Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.5K Buy
3,446
+387
+13% +$1.85K ﹤0.01% 2136
2025
Q1
$26.5K Buy
3,059
+1,630
+114% +$14.1K ﹤0.01% 1905
2024
Q4
$17.3K Sell
1,429
-307
-18% -$3.73K ﹤0.01% 2120
2024
Q3
$29.2K Hold
1,736
﹤0.01% 1855
2024
Q2
$27.1K Sell
1,736
-2,381
-58% -$37.2K ﹤0.01% 1817
2024
Q1
$65K Sell
4,117
-447
-10% -$7.05K ﹤0.01% 1412
2023
Q4
$91.8K Sell
4,564
-2,649
-37% -$53.3K ﹤0.01% 1151
2023
Q3
$134K Buy
7,213
+141
+2% +$2.61K ﹤0.01% 906
2023
Q2
$154K Buy
7,072
+448
+7% +$9.74K ﹤0.01% 850
2023
Q1
$123K Sell
6,624
-139
-2% -$2.57K ﹤0.01% 939
2022
Q4
$103K Buy
6,763
+5,178
+327% +$78.9K ﹤0.01% 990
2022
Q3
$22K Sell
1,585
-26
-2% -$361 ﹤0.01% 1688
2022
Q2
$39K Buy
1,611
+502
+45% +$12.2K ﹤0.01% 1423
2022
Q1
$34K Buy
1,109
+105
+10% +$3.22K ﹤0.01% 1558
2021
Q4
$46K Buy
1,004
+23
+2% +$1.05K ﹤0.01% 1373
2021
Q3
$43K Buy
981
+3
+0.3% +$131 ﹤0.01% 1390
2021
Q2
$45K Buy
978
+172
+21% +$7.91K ﹤0.01% 1318
2021
Q1
$36K Buy
806
+62
+8% +$2.77K ﹤0.01% 1325
2020
Q4
$29K Buy
744
+268
+56% +$10.4K ﹤0.01% 1310
2020
Q3
$19K Buy
476
+68
+17% +$2.71K ﹤0.01% 1398
2020
Q2
$16K Sell
408
-268
-40% -$10.5K ﹤0.01% 1409
2020
Q1
$23K Buy
676
+36
+6% +$1.23K ﹤0.01% 1178
2019
Q4
$21K Buy
640
+76
+13% +$2.49K ﹤0.01% 1265
2019
Q3
$19K Hold
564
﹤0.01% 1232
2019
Q2
$18K Hold
564
﹤0.01% 1236
2019
Q1
$16K Hold
564
﹤0.01% 1263
2018
Q4
$16K Hold
564
﹤0.01% 1220
2018
Q3
$20K Hold
564
﹤0.01% 1169
2018
Q2
$23K Hold
564
﹤0.01% 1130
2018
Q1
$19K Buy
+564
New +$19K ﹤0.01% 1057
2016
Q4
Sell
-381
Closed -$8K 861
2016
Q3
$8K Sell
381
-286
-43% -$6.01K ﹤0.01% 1094
2016
Q2
$14K Sell
667
-13
-2% -$273 ﹤0.01% 828
2016
Q1
$13K Hold
680
﹤0.01% 772
2015
Q4
$14K Buy
+680
New +$14K ﹤0.01% 660