Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.2K Sell
676
-322
-32% -$13.4K ﹤0.01% 1888
2025
Q1
$42.1K Sell
998
-437
-30% -$18.4K ﹤0.01% 1674
2024
Q4
$69.8K Sell
1,435
-744
-34% -$36.2K ﹤0.01% 1403
2024
Q3
$144K Sell
2,179
-1,509
-41% -$99.5K ﹤0.01% 1031
2024
Q2
$212K Buy
3,688
+293
+9% +$16.9K ﹤0.01% 794
2024
Q1
$216K Sell
3,395
-450
-12% -$28.7K ﹤0.01% 800
2023
Q4
$242K Buy
3,845
+1,695
+79% +$107K 0.01% 721
2023
Q3
$144K Buy
2,150
+91
+4% +$6.09K ﹤0.01% 874
2023
Q2
$215K Sell
2,059
-28
-1% -$2.92K 0.01% 729
2023
Q1
$255K Buy
2,087
+540
+35% +$66K 0.01% 639
2022
Q4
$193K Buy
1,547
+35
+2% +$4.37K 0.01% 721
2022
Q3
$160K Buy
1,512
+138
+10% +$14.6K 0.01% 755
2022
Q2
$147K Buy
1,374
+66
+5% +$7.06K 0.01% 810
2022
Q1
$172K Buy
1,308
+29
+2% +$3.81K 0.01% 781
2021
Q4
$141K Buy
1,279
+511
+67% +$56.3K ﹤0.01% 866
2021
Q3
$70K Sell
768
-738
-49% -$67.3K ﹤0.01% 1135
2021
Q2
$163K Buy
1,506
+603
+67% +$65.3K 0.01% 744
2021
Q1
$100K Sell
903
-1,232
-58% -$136K ﹤0.01% 875
2020
Q4
$245K Buy
2,135
+330
+18% +$37.9K 0.01% 470
2020
Q3
$191K Buy
1,805
+1,318
+271% +$139K 0.01% 493
2020
Q2
$49K Buy
487
+48
+11% +$4.83K ﹤0.01% 960
2020
Q1
$36K Buy
439
+78
+22% +$6.4K ﹤0.01% 1012
2019
Q4
$36K Buy
361
+6
+2% +$598 ﹤0.01% 1087
2019
Q3
$31K Buy
355
+24
+7% +$2.1K ﹤0.01% 1087
2019
Q2
$27K Sell
331
-21
-6% -$1.71K ﹤0.01% 1106
2019
Q1
$27K Sell
352
-48
-12% -$3.68K ﹤0.01% 1068
2018
Q4
$26K Buy
400
+231
+137% +$15K ﹤0.01% 1055
2018
Q3
$13K Buy
169
+68
+67% +$5.23K ﹤0.01% 1306
2018
Q2
$8K Buy
101
+6
+6% +$475 ﹤0.01% 1432
2018
Q1
$6K Buy
+95
New +$6K ﹤0.01% 1356
2016
Q4
Sell
-50
Closed -$2K 586
2016
Q3
$2K Buy
50
+12
+32% +$480 ﹤0.01% 1419
2016
Q2
$2K Sell
38
-102
-73% -$5.37K ﹤0.01% 1227
2016
Q1
$5K Buy
140
+39
+39% +$1.39K ﹤0.01% 1001
2015
Q4
$3K Hold
101
﹤0.01% 1006
2015
Q3
$3K Buy
101
+91
+910% +$2.7K ﹤0.01% 940
2015
Q2
$0 Buy
+10
New ﹤0.01% 1073
2013
Q3
Sell
-461
Closed -$24K 685
2013
Q2
$24K Buy
+461
New +$24K 0.01% 242