Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$37.3K Buy
383
+347
+964% +$33.8K ﹤0.01% 630
2024
Q4
$3.75K Sell
36
-736
-95% -$76.6K ﹤0.01% 998
2024
Q3
$76.2K Hold
772
﹤0.01% 508
2024
Q2
$79.5K Sell
772
-30
-4% -$3.09K ﹤0.01% 497
2024
Q1
$99.4K Hold
802
﹤0.01% 467
2023
Q4
$78.3K Hold
802
﹤0.01% 482
2023
Q3
$68.2K Hold
802
﹤0.01% 495
2023
Q2
$67.1K Buy
802
+23
+3% +$1.92K ﹤0.01% 490
2023
Q1
$57K Buy
779
+12
+2% +$878 ﹤0.01% 513
2022
Q4
$50.6K Hold
767
﹤0.01% 530
2022
Q3
$43K Hold
767
﹤0.01% 535
2022
Q2
$42K Sell
767
-51
-6% -$2.79K ﹤0.01% 545
2022
Q1
$48K Hold
818
﹤0.01% 548
2021
Q4
$48K Buy
818
+51
+7% +$2.99K ﹤0.01% 575
2021
Q3
$40K Hold
767
﹤0.01% 610
2021
Q2
$46K Sell
767
-600
-44% -$36K ﹤0.01% 584
2021
Q1
$84K Buy
1,367
+600
+78% +$36.9K ﹤0.01% 432
2020
Q4
$44K Hold
767
﹤0.01% 505
2020
Q3
$44K Hold
767
﹤0.01% 481
2020
Q2
$38K Sell
767
-57
-7% -$2.82K ﹤0.01% 498
2020
Q1
$33K Sell
824
-243
-23% -$9.73K ﹤0.01% 497
2019
Q4
$56K Hold
1,067
﹤0.01% 456
2019
Q3
$50K Hold
1,067
﹤0.01% 471
2019
Q2
$51K Hold
1,067
﹤0.01% 457
2019
Q1
$49K Sell
1,067
-450
-30% -$20.7K ﹤0.01% 448
2018
Q4
$57K Hold
1,517
0.01% 430
2018
Q3
$69K Hold
1,517
0.01% 417
2018
Q2
$62K Hold
1,517
0.01% 437
2018
Q1
$67K Hold
1,517
0.01% 430
2017
Q4
$72K Sell
1,517
-84
-5% -$3.99K 0.01% 393
2017
Q3
$77K Hold
1,601
0.01% 382
2017
Q2
$70K Hold
1,601
0.01% 411
2017
Q1
$71K Hold
1,601
0.01% 406
2016
Q4
$68K Buy
1,601
+1,217
+317% +$51.7K 0.01% 401
2016
Q3
$15K Hold
384
﹤0.01% 587
2016
Q2
$13K Hold
384
﹤0.01% 613
2016
Q1
$14K Sell
384
-135
-26% -$4.92K ﹤0.01% 615
2015
Q4
$17K Buy
519
+255
+97% +$8.35K ﹤0.01% 577
2015
Q3
$9K Buy
264
+180
+214% +$6.14K ﹤0.01% 670
2015
Q2
$4K Buy
+84
New +$4K ﹤0.01% 836