Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.7K Buy
186
+26
+16% +$12.4K ﹤0.01% 1293
2025
Q1
$58.7K Buy
160
+47
+42% +$17.2K ﹤0.01% 1481
2024
Q4
$45.7K Sell
113
-2
-2% -$808 ﹤0.01% 1626
2024
Q3
$58K Buy
115
+38
+49% +$19.2K ﹤0.01% 1493
2024
Q2
$33.1K Hold
77
﹤0.01% 1719
2024
Q1
$29.2K Buy
77
+4
+5% +$1.52K ﹤0.01% 1810
2023
Q4
$23.6K Sell
73
-10
-12% -$3.24K ﹤0.01% 1836
2023
Q3
$26.1K Sell
83
-6
-7% -$1.88K ﹤0.01% 1717
2023
Q2
$30.3K Buy
89
+6
+7% +$2.05K ﹤0.01% 1681
2023
Q1
$24.6K Sell
83
-2
-2% -$593 ﹤0.01% 1750
2022
Q4
$25.6K Sell
85
-37
-30% -$11.1K ﹤0.01% 1680
2022
Q3
$32K Buy
122
+39
+47% +$10.2K ﹤0.01% 1499
2022
Q2
$23K Sell
83
-50
-38% -$13.9K ﹤0.01% 1683
2022
Q1
$40K Sell
133
-81
-38% -$24.4K ﹤0.01% 1471
2021
Q4
$58K Sell
214
-76
-26% -$20.6K ﹤0.01% 1265
2021
Q3
$76K Buy
290
+34
+13% +$8.91K ﹤0.01% 1100
2021
Q2
$65K Buy
256
+189
+282% +$48K ﹤0.01% 1144
2021
Q1
$17K Buy
67
+6
+10% +$1.52K ﹤0.01% 1617
2020
Q4
$15K Sell
61
-2
-3% -$492 ﹤0.01% 1544
2020
Q3
$13K Sell
63
-78
-55% -$16.1K ﹤0.01% 1527
2020
Q2
$31K Buy
141
+28
+25% +$6.16K ﹤0.01% 1134
2020
Q1
$24K Buy
113
+40
+55% +$8.5K ﹤0.01% 1155
2019
Q4
$18K Buy
73
+12
+20% +$2.96K ﹤0.01% 1308
2019
Q3
$14K Hold
61
﹤0.01% 1326
2019
Q2
$12K Hold
61
﹤0.01% 1345
2019
Q1
$11K Hold
61
﹤0.01% 1378
2018
Q4
$9K Buy
61
+41
+205% +$6.05K ﹤0.01% 1374
2018
Q3
$4K Hold
20
﹤0.01% 1569
2018
Q2
$3K Hold
20
﹤0.01% 1632
2018
Q1
$3K Buy
+20
New +$3K ﹤0.01% 1481
2016
Q2
Sell
-7
Closed -$1K 1429
2016
Q1
$1K Hold
7
﹤0.01% 1242
2015
Q4
$1K Hold
7
﹤0.01% 1158
2015
Q3
$1K Hold
7
﹤0.01% 1105
2015
Q2
$1K Hold
7
﹤0.01% 934
2015
Q1
$1K Buy
+7
New +$1K ﹤0.01% 848