Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.7K Buy
284
+35
+14% +$4.4K ﹤0.01% 535
2025
Q1
$34.1K Sell
249
-441
-64% -$60.3K ﹤0.01% 528
2024
Q4
$106K Buy
690
+25
+4% +$3.82K 0.01% 419
2024
Q3
$129K Buy
+665
New +$129K 0.01% 412
2023
Q3
Sell
-829
Closed -$236K 313
2023
Q2
$236K Buy
829
+54
+7% +$15.4K 0.03% 237
2023
Q1
$215K Sell
775
-129
-14% -$35.9K 0.03% 241
2022
Q4
$250K Hold
904
0.04% 222
2022
Q3
$241K Buy
+904
New +$241K 0.04% 207
2021
Q4
Sell
-905
Closed -$256K 248
2021
Q3
$256K Sell
905
-25
-3% -$7.07K 0.04% 220
2021
Q2
$322K Hold
930
0.04% 200
2021
Q1
$260K Buy
930
+40
+4% +$11.2K 0.04% 208
2020
Q4
$218K Buy
+890
New +$218K 0.03% 214
2020
Q2
Sell
-769
Closed -$243K 213
2020
Q1
$243K Buy
769
+80
+12% +$25.3K 0.05% 185
2019
Q4
$205K Buy
+689
New +$205K 0.03% 219
2019
Q3
Sell
-879
Closed -$205K 191
2019
Q2
$205K Hold
879
0.04% 184
2019
Q1
$208K Sell
879
-180
-17% -$42.6K 0.04% 178
2018
Q4
$319K Sell
1,059
-104
-9% -$31.3K 0.05% 163
2018
Q3
$411K Hold
1,163
0.07% 152
2018
Q2
$337K Hold
1,163
0.06% 155
2018
Q1
$319K Sell
1,163
-3,492
-75% -$958K 0.05% 164
2017
Q4
$1.48M Sell
4,655
-214
-4% -$68.2K 0.23% 99
2017
Q3
$1.52M Buy
4,869
+4,050
+495% +$1.27M 0.24% 99
2017
Q2
$222K Hold
819
0.04% 190
2017
Q1
$224K Buy
819
+40
+5% +$10.9K 0.04% 195
2016
Q4
$221K Buy
779
+20
+3% +$5.67K 0.04% 190
2016
Q3
$237K Buy
+759
New +$237K 0.04% 189