% +$21.1K 0.01% 314
2018
Q2
$37K Sell
867
-65
-7% -$2.77K ﹤0.01% 337
2018
Q1
$35K Buy
932
+613
+192% +$23K ﹤0.01% 352
2017
Q4
$13K Sell
319
-5
-2% -$204 ﹤0.01% 441
2017
Q3
$11K Sell
324
-5
-2% -$170 ﹤0.01% 460
2017
Q2
$10K Sell
329
-6
-2% -$182 ﹤0.01% 488
2017
Q1
$10K Sell
335
-6
-2% -$179 ﹤0.01% 491
2016
Q4
$11K Sell
341
-6
-2% -$194 ﹤0.01% 489
2016
Q3
$10K Hold
347
﹤0.01% 466
2016
Q2
$10K Sell
347
-6
-2% -$173 ﹤0.01% 412
2016
Q1
$9K Buy
353
+6
+2% +$153 ﹤0.01% 419
2015
Q4
$9K Hold
347
﹤0.01% 408
2015
Q3
$9K Hold
347
﹤0.01% 459
2015
Q2
$11K Buy
347
+55
+19% +$1.74K ﹤0.01% 429
2015
Q1
$9K Hold
292
﹤0.01% 451
2014
Q4
$9K Sell
292
-4
-1% -$123 ﹤0.01% 482
2014
Q3
$11K Hold
296
﹤0.01% 452
2014
Q2
$12K Sell
296
-237
-44% -$9.61K ﹤0.01% 431
2014
Q1
$21K Hold
533
﹤0.01% 340
2013
Q4
$21K Sell
533
-1,094
-67% -$43.1K ﹤0.01% 351
2013
Q3
$56K Hold
1,627
0.01% 284
2013
Q2
$56K Buy
+1,627
New +$56K 0.01% 292