Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.1K Buy
283
+61
+27% +$9.29K ﹤0.01% 304
2025
Q1
$32.6K Buy
222
+187
+534% +$27.5K ﹤0.01% 279
2024
Q4
$4.55K Buy
+35
New +$4.55K ﹤0.01% 378
2024
Q3
Hold
0
-$22 324
2024
Q2
Sell
-10
Closed -$871 339
2024
Q1
$871 Sell
10
-73
-88% -$6.36K ﹤0.01% 370
2023
Q4
$7.54K Sell
83
-17
-17% -$1.55K ﹤0.01% 293
2023
Q3
$7.86K Sell
100
-27
-21% -$2.12K ﹤0.01% 327
2023
Q2
$10.6K Sell
127
-40
-24% -$3.34K ﹤0.01% 336
2023
Q1
$14.7K Buy
167
+37
+28% +$3.26K ﹤0.01% 305
2022
Q4
$13.1K Sell
130
-249
-66% -$25K ﹤0.01% 266
2022
Q3
$35K Sell
379
-28,880
-99% -$2.67M ﹤0.01% 192
2022
Q2
$3.17M Buy
29,259
+2,917
+11% +$316K 0.41% 84
2022
Q1
$3.28M Buy
26,342
+3,036
+13% +$378K 0.35% 91
2021
Q4
$3.46M Buy
23,306
+2,499
+12% +$371K 0.37% 82
2021
Q3
$3.05M Buy
20,807
+1,122
+6% +$165K 0.36% 78
2021
Q2
$3.27M Buy
19,685
+1,234
+7% +$205K 0.39% 70
2021
Q1
$2.97M Buy
18,451
+693
+4% +$112K 0.39% 72
2020
Q4
$2.6M Buy
17,758
+403
+2% +$58.9K 0.36% 73
2020
Q3
$2.32M Buy
17,355
+1,046
+6% +$140K 0.37% 72
2020
Q2
$2.13M Buy
16,309
+491
+3% +$64K 0.36% 57
2020
Q1
$1.81M Buy
15,818
+646
+4% +$73.7K 0.33% 65
2019
Q4
$2.24M Buy
15,172
+1,127
+8% +$166K 0.37% 53
2019
Q3
$1.93M Buy
14,045
+13,915
+10,704% +$1.91M 0.35% 56
2019
Q2
$19K Buy
130
+80
+160% +$11.7K ﹤0.01% 215
2019
Q1
$9K Hold
50
﹤0.01% 249
2018
Q4
$8K Hold
50
﹤0.01% 239
2018
Q3
$9K Hold
50
﹤0.01% 248
2018
Q2
$8K Hold
50
﹤0.01% 242
2018
Q1
$9K Sell
50
-6
-11% -$1.08K ﹤0.01% 237
2017
Q4
$11K Sell
56
-29
-34% -$5.7K ﹤0.01% 227
2017
Q3
$15K Hold
85
﹤0.01% 191
2017
Q2
$15K Hold
85
﹤0.01% 179
2017
Q1
$14K Hold
85
﹤0.01% 182
2016
Q4
$13K Hold
85
﹤0.01% 196
2016
Q3
$13K Hold
85
﹤0.01% 239
2016
Q2
$12K Buy
85
+20
+31% +$2.82K ﹤0.01% 247
2016
Q1
$9K Hold
65
﹤0.01% 298
2015
Q4
$8K Buy
65
+5
+8% +$615 ﹤0.01% 245
2015
Q3
$7K Hold
60
﹤0.01% 239
2015
Q2
$8K Buy
+60
New +$8K ﹤0.01% 248