Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28
Closed -$1.18K 3389
2025
Q1
$1.18K Sell
28
-9
-24% -$378 ﹤0.01% 2990
2024
Q4
$1.61K Sell
37
-854
-96% -$37.1K ﹤0.01% 2917
2024
Q3
$40.3K Buy
891
+11
+1% +$497 ﹤0.01% 1695
2024
Q2
$41K Hold
880
﹤0.01% 1609
2024
Q1
$51.2K Sell
880
-3
-0.3% -$175 ﹤0.01% 1544
2023
Q4
$47.1K Hold
883
﹤0.01% 1501
2023
Q3
$34.3K Hold
883
﹤0.01% 1585
2023
Q2
$39K Hold
883
﹤0.01% 1556
2023
Q1
$33.3K Hold
883
﹤0.01% 1597
2022
Q4
$26.4K Sell
883
-402
-31% -$12K ﹤0.01% 1665
2022
Q3
$30K Buy
1,285
+1,027
+398% +$24K ﹤0.01% 1551
2022
Q2
$7K Sell
258
-97
-27% -$2.63K ﹤0.01% 2316
2022
Q1
$12K Buy
355
+105
+42% +$3.55K ﹤0.01% 2076
2021
Q4
$10K Buy
250
+30
+14% +$1.2K ﹤0.01% 2133
2021
Q3
$10K Buy
220
+95
+76% +$4.32K ﹤0.01% 2075
2021
Q2
$5K Buy
125
+17
+16% +$680 ﹤0.01% 2290
2021
Q1
$5K Sell
108
-70
-39% -$3.24K ﹤0.01% 2157
2020
Q4
$8K Sell
178
-2
-1% -$90 ﹤0.01% 1792
2020
Q3
$6K Sell
180
-123
-41% -$4.1K ﹤0.01% 1829
2020
Q2
$8K Buy
303
+205
+209% +$5.41K ﹤0.01% 1644
2020
Q1
$2K Sell
98
-152
-61% -$3.1K ﹤0.01% 1987
2019
Q4
$9K Buy
250
+225
+900% +$8.1K ﹤0.01% 1501
2019
Q3
$1K Sell
25
-60
-71% -$2.4K ﹤0.01% 1998
2019
Q2
$2K Sell
85
-120
-59% -$2.82K ﹤0.01% 1783
2019
Q1
$6K Sell
205
-90
-31% -$2.63K ﹤0.01% 1548
2018
Q4
$8K Sell
295
-138
-32% -$3.74K ﹤0.01% 1420
2018
Q3
$17K Sell
433
-5
-1% -$196 ﹤0.01% 1227
2018
Q2
$20K Sell
438
-37
-8% -$1.69K ﹤0.01% 1170
2018
Q1
$23K Buy
+475
New +$23K ﹤0.01% 995
2016
Q4
Sell
-340
Closed -$10K 1014
2016
Q3
$10K Buy
+340
New +$10K ﹤0.01% 1028
2016
Q2
Sell
-433
Closed -$15K 1506
2016
Q1
$15K Buy
433
+415
+2,306% +$14.4K ﹤0.01% 747
2015
Q4
$1K Buy
+18
New +$1K ﹤0.01% 1213
2015
Q3
Sell
-19
Closed -$1K 1332
2015
Q2
$1K Hold
19
﹤0.01% 982
2015
Q1
$1K Hold
19
﹤0.01% 889
2014
Q4
$1K Hold
19
﹤0.01% 806
2014
Q3
$0 Hold
19
﹤0.01% 858
2014
Q2
$0 Hold
19
﹤0.01% 988
2014
Q1
$0 Hold
19
﹤0.01% 905
2013
Q4
$0 Sell
19
-15
-44% ﹤0.01% 793
2013
Q3
$1K Hold
34
﹤0.01% 609
2013
Q2
$1K Buy
+34
New +$1K ﹤0.01% 529