Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
47
+22
+88% +$162K 0.01% 686
2025
Q1
$181K Sell
25
-2
-7% -$14.5K ﹤0.01% 927
2024
Q4
$221K Buy
27
+2
+8% +$16.4K ﹤0.01% 828
2024
Q3
$245K Buy
25
+1
+4% +$9.81K ﹤0.01% 765
2024
Q2
$182K Sell
24
-5
-17% -$37.9K ﹤0.01% 855
2024
Q1
$235K Buy
29
+6
+26% +$48.6K 0.01% 766
2023
Q4
$161K Sell
23
-3
-12% -$21K ﹤0.01% 892
2023
Q3
$155K Buy
26
+4
+18% +$23.9K ﹤0.01% 842
2023
Q2
$140K Hold
22
﹤0.01% 891
2023
Q1
$123K Buy
22
+1
+5% +$5.57K ﹤0.01% 941
2022
Q4
$96.9K Sell
21
-1
-5% -$4.61K ﹤0.01% 1021
2022
Q3
$88K Sell
22
-5
-19% -$20K ﹤0.01% 1022
2022
Q2
$108K Buy
27
+4
+17% +$16K ﹤0.01% 952
2022
Q1
$103K Sell
23
-2
-8% -$8.96K ﹤0.01% 1017
2021
Q4
$148K Sell
25
-3
-11% -$17.8K ﹤0.01% 847
2021
Q3
$134K Buy
28
+7
+33% +$33.5K ﹤0.01% 851
2021
Q2
$104K Buy
21
+3
+17% +$14.9K ﹤0.01% 937
2021
Q1
$85K Buy
18
+2
+13% +$9.44K ﹤0.01% 949
2020
Q4
$65K Hold
16
﹤0.01% 966
2020
Q3
$65K Hold
16
﹤0.01% 865
2020
Q2
$52K Sell
16
-2
-11% -$6.5K ﹤0.01% 931
2020
Q1
$46K Buy
18
+2
+13% +$5.11K ﹤0.01% 911
2019
Q4
$61K Buy
16
+2
+14% +$7.63K ﹤0.01% 903
2019
Q3
$52K Hold
14
﹤0.01% 903
2019
Q2
$47K Hold
14
﹤0.01% 918
2019
Q1
$39K Sell
14
-2
-13% -$5.57K ﹤0.01% 955
2018
Q4
$39K Buy
16
+1
+7% +$2.44K ﹤0.01% 923
2018
Q3
$37K Sell
15
-2
-12% -$4.93K ﹤0.01% 981
2018
Q2
$50K Hold
17
0.01% 860
2018
Q1
$48K Buy
+17
New +$48K 0.01% 754
2016
Q4
Sell
-6
Closed -$10K 885
2016
Q3
$10K Buy
+6
New +$10K ﹤0.01% 1022
2016
Q1
Sell
-1
Closed -$2K 1423
2015
Q4
$2K Buy
+1
New +$2K ﹤0.01% 1100