Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
357
+57
+19% +$18.9K ﹤0.01% 1164
2025
Q1
$105K Buy
300
+43
+17% +$15K ﹤0.01% 1188
2024
Q4
$87K Buy
257
+5
+2% +$1.69K ﹤0.01% 1301
2024
Q3
$78.8K Buy
252
+46
+22% +$14.4K ﹤0.01% 1333
2024
Q2
$54.9K Sell
206
-80
-28% -$21.3K ﹤0.01% 1467
2024
Q1
$88.2K Buy
286
+67
+31% +$20.7K ﹤0.01% 1257
2023
Q4
$61.9K Sell
219
-74
-25% -$20.9K ﹤0.01% 1364
2023
Q3
$74.8K Buy
293
+61
+26% +$15.6K ﹤0.01% 1201
2023
Q2
$58.3K Buy
232
+34
+17% +$8.54K ﹤0.01% 1341
2023
Q1
$41.7K Sell
198
-44
-18% -$9.28K ﹤0.01% 1483
2022
Q4
$44.5K Buy
242
+121
+100% +$22.2K ﹤0.01% 1428
2022
Q3
$21K Sell
121
-228
-65% -$39.6K ﹤0.01% 1715
2022
Q2
$73K Buy
349
+105
+43% +$22K ﹤0.01% 1120
2022
Q1
$61K Sell
244
-3
-1% -$750 ﹤0.01% 1268
2021
Q4
$55K Sell
247
-233
-49% -$51.9K ﹤0.01% 1293
2021
Q3
$125K Buy
480
+318
+196% +$82.8K ﹤0.01% 866
2021
Q2
$41K Buy
162
+15
+10% +$3.8K ﹤0.01% 1379
2021
Q1
$39K Sell
147
-4
-3% -$1.06K ﹤0.01% 1287
2020
Q4
$41K Sell
151
-29
-16% -$7.87K ﹤0.01% 1168
2020
Q3
$43K Sell
180
-19
-10% -$4.54K ﹤0.01% 1054
2020
Q2
$50K Buy
199
+72
+57% +$18.1K ﹤0.01% 954
2020
Q1
$24K Sell
127
-16
-11% -$3.02K ﹤0.01% 1171
2019
Q4
$41K Buy
143
+33
+30% +$9.46K ﹤0.01% 1045
2019
Q3
$32K Buy
110
+37
+51% +$10.8K ﹤0.01% 1080
2019
Q2
$21K Buy
73
+18
+33% +$5.18K ﹤0.01% 1190
2019
Q1
$14K Sell
55
-3
-5% -$764 ﹤0.01% 1311
2018
Q4
$11K Buy
58
+44
+314% +$8.35K ﹤0.01% 1333
2018
Q3
$3K Buy
14
+7
+100% +$1.5K ﹤0.01% 1657
2018
Q2
$1K Sell
7
-5
-42% -$714 ﹤0.01% 1859
2018
Q1
$2K Buy
+12
New +$2K ﹤0.01% 1590
2016
Q4
Sell
-33
Closed -$6K 1273
2016
Q3
$6K Buy
+33
New +$6K ﹤0.01% 1194
2015
Q4
Sell
-10
Closed -$1K 1380
2015
Q3
$1K Buy
+10
New +$1K ﹤0.01% 1172