Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$52.5K Buy
1,555
+328
+27% +$11.1K ﹤0.01% 565
2024
Q4
$36.3K Sell
1,227
-24
-2% -$709 ﹤0.01% 645
2024
Q3
$39.3K Buy
1,251
+24
+2% +$753 ﹤0.01% 633
2024
Q2
$44.3K Hold
1,227
﹤0.01% 612
2024
Q1
$46.2K Buy
1,227
+32
+3% +$1.21K ﹤0.01% 599
2023
Q4
$42.3K Hold
1,195
﹤0.01% 596
2023
Q3
$46.3K Sell
1,195
-238
-17% -$9.22K ﹤0.01% 556
2023
Q2
$50.6K Buy
1,433
+328
+30% +$11.6K ﹤0.01% 546
2023
Q1
$41.9K Buy
1,105
+105
+11% +$3.98K ﹤0.01% 558
2022
Q4
$34.9K Hold
1,000
﹤0.01% 593
2022
Q3
$29K Hold
1,000
﹤0.01% 604
2022
Q2
$28K Hold
1,000
﹤0.01% 631
2022
Q1
$29K Hold
1,000
﹤0.01% 644
2021
Q4
$27K Sell
1,000
-707
-41% -$19.1K ﹤0.01% 696
2021
Q3
$47K Hold
1,707
﹤0.01% 566
2021
Q2
$45K Hold
1,707
﹤0.01% 588
2021
Q1
$42K Sell
1,707
-185
-10% -$4.55K ﹤0.01% 538
2020
Q4
$39K Buy
1,892
+1,000
+112% +$20.6K ﹤0.01% 533
2020
Q3
$16K Sell
892
-1,936
-68% -$34.7K ﹤0.01% 617
2020
Q2
$66K Sell
2,828
-43
-1% -$1K ﹤0.01% 416
2020
Q1
$70K Sell
2,871
-3,374
-54% -$82.3K 0.01% 385
2019
Q4
$236K Sell
6,245
-300
-5% -$11.3K 0.02% 285
2019
Q3
$249K Sell
6,545
-110
-2% -$4.19K 0.02% 284
2019
Q2
$273K Buy
6,655
+337
+5% +$13.8K 0.02% 270
2019
Q1
$271K Sell
6,318
-261
-4% -$11.2K 0.02% 267
2018
Q4
$242K Sell
6,579
-99
-1% -$3.64K 0.02% 263
2018
Q3
$294K Sell
6,678
-96
-1% -$4.23K 0.02% 264
2018
Q2
$291K Sell
6,774
-1,353
-17% -$58.1K 0.03% 270
2018
Q1
$306K Buy
8,127
+2,871
+55% +$108K 0.03% 265
2017
Q4
$202K Buy
5,256
+3,441
+190% +$132K 0.02% 284
2017
Q3
$63K Sell
1,815
-4,154
-70% -$144K 0.01% 410
2017
Q2
$183K Sell
5,969
-100
-2% -$3.07K 0.02% 299
2017
Q1
$183K Sell
6,069
-8,163
-57% -$246K 0.02% 292
2016
Q4
$456K Sell
14,232
-95
-0.7% -$3.04K 0.05% 228
2016
Q3
$424K Hold
14,327
0.05% 228
2016
Q2
$428K Sell
14,327
-655
-4% -$19.6K 0.05% 224
2016
Q1
$381K Buy
14,982
+12,452
+492% +$317K 0.04% 228
2015
Q4
$67K Buy
2,530
+627
+33% +$16.6K 0.01% 383
2015
Q3
$49K Sell
1,903
-392
-17% -$10.1K 0.01% 443
2015
Q2
$77K Sell
2,295
-191
-8% -$6.41K 0.01% 407
2015
Q1
$81K Sell
2,486
-5
-0.2% -$163 0.01% 386
2014
Q4
$79K Sell
2,491
-36
-1% -$1.14K 0.01% 351
2014
Q3
$91K Hold
2,527
0.01% 339
2014
Q2
$109K Sell
2,527
-7
-0.3% -$302 0.01% 321
2014
Q1
$100K Buy
2,534
+35
+1% +$1.38K 0.02% 304
2013
Q4
$99K Hold
2,499
0.01% 309
2013
Q3
$86K Sell
2,499
-611
-20% -$21K 0.01% 310
2013
Q2
$106K Buy
+3,110
New +$106K 0.02% 276