Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Buy
1,553
+891
+135% +$75.7K ﹤0.01% 1107
2025
Q1
$47.9K Buy
662
+170
+35% +$12.3K ﹤0.01% 1584
2024
Q4
$34.4K Sell
492
-819
-62% -$57.3K ﹤0.01% 1764
2024
Q3
$135K Buy
1,311
+5
+0.4% +$516 ﹤0.01% 1053
2024
Q2
$152K Sell
1,306
-30
-2% -$3.48K ﹤0.01% 952
2024
Q1
$153K Buy
1,336
+33
+3% +$3.79K ﹤0.01% 966
2023
Q4
$147K Sell
1,303
-623
-32% -$70.2K ﹤0.01% 928
2023
Q3
$184K Sell
1,926
-177
-8% -$16.9K ﹤0.01% 780
2023
Q2
$215K Buy
2,103
+64
+3% +$6.53K 0.01% 731
2023
Q1
$207K Sell
2,039
-44
-2% -$4.47K 0.01% 718
2022
Q4
$189K Buy
2,083
+505
+32% +$45.8K 0.01% 727
2022
Q3
$125K Sell
1,578
-634
-29% -$50.2K ﹤0.01% 854
2022
Q2
$209K Buy
2,212
+447
+25% +$42.2K 0.01% 684
2022
Q1
$219K Buy
1,765
+638
+57% +$79.2K 0.01% 685
2021
Q4
$176K Sell
1,127
-24
-2% -$3.75K 0.01% 772
2021
Q3
$192K Sell
1,151
-92
-7% -$15.3K 0.01% 711
2021
Q2
$243K Buy
1,243
+101
+9% +$19.7K 0.01% 589
2021
Q1
$209K Buy
1,142
+83
+8% +$15.2K 0.01% 566
2020
Q4
$176K Sell
1,059
-18
-2% -$2.99K 0.01% 579
2020
Q3
$139K Buy
1,077
+624
+138% +$80.5K 0.01% 599
2020
Q2
$50K Buy
453
+14
+3% +$1.55K ﹤0.01% 952
2020
Q1
$35K Buy
439
+322
+275% +$25.7K ﹤0.01% 1030
2019
Q4
$14K Buy
117
+8
+7% +$957 ﹤0.01% 1380
2019
Q3
$8K Hold
109
﹤0.01% 1497
2019
Q2
$7K Sell
109
-2
-2% -$128 ﹤0.01% 1502
2019
Q1
$8K Hold
111
﹤0.01% 1484
2018
Q4
$7K Sell
111
-260
-70% -$16.4K ﹤0.01% 1453
2018
Q3
$29K Hold
371
﹤0.01% 1069
2018
Q2
$30K Buy
371
+145
+64% +$11.7K ﹤0.01% 1037
2018
Q1
$16K Buy
+226
New +$16K ﹤0.01% 1111
2016
Q4
Sell
-80
Closed -$4K 974
2016
Q3
$4K Buy
80
+5
+7% +$250 ﹤0.01% 1302
2016
Q2
$4K Sell
75
-44
-37% -$2.35K ﹤0.01% 1129
2016
Q1
$6K Buy
119
+101
+561% +$5.09K ﹤0.01% 963
2015
Q4
$1K Buy
18
+3
+20% +$167 ﹤0.01% 1208
2015
Q3
$1K Buy
+15
New +$1K ﹤0.01% 1151