Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314 Sell
33
-473
-93% -$4.5K ﹤0.01% 3345
2025
Q1
$4.79K Hold
506
﹤0.01% 2682
2024
Q4
$4.83K Buy
506
+191
+61% +$1.82K ﹤0.01% 2636
2024
Q3
$3.18K Buy
315
+282
+855% +$2.84K ﹤0.01% 2746
2024
Q2
$253 Sell
33
-1,526
-98% -$11.7K ﹤0.01% 3161
2024
Q1
$14.2K Sell
1,559
-1,028
-40% -$9.34K ﹤0.01% 2154
2023
Q4
$28.3K Buy
2,587
+907
+54% +$9.93K ﹤0.01% 1731
2023
Q3
$21.1K Buy
1,680
+203
+14% +$2.55K ﹤0.01% 1805
2023
Q2
$19.4K Sell
1,477
-505
-25% -$6.62K ﹤0.01% 1872
2023
Q1
$39.8K Buy
1,982
+73
+4% +$1.46K ﹤0.01% 1490
2022
Q4
$36.5K Buy
1,909
+303
+19% +$5.79K ﹤0.01% 1422
2022
Q3
$27K Buy
1,606
+1,082
+206% +$18.2K ﹤0.01% 1538
2022
Q2
$12K Buy
524
+72
+16% +$1.65K ﹤0.01% 1900
2022
Q1
$11K Sell
452
-376
-45% -$9.15K ﹤0.01% 1981
2021
Q4
$26K Buy
828
+636
+331% +$20K ﹤0.01% 1653
2021
Q3
$9K Buy
192
+79
+70% +$3.7K ﹤0.01% 2120
2021
Q2
$6K Sell
113
-128
-53% -$6.8K ﹤0.01% 2229
2021
Q1
$12K Buy
241
+21
+10% +$1.05K ﹤0.01% 1836
2020
Q4
$9K Hold
220
﹤0.01% 1826
2020
Q3
$8K Sell
220
-191
-46% -$6.95K ﹤0.01% 1831
2020
Q2
$13K Sell
411
-356
-46% -$11.3K ﹤0.01% 1612
2020
Q1
$25K Buy
767
+529
+222% +$17.2K ﹤0.01% 1210
2019
Q4
$11K Buy
238
+51
+27% +$2.36K ﹤0.01% 1691
2019
Q3
$8K Buy
+187
New +$8K ﹤0.01% 1763
2018
Q4
Sell
-46
Closed -$3K 2320
2018
Q3
$3K Sell
46
-20
-30% -$1.3K ﹤0.01% 1937
2018
Q2
$5K Buy
66
+64
+3,200% +$4.85K ﹤0.01% 1622
2018
Q1
$0 Sell
2
-3
-60% ﹤0.01% 2194
2017
Q4
$1K Hold
5
﹤0.01% 2016
2017
Q3
$1K Buy
5
+3
+150% +$600 ﹤0.01% 2021
2017
Q2
$0 Buy
+2
New ﹤0.01% 2232