Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.9K Buy
519
+56
+12% +$7.98K ﹤0.01% 1376
2025
Q1
$70.8K Sell
463
-20
-4% -$3.06K ﹤0.01% 1391
2024
Q4
$72.2K Buy
483
+26
+6% +$3.89K ﹤0.01% 1386
2024
Q3
$74.9K Hold
457
﹤0.01% 1363
2024
Q2
$63.3K Sell
457
-294
-39% -$40.7K ﹤0.01% 1393
2024
Q1
$104K Buy
751
+283
+60% +$39.1K ﹤0.01% 1160
2023
Q4
$49K Sell
468
-397
-46% -$41.6K ﹤0.01% 1476
2023
Q3
$81.8K Sell
865
-12
-1% -$1.13K ﹤0.01% 1162
2023
Q2
$88.1K Buy
877
+264
+43% +$26.5K ﹤0.01% 1126
2023
Q1
$49.7K Buy
613
+95
+18% +$7.71K ﹤0.01% 1394
2022
Q4
$38.7K Buy
518
+42
+9% +$3.14K ﹤0.01% 1476
2022
Q3
$39K Sell
476
-40
-8% -$3.28K ﹤0.01% 1396
2022
Q2
$41K Buy
516
+221
+75% +$17.6K ﹤0.01% 1398
2022
Q1
$33K Sell
295
-47
-14% -$5.26K ﹤0.01% 1572
2021
Q4
$39K Buy
342
+55
+19% +$6.27K ﹤0.01% 1441
2021
Q3
$33K Sell
287
-1
-0.3% -$115 ﹤0.01% 1508
2021
Q2
$35K Buy
288
+5
+2% +$608 ﹤0.01% 1437
2021
Q1
$30K Sell
283
-13
-4% -$1.38K ﹤0.01% 1398
2020
Q4
$35K Sell
296
-9
-3% -$1.06K ﹤0.01% 1237
2020
Q3
$26K Buy
305
+19
+7% +$1.62K ﹤0.01% 1251
2020
Q2
$23K Sell
286
-2,846
-91% -$229K ﹤0.01% 1272
2020
Q1
$238K Buy
3,132
+133
+4% +$10.1K 0.02% 358
2019
Q4
$225K Buy
2,999
+2,887
+2,578% +$217K 0.02% 425
2019
Q3
$6K Buy
112
+32
+40% +$1.71K ﹤0.01% 1559
2019
Q2
$5K Sell
80
-320
-80% -$20K ﹤0.01% 1565
2019
Q1
$22K Buy
400
+49
+14% +$2.7K ﹤0.01% 1152
2018
Q4
$18K Buy
351
+37
+12% +$1.9K ﹤0.01% 1174
2018
Q3
$22K Hold
314
﹤0.01% 1144
2018
Q2
$22K Sell
314
-38
-11% -$2.66K ﹤0.01% 1145
2018
Q1
$23K Buy
+352
New +$23K ﹤0.01% 989
2016
Q4
Sell
-45
Closed -$3K 505
2016
Q3
$3K Sell
45
-78
-63% -$5.2K ﹤0.01% 1346
2016
Q2
$10K Buy
123
+78
+173% +$6.34K ﹤0.01% 904
2016
Q1
$3K Buy
+45
New +$3K ﹤0.01% 1087
2013
Q4
Sell
-170
Closed -$10K 738
2013
Q3
$10K Buy
+170
New +$10K ﹤0.01% 413