Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.9K Buy
303
+102
+51% +$7.73K ﹤0.01% 449
2025
Q1
$15.1K Buy
201
+161
+403% +$12.1K ﹤0.01% 432
2024
Q4
$3.06K Buy
+40
New +$3.06K ﹤0.01% 447
2023
Q3
Sell
-180
Closed -$13.4K 883
2023
Q2
$13.4K Buy
180
+150
+500% +$11.1K ﹤0.01% 310
2023
Q1
$2.32K Buy
+30
New +$2.32K ﹤0.01% 557
2021
Q3
Sell
-25
Closed -$2K 393
2021
Q2
$2K Hold
25
﹤0.01% 330
2021
Q1
$2K Hold
25
﹤0.01% 310
2020
Q4
$2K Hold
25
﹤0.01% 315
2020
Q3
$2K Sell
25
-38
-60% -$3.04K ﹤0.01% 304
2020
Q2
$3K Buy
63
+38
+152% +$1.81K ﹤0.01% 299
2020
Q1
$1K Sell
25
-420
-94% -$16.8K ﹤0.01% 338
2019
Q4
$38K Buy
445
+420
+1,680% +$35.9K 0.01% 181
2019
Q3
$2K Buy
+25
New +$2K ﹤0.01% 257
2019
Q2
Sell
-16
Closed -$1K 372
2019
Q1
$1K Hold
16
﹤0.01% 323
2018
Q4
$1K Hold
16
﹤0.01% 317
2018
Q3
$1K Hold
16
﹤0.01% 312
2018
Q2
$1K Hold
16
﹤0.01% 297
2018
Q1
$1K Sell
16
-16
-50% -$1K ﹤0.01% 328
2017
Q4
$2K Sell
32
-33
-51% -$2.06K ﹤0.01% 317
2017
Q3
$3K Hold
65
﹤0.01% 302
2017
Q2
$3K Hold
65
﹤0.01% 292
2017
Q1
$3K Hold
65
﹤0.01% 299
2016
Q4
$4K Buy
65
+1
+2% +$62 ﹤0.01% 275
2016
Q3
$3K Sell
64
-22,622
-100% -$1.06M ﹤0.01% 411
2016
Q2
$1.15M Buy
22,686
+2,926
+15% +$148K 0.27% 50
2016
Q1
$923K Sell
19,760
-3,936
-17% -$184K 0.26% 54
2015
Q4
$972K Buy
23,696
+1,889
+9% +$77.5K 0.27% 47
2015
Q3
$850K Sell
21,807
-266
-1% -$10.4K 0.25% 50
2015
Q2
$797K Buy
22,073
+1,276
+6% +$46.1K 0.24% 59
2015
Q1
$785K Buy
20,797
+1,197
+6% +$45.2K 0.24% 53
2014
Q4
$778K Buy
19,600
+1,604
+9% +$63.7K 0.26% 56
2014
Q3
$683K Buy
17,996
+1,978
+12% +$75.1K 0.24% 70
2014
Q2
$600K Sell
16,018
-91
-0.6% -$3.41K 0.22% 70
2014
Q1
$582K Buy
16,109
+94
+0.6% +$3.4K 0.23% 66
2013
Q4
$578K Buy
16,015
+1,488
+10% +$53.7K 0.28% 48
2013
Q3
$462K Buy
14,527
+1,172
+9% +$37.3K 0.22% 58
2013
Q2
$456K Buy
+13,355
New +$456K 0.23% 60