Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.5K Buy
1,662
+614
+59% +$25.3K ﹤0.01% 1420
2025
Q1
$43.7K Buy
1,048
+52
+5% +$2.17K ﹤0.01% 1641
2024
Q4
$58.4K Sell
996
-111
-10% -$6.51K ﹤0.01% 1493
2024
Q3
$76.4K Sell
1,107
-56
-5% -$3.87K ﹤0.01% 1348
2024
Q2
$74.2K Sell
1,163
-78
-6% -$4.98K ﹤0.01% 1307
2024
Q1
$117K Hold
1,241
﹤0.01% 1103
2023
Q4
$91.2K Sell
1,241
-395
-24% -$29K ﹤0.01% 1153
2023
Q3
$102K Buy
1,636
+776
+90% +$48.3K ﹤0.01% 1048
2023
Q2
$63.6K Sell
860
-29
-3% -$2.14K ﹤0.01% 1300
2023
Q1
$70.1K Buy
889
+143
+19% +$11.3K ﹤0.01% 1219
2022
Q4
$51K Buy
746
+6
+0.8% +$410 ﹤0.01% 1354
2022
Q3
$39K Sell
740
-103
-12% -$5.43K ﹤0.01% 1391
2022
Q2
$53K Buy
843
+203
+32% +$12.8K ﹤0.01% 1252
2022
Q1
$41K Sell
640
-247
-28% -$15.8K ﹤0.01% 1466
2021
Q4
$74K Buy
887
+39
+5% +$3.25K ﹤0.01% 1157
2021
Q3
$66K Buy
848
+329
+63% +$25.6K ﹤0.01% 1157
2021
Q2
$39K Hold
519
﹤0.01% 1394
2021
Q1
$33K Hold
519
﹤0.01% 1355
2020
Q4
$28K Hold
519
﹤0.01% 1314
2020
Q3
$21K Buy
519
+41
+9% +$1.66K ﹤0.01% 1338
2020
Q2
$19K Sell
478
-7
-1% -$278 ﹤0.01% 1335
2020
Q1
$17K Buy
485
+235
+94% +$8.24K ﹤0.01% 1283
2019
Q4
$13K Buy
250
+135
+117% +$7.02K ﹤0.01% 1386
2019
Q3
$5K Hold
115
﹤0.01% 1596
2019
Q2
$6K Hold
115
﹤0.01% 1518
2019
Q1
$4K Hold
115
﹤0.01% 1614
2018
Q4
$3K Hold
115
﹤0.01% 1622
2018
Q3
$4K Hold
115
﹤0.01% 1567
2018
Q2
$3K Hold
115
﹤0.01% 1631
2018
Q1
$3K Buy
+115
New +$3K ﹤0.01% 1479
2016
Q4
Sell
-115
Closed -$3K 370
2016
Q3
$3K Hold
115
﹤0.01% 1341
2016
Q2
$3K Sell
115
-30
-21% -$783 ﹤0.01% 1158
2016
Q1
$4K Hold
145
﹤0.01% 1033
2015
Q4
$4K Buy
+145
New +$4K ﹤0.01% 938