Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.1K Hold
216
﹤0.01% 465
2025
Q1
$14.1K Hold
216
﹤0.01% 489
2024
Q4
$18.4K Sell
216
-12
-5% -$1.02K ﹤0.01% 469
2024
Q3
$17.8K Buy
228
+67
+42% +$5.23K ﹤0.01% 464
2024
Q2
$9.34K Buy
161
+64
+66% +$3.71K ﹤0.01% 496
2024
Q1
$6.5K Sell
97
-1,208
-93% -$80.9K ﹤0.01% 511
2023
Q4
$80.1K Sell
1,305
-50
-4% -$3.07K 0.01% 279
2023
Q3
$79.2K Sell
1,355
-1,758
-56% -$103K 0.01% 251
2023
Q2
$208K Sell
3,113
-1,153
-27% -$76.9K 0.02% 163
2023
Q1
$324K Hold
4,266
0.03% 134
2022
Q4
$304K Sell
4,266
-6,906
-62% -$492K 0.03% 126
2022
Q3
$961K Sell
11,172
-24
-0.2% -$2.06K 0.11% 64
2022
Q2
$782K Buy
11,196
+2,260
+25% +$158K 0.08% 74
2022
Q1
$1.03M Buy
8,936
+5,583
+167% +$645K 0.09% 72
2021
Q4
$633K Buy
3,353
+50
+2% +$9.44K 0.05% 92
2021
Q3
$860K Buy
3,303
+464
+16% +$121K 0.08% 72
2021
Q2
$828K Sell
2,839
-1,103
-28% -$322K 0.08% 74
2021
Q1
$957K Sell
3,942
-81
-2% -$19.7K 0.11% 68
2020
Q4
$942K Sell
4,023
-303
-7% -$70.9K 0.12% 63
2020
Q3
$852K Sell
4,326
-50
-1% -$9.85K 0.14% 61
2020
Q2
$762K Buy
4,376
+36
+0.8% +$6.27K 0.14% 61
2020
Q1
$416K Buy
4,340
+1,510
+53% +$145K 0.1% 78
2019
Q4
$316K Buy
2,830
+1,014
+56% +$113K 0.06% 120
2019
Q3
$188K Buy
1,816
+25
+1% +$2.59K 0.04% 157
2019
Q2
$205K Sell
1,791
-16
-0.9% -$1.83K 0.04% 167
2019
Q1
$188K Buy
1,807
+19
+1% +$1.98K 0.04% 177
2018
Q4
$150K Buy
1,788
+400
+29% +$33.6K 0.03% 182
2018
Q3
$122K Buy
1,388
+4
+0.3% +$352 0.02% 209
2018
Q2
$115K Sell
1,384
-33
-2% -$2.74K 0.02% 203
2018
Q1
$106K Buy
1,417
+13
+0.9% +$972 0.03% 202
2017
Q4
$106K Buy
1,404
+159
+13% +$12K 0.02% 213
2017
Q3
$77K Hold
1,245
0.02% 246
2017
Q2
$67K Sell
1,245
-42
-3% -$2.26K 0.02% 259
2017
Q1
$55K Sell
1,287
-50
-4% -$2.14K 0.02% 266
2016
Q4
$53K Buy
1,337
+85
+7% +$3.37K 0.02% 262
2016
Q3
$51K Hold
1,252
0.02% 251
2016
Q2
$47K Buy
1,252
+125
+11% +$4.69K 0.02% 258
2016
Q1
$43K Buy
1,127
+1,000
+787% +$38.2K 0.02% 225
2015
Q4
$5K Buy
127
+53
+72% +$2.09K ﹤0.01% 416
2015
Q3
$2K Buy
+74
New +$2K ﹤0.01% 407