Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.7K Buy
473
+35
+8% +$1.98K ﹤0.01% 1905
2025
Q1
$24K Sell
438
-37
-8% -$2.03K ﹤0.01% 1965
2024
Q4
$29.8K Sell
475
-146
-24% -$9.16K ﹤0.01% 1850
2024
Q3
$38.4K Hold
621
﹤0.01% 1719
2024
Q2
$38.8K Sell
621
-87
-12% -$5.44K ﹤0.01% 1634
2024
Q1
$51.6K Buy
708
+25
+4% +$1.82K ﹤0.01% 1539
2023
Q4
$50.4K Sell
683
-22
-3% -$1.62K ﹤0.01% 1458
2023
Q3
$45.9K Buy
705
+19
+3% +$1.24K ﹤0.01% 1428
2023
Q2
$52.2K Sell
686
-1
-0.1% -$76 ﹤0.01% 1402
2023
Q1
$46.9K Buy
687
+113
+20% +$7.71K ﹤0.01% 1422
2022
Q4
$33.8K Sell
574
-65
-10% -$3.83K ﹤0.01% 1549
2022
Q3
$33K Buy
639
+36
+6% +$1.86K ﹤0.01% 1488
2022
Q2
$32K Buy
603
+68
+13% +$3.61K ﹤0.01% 1528
2022
Q1
$32K Sell
535
-11
-2% -$658 ﹤0.01% 1593
2021
Q4
$28K Buy
546
+97
+22% +$4.97K ﹤0.01% 1621
2021
Q3
$27K Sell
449
-1
-0.2% -$60 ﹤0.01% 1616
2021
Q2
$28K Buy
450
+34
+8% +$2.12K ﹤0.01% 1572
2021
Q1
$23K Hold
416
﹤0.01% 1515
2020
Q4
$20K Sell
416
-192
-32% -$9.23K ﹤0.01% 1444
2020
Q3
$20K Buy
608
+70
+13% +$2.3K ﹤0.01% 1366
2020
Q2
$24K Buy
538
+92
+21% +$4.1K ﹤0.01% 1256
2020
Q1
$17K Buy
446
+221
+98% +$8.42K ﹤0.01% 1295
2019
Q4
$16K Sell
225
-30
-12% -$2.13K ﹤0.01% 1346
2019
Q3
$21K Buy
255
+30
+13% +$2.47K ﹤0.01% 1196
2019
Q2
$18K Hold
225
﹤0.01% 1234
2019
Q1
$16K Hold
225
﹤0.01% 1258
2018
Q4
$13K Sell
225
-28
-11% -$1.62K ﹤0.01% 1272
2018
Q3
$17K Hold
253
﹤0.01% 1217
2018
Q2
$17K Buy
253
+33
+15% +$2.22K ﹤0.01% 1211
2018
Q1
$14K Buy
+220
New +$14K ﹤0.01% 1145
2016
Q4
Sell
-475
Closed -$21K 671
2016
Q3
$21K Buy
475
+300
+171% +$13.3K ﹤0.01% 795
2016
Q2
$7K Hold
175
﹤0.01% 1003
2016
Q1
$8K Buy
+175
New +$8K ﹤0.01% 889
2015
Q4
Sell
-310
Closed -$14K 1317
2015
Q3
$14K Buy
+310
New +$14K ﹤0.01% 607