Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.9K Sell
387
-250
-39% -$25.8K ﹤0.01% 1701
2025
Q1
$59K Sell
637
-29
-4% -$2.69K ﹤0.01% 1479
2024
Q4
$62.3K Sell
666
-21
-3% -$1.96K ﹤0.01% 1451
2024
Q3
$67.2K Sell
687
-112
-14% -$11K ﹤0.01% 1418
2024
Q2
$78.2K Buy
799
+450
+129% +$44K ﹤0.01% 1286
2024
Q1
$42.9K Sell
349
-60
-15% -$7.38K ﹤0.01% 1626
2023
Q4
$49.7K Sell
409
-88
-18% -$10.7K ﹤0.01% 1467
2023
Q3
$58.8K Sell
497
-69
-12% -$8.16K ﹤0.01% 1315
2023
Q2
$74.4K Buy
566
+151
+36% +$19.8K ﹤0.01% 1214
2023
Q1
$56.1K Sell
415
-7
-2% -$946 ﹤0.01% 1335
2022
Q4
$58.5K Buy
422
+76
+22% +$10.5K ﹤0.01% 1274
2022
Q3
$33K Sell
346
-6
-2% -$572 ﹤0.01% 1485
2022
Q2
$35K Sell
352
-455
-56% -$45.2K ﹤0.01% 1480
2022
Q1
$118K Buy
807
+82
+11% +$12K ﹤0.01% 955
2021
Q4
$84K Sell
725
-85
-10% -$9.85K ﹤0.01% 1097
2021
Q3
$99K Buy
810
+1
+0.1% +$122 ﹤0.01% 974
2021
Q2
$105K Buy
809
+82
+11% +$10.6K ﹤0.01% 935
2021
Q1
$104K Buy
727
+35
+5% +$5.01K ﹤0.01% 860
2020
Q4
$71K Hold
692
﹤0.01% 925
2020
Q3
$51K Hold
692
﹤0.01% 974
2020
Q2
$38K Sell
692
-60
-8% -$3.3K ﹤0.01% 1059
2020
Q1
$36K Buy
752
+130
+21% +$6.22K ﹤0.01% 1008
2019
Q4
$48K Hold
622
﹤0.01% 988
2019
Q3
$47K Hold
622
﹤0.01% 945
2019
Q2
$48K Hold
622
﹤0.01% 913
2019
Q1
$43K Hold
622
﹤0.01% 933
2018
Q4
$35K Buy
622
+35
+6% +$1.97K ﹤0.01% 948
2018
Q3
$36K Sell
587
-53
-8% -$3.25K ﹤0.01% 984
2018
Q2
$39K Hold
640
﹤0.01% 936
2018
Q1
$42K Buy
+640
New +$42K ﹤0.01% 793
2016
Q4
Sell
-23
Closed -$1K 256
2016
Q3
$1K Hold
23
﹤0.01% 1484
2016
Q2
$1K Sell
23
-14
-38% -$609 ﹤0.01% 1295
2016
Q1
$2K Buy
37
+23
+164% +$1.24K ﹤0.01% 1135
2015
Q4
$1K Hold
14
﹤0.01% 1148
2015
Q3
$1K Hold
14
﹤0.01% 1096
2015
Q2
$1K Hold
14
﹤0.01% 926
2015
Q1
$1K Hold
14
﹤0.01% 832
2014
Q4
$1K Hold
14
﹤0.01% 765
2014
Q3
$1K Hold
14
﹤0.01% 599
2014
Q2
$1K Hold
14
﹤0.01% 747
2014
Q1
$1K Hold
14
﹤0.01% 652
2013
Q4
$1K Hold
14
﹤0.01% 614
2013
Q3
$1K Hold
14
﹤0.01% 562
2013
Q2
$1K Buy
+14
New +$1K ﹤0.01% 486