Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.2K Buy
2,197
+921
+72% +$20.2K ﹤0.01% 1599
2025
Q1
$24.6K Sell
1,276
-5,506
-81% -$106K ﹤0.01% 1944
2024
Q4
$144K Buy
6,782
+478
+8% +$10.1K ﹤0.01% 1032
2024
Q3
$126K Sell
6,304
-682
-10% -$13.6K ﹤0.01% 1100
2024
Q2
$130K Sell
6,986
-2,647
-27% -$49.4K ﹤0.01% 1024
2024
Q1
$213K Buy
9,633
+634
+7% +$14K ﹤0.01% 808
2023
Q4
$201K Buy
8,999
+3,893
+76% +$87.1K ﹤0.01% 792
2023
Q3
$110K Buy
5,106
+1,162
+29% +$25K ﹤0.01% 995
2023
Q2
$109K Sell
3,944
-131
-3% -$3.62K ﹤0.01% 1014
2023
Q1
$132K Buy
4,075
+1,844
+83% +$59.7K ﹤0.01% 904
2022
Q4
$78K Sell
2,231
-1,232
-36% -$43.1K ﹤0.01% 1130
2022
Q3
$118K Buy
3,463
+1,000
+41% +$34.1K ﹤0.01% 879
2022
Q2
$88K Buy
2,463
+1,276
+107% +$45.6K ﹤0.01% 1031
2022
Q1
$42K Sell
1,187
-631
-35% -$22.3K ﹤0.01% 1459
2021
Q4
$75K Sell
1,818
-620
-25% -$25.6K ﹤0.01% 1154
2021
Q3
$94K Sell
2,438
-504
-17% -$19.4K ﹤0.01% 1004
2021
Q2
$102K Buy
2,942
+563
+24% +$19.5K ﹤0.01% 943
2021
Q1
$81K Sell
2,379
-102
-4% -$3.47K ﹤0.01% 969
2020
Q4
$87K Buy
2,481
+115
+5% +$4.03K ﹤0.01% 842
2020
Q3
$78K Buy
2,366
+10
+0.4% +$330 ﹤0.01% 798
2020
Q2
$81K Sell
2,356
-827
-26% -$28.4K ﹤0.01% 758
2020
Q1
$104K Buy
3,183
+871
+38% +$28.5K 0.01% 624
2019
Q4
$88K Buy
2,312
+2,240
+3,111% +$85.3K 0.01% 753
2019
Q3
$2K Sell
72
-90
-56% -$2.5K ﹤0.01% 1836
2019
Q2
$6K Hold
162
﹤0.01% 1537
2019
Q1
$6K Sell
162
-216
-57% -$8K ﹤0.01% 1547
2018
Q4
$14K Sell
378
-53
-12% -$1.96K ﹤0.01% 1261
2018
Q3
$20K Buy
431
+53
+14% +$2.46K ﹤0.01% 1171
2018
Q2
$14K Buy
378
+90
+31% +$3.33K ﹤0.01% 1289
2018
Q1
$9K Buy
+288
New +$9K ﹤0.01% 1269
2016
Q4
Sell
-297
Closed -$10K 943
2016
Q3
$10K Buy
297
+36
+14% +$1.21K ﹤0.01% 1025
2016
Q2
$9K Buy
261
+168
+181% +$5.79K ﹤0.01% 939
2016
Q1
$3K Buy
+93
New +$3K ﹤0.01% 1105