Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.6K Buy
163
+27
+20% +$3.74K ﹤0.01% 427
2025
Q1
$21.7K Sell
136
-1
-0.7% -$160 ﹤0.01% 419
2024
Q4
$18.2K Sell
137
-4
-3% -$532 ﹤0.01% 443
2024
Q3
$19.1K Sell
141
-4
-3% -$543 ﹤0.01% 433
2024
Q2
$21.4K Sell
145
-5
-3% -$738 ﹤0.01% 409
2024
Q1
$22.9K Buy
150
+9
+6% +$1.37K ﹤0.01% 401
2023
Q4
$20.3K Buy
141
+2
+1% +$288 ﹤0.01% 416
2023
Q3
$21.3K Buy
139
+9
+7% +$1.38K ﹤0.01% 382
2023
Q2
$17.7K Sell
130
-54
-29% -$7.34K ﹤0.01% 427
2023
Q1
$24.4K Buy
184
+102
+124% +$13.5K ﹤0.01% 371
2022
Q4
$11.6K Buy
82
+1
+1% +$142 ﹤0.01% 434
2022
Q3
$9K Buy
81
+31
+62% +$3.44K ﹤0.01% 472
2022
Q2
$5K Sell
50
-1
-2% -$100 ﹤0.01% 559
2022
Q1
$5K Buy
51
+3
+6% +$294 ﹤0.01% 593
2021
Q4
$4K Buy
48
+8
+20% +$667 ﹤0.01% 615
2021
Q3
$3K Sell
40
-5
-11% -$375 ﹤0.01% 638
2021
Q2
$4K Buy
45
+35
+350% +$3.11K ﹤0.01% 527
2021
Q1
$1K Buy
+10
New +$1K ﹤0.01% 373
2020
Q2
Sell
-33
Closed -$1K 307
2020
Q1
$1K Sell
33
-41
-55% -$1.24K ﹤0.01% 327
2019
Q4
$5K Sell
74
-33
-31% -$2.23K ﹤0.01% 284
2019
Q3
$6K Buy
107
+33
+45% +$1.85K ﹤0.01% 274
2019
Q2
$5K Buy
74
+52
+236% +$3.51K ﹤0.01% 279
2019
Q1
$1K Buy
+22
New +$1K ﹤0.01% 341
2015
Q3
Sell
-1,871
Closed -$125K 327
2015
Q2
$125K Buy
1,871
+879
+89% +$58.7K 0.05% 115
2015
Q1
$67K Buy
992
+333
+51% +$22.5K 0.03% 148
2014
Q4
$49K Buy
+659
New +$49K 0.02% 159