Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.1K Buy
29
+23
+383% +$16K ﹤0.01% 379
2025
Q1
$4.04K Sell
6
-43
-88% -$28.9K ﹤0.01% 464
2024
Q4
$27.9K Sell
49
-9
-16% -$5.13K ﹤0.01% 325
2024
Q3
$28.7K Hold
58
﹤0.01% 381
2024
Q2
$33.9K Sell
58
-13
-18% -$7.59K ﹤0.01% 456
2024
Q1
$38.1K Sell
71
-1
-1% -$537 ﹤0.01% 419
2023
Q4
$33.3K Hold
72
﹤0.01% 389
2023
Q3
$31.3K Sell
72
-2
-3% -$870 ﹤0.01% 401
2023
Q2
$31.6K Sell
74
-95
-56% -$40.6K ﹤0.01% 407
2023
Q1
$60.2K Hold
169
﹤0.01% 318
2022
Q4
$63.4K Hold
169
﹤0.01% 323
2022
Q3
$57K Hold
169
﹤0.01% 344
2022
Q2
$55K Buy
169
+71
+72% +$23.1K ﹤0.01% 352
2022
Q1
$30K Hold
98
﹤0.01% 401
2021
Q4
$24K Hold
98
﹤0.01% 411
2021
Q3
$20K Buy
+98
New +$20K ﹤0.01% 426
2021
Q1
Sell
-17
Closed -$3K 714
2020
Q4
$3K Hold
17
﹤0.01% 639
2020
Q3
$3K Hold
17
﹤0.01% 556
2020
Q2
$3K Hold
17
﹤0.01% 511
2020
Q1
$2K Buy
+17
New +$2K ﹤0.01% 550
2019
Q3
Sell
-64
Closed -$9K 652
2019
Q2
$9K Sell
64
-116
-64% -$16.3K ﹤0.01% 618
2019
Q1
$21K Sell
180
-62
-26% -$7.23K ﹤0.01% 387
2018
Q4
$27K Hold
242
﹤0.01% 364
2018
Q3
$32K Hold
242
﹤0.01% 373
2018
Q2
$32K Hold
242
﹤0.01% 357
2018
Q1
$34K Sell
242
-361
-60% -$50.7K ﹤0.01% 354
2017
Q4
$94K Hold
603
0.01% 255
2017
Q3
$93K Sell
603
-238
-28% -$36.7K 0.01% 251
2017
Q2
$138K Sell
841
-58
-6% -$9.52K 0.01% 221
2017
Q1
$133K Sell
899
-55
-6% -$8.14K 0.01% 211
2016
Q4
$134K Buy
954
+129
+16% +$18.1K 0.02% 206
2016
Q3
$138K Buy
825
+120
+17% +$20.1K 0.02% 209
2016
Q2
$132K Sell
705
-113
-14% -$21.2K 0.01% 211
2016
Q1
$129K Sell
818
-129
-14% -$20.3K 0.01% 208
2015
Q4
$187K Sell
947
-434
-31% -$85.7K 0.02% 183
2015
Q3
$256K Hold
1,381
0.03% 167
2015
Q2
$310K Buy
1,381
+1,213
+722% +$272K 0.04% 168
2015
Q1
$38K Buy
168
+128
+320% +$29K ﹤0.01% 299
2014
Q4
$8K Hold
40
﹤0.01% 498
2014
Q3
$8K Buy
+40
New +$8K ﹤0.01% 502