Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95K Buy
2,995
+533
+22% +$16.9K ﹤0.01% 1253
2025
Q1
$73.4K Buy
2,462
+1,999
+432% +$59.6K ﹤0.01% 1369
2024
Q4
$16.6K Sell
463
-905
-66% -$32.4K ﹤0.01% 2141
2024
Q3
$55.4K Sell
1,368
-336
-20% -$13.6K ﹤0.01% 1516
2024
Q2
$79.7K Buy
1,704
+514
+43% +$24K ﹤0.01% 1279
2024
Q1
$50.5K Buy
1,190
+445
+60% +$18.9K ﹤0.01% 1549
2023
Q4
$31.1K Sell
745
-223
-23% -$9.3K ﹤0.01% 1708
2023
Q3
$41.1K Buy
968
+157
+19% +$6.66K ﹤0.01% 1487
2023
Q2
$45.4K Buy
811
+173
+27% +$9.69K ﹤0.01% 1489
2023
Q1
$31.6K Sell
638
-15
-2% -$743 ﹤0.01% 1624
2022
Q4
$30.7K Sell
653
-917
-58% -$43.2K ﹤0.01% 1597
2022
Q3
$65K Buy
1,570
+94
+6% +$3.89K ﹤0.01% 1157
2022
Q2
$63K Sell
1,476
-2,014
-58% -$86K ﹤0.01% 1178
2022
Q1
$269K Buy
3,490
+1,676
+92% +$129K 0.01% 617
2021
Q4
$141K Sell
1,814
-87
-5% -$6.76K ﹤0.01% 864
2021
Q3
$152K Buy
1,901
+1,093
+135% +$87.4K 0.01% 802
2021
Q2
$68K Buy
808
+100
+14% +$8.42K ﹤0.01% 1121
2021
Q1
$59K Buy
708
+57
+9% +$4.75K ﹤0.01% 1103
2020
Q4
$52K Sell
651
-72
-10% -$5.75K ﹤0.01% 1054
2020
Q3
$47K Buy
723
+12
+2% +$780 ﹤0.01% 1013
2020
Q2
$42K Sell
711
-31
-4% -$1.83K ﹤0.01% 1020
2020
Q1
$31K Buy
742
+398
+116% +$16.6K ﹤0.01% 1067
2019
Q4
$19K Sell
344
-43
-11% -$2.38K ﹤0.01% 1287
2019
Q3
$19K Hold
387
﹤0.01% 1222
2019
Q2
$19K Sell
387
-79
-17% -$3.88K ﹤0.01% 1214
2019
Q1
$24K Buy
466
+27
+6% +$1.39K ﹤0.01% 1119
2018
Q4
$17K Buy
439
+355
+423% +$13.7K ﹤0.01% 1186
2018
Q3
$5K Sell
84
-87
-51% -$5.18K ﹤0.01% 1528
2018
Q2
$8K Buy
171
+87
+104% +$4.07K ﹤0.01% 1429
2018
Q1
$4K Buy
+84
New +$4K ﹤0.01% 1429
2016
Q4
Sell
-58
Closed -$2K 412
2016
Q3
$2K Hold
58
﹤0.01% 1407
2016
Q2
$1K Hold
58
﹤0.01% 1308
2016
Q1
$1K Hold
58
﹤0.01% 1246
2015
Q4
$1K Hold
58
﹤0.01% 1160
2015
Q3
$1K Buy
+58
New +$1K ﹤0.01% 1106