Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.7K Buy
1,630
+458
+39% +$14.8K ﹤0.01% 1555
2025
Q1
$43.6K Buy
1,172
+295
+34% +$11K ﹤0.01% 1647
2024
Q4
$35.8K Buy
877
+12
+1% +$490 ﹤0.01% 1738
2024
Q3
$43.5K Buy
865
+320
+59% +$16.1K ﹤0.01% 1645
2024
Q2
$23.8K Buy
545
+119
+28% +$5.19K ﹤0.01% 1875
2024
Q1
$18.5K Buy
426
+148
+53% +$6.42K ﹤0.01% 2031
2023
Q4
$11.6K Sell
278
-52
-16% -$2.16K ﹤0.01% 2193
2023
Q3
$11.7K Buy
330
+10
+3% +$353 ﹤0.01% 2119
2023
Q2
$13.1K Sell
320
-35
-10% -$1.43K ﹤0.01% 2115
2023
Q1
$14.6K Buy
355
+22
+7% +$906 ﹤0.01% 2040
2022
Q4
$11.2K Sell
333
-184
-36% -$6.21K ﹤0.01% 2092
2022
Q3
$16K Sell
517
-147
-22% -$4.55K ﹤0.01% 1842
2022
Q2
$27K Sell
664
-397
-37% -$16.1K ﹤0.01% 1615
2022
Q1
$51K Sell
1,061
-79
-7% -$3.8K ﹤0.01% 1355
2021
Q4
$64K Buy
1,140
+147
+15% +$8.25K ﹤0.01% 1215
2021
Q3
$46K Buy
993
+89
+10% +$4.12K ﹤0.01% 1340
2021
Q2
$44K Buy
904
+653
+260% +$31.8K ﹤0.01% 1325
2021
Q1
$12K Buy
251
+164
+189% +$7.84K ﹤0.01% 1759
2020
Q4
$4K Sell
87
-150
-63% -$6.9K ﹤0.01% 1993
2020
Q3
$6K Buy
237
+150
+172% +$3.8K ﹤0.01% 1799
2020
Q2
$2K Sell
87
-12
-12% -$276 ﹤0.01% 2070
2020
Q1
$2K Sell
99
-510
-84% -$10.3K ﹤0.01% 1893
2019
Q4
$22K Hold
609
﹤0.01% 1238
2019
Q3
$20K Buy
609
+53
+10% +$1.74K ﹤0.01% 1209
2019
Q2
$17K Buy
556
+366
+193% +$11.2K ﹤0.01% 1242
2019
Q1
$6K Hold
190
﹤0.01% 1532
2018
Q4
$5K Buy
190
+125
+192% +$3.29K ﹤0.01% 1516
2018
Q3
$3K Hold
65
﹤0.01% 1616
2018
Q2
$3K Hold
65
﹤0.01% 1627
2018
Q1
$3K Buy
+65
New +$3K ﹤0.01% 1476
2016
Q4
Sell
-156
Closed -$5K 315
2016
Q3
$5K Sell
156
-44
-22% -$1.41K ﹤0.01% 1221
2016
Q2
$7K Sell
200
-285
-59% -$9.98K ﹤0.01% 996
2016
Q1
$15K Buy
485
+60
+14% +$1.86K ﹤0.01% 738
2015
Q4
$13K Buy
+425
New +$13K ﹤0.01% 671