Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.6K Sell
913
-1
-0.1% -$73 ﹤0.01% 1432
2025
Q1
$71.5K Buy
914
+163
+22% +$12.8K ﹤0.01% 1386
2024
Q4
$50.9K Buy
751
+24
+3% +$1.63K ﹤0.01% 1567
2024
Q3
$48.9K Sell
727
-17
-2% -$1.14K ﹤0.01% 1582
2024
Q2
$45.2K Sell
744
-133
-15% -$8.08K ﹤0.01% 1556
2024
Q1
$53.8K Sell
877
-10
-1% -$614 ﹤0.01% 1508
2023
Q4
$55.3K Buy
887
+227
+34% +$14.2K ﹤0.01% 1403
2023
Q3
$37.3K Sell
660
-150
-19% -$8.49K ﹤0.01% 1534
2023
Q2
$51.4K Sell
810
-42
-5% -$2.66K ﹤0.01% 1412
2023
Q1
$59.8K Buy
852
+29
+4% +$2.03K ﹤0.01% 1295
2022
Q4
$56.7K Sell
823
-7
-0.8% -$482 ﹤0.01% 1295
2022
Q3
$52K Sell
830
-43
-5% -$2.69K ﹤0.01% 1253
2022
Q2
$65K Buy
873
+88
+11% +$6.55K ﹤0.01% 1167
2022
Q1
$56K Sell
785
-10
-1% -$713 ﹤0.01% 1319
2021
Q4
$52K Sell
795
-92
-10% -$6.02K ﹤0.01% 1324
2021
Q3
$54K Buy
887
+6
+0.7% +$365 ﹤0.01% 1266
2021
Q2
$64K Buy
881
+11
+1% +$799 ﹤0.01% 1157
2021
Q1
$64K Sell
870
-164
-16% -$12.1K ﹤0.01% 1066
2020
Q4
$66K Buy
1,034
+403
+64% +$25.7K ﹤0.01% 959
2020
Q3
$34K Buy
631
+265
+72% +$14.3K ﹤0.01% 1148
2020
Q2
$24K Buy
366
+151
+70% +$9.9K ﹤0.01% 1264
2020
Q1
$16K Buy
215
+3
+1% +$223 ﹤0.01% 1327
2019
Q4
$18K Sell
212
-23
-10% -$1.95K ﹤0.01% 1315
2019
Q3
$21K Buy
235
+23
+11% +$2.06K ﹤0.01% 1203
2019
Q2
$18K Buy
212
+53
+33% +$4.5K ﹤0.01% 1239
2019
Q1
$13K Hold
159
﹤0.01% 1330
2018
Q4
$12K Hold
159
﹤0.01% 1306
2018
Q3
$12K Hold
159
﹤0.01% 1340
2018
Q2
$11K Hold
159
﹤0.01% 1368
2018
Q1
$11K Buy
+159
New +$11K ﹤0.01% 1222
2016
Q4
Sell
-62
Closed -$4K 1075
2016
Q3
$4K Hold
62
﹤0.01% 1304
2016
Q2
$4K Buy
+62
New +$4K ﹤0.01% 1134
2016
Q1
Sell
-62
Closed -$4K 1443
2015
Q4
$4K Hold
62
﹤0.01% 959
2015
Q3
$3K Buy
+62
New +$3K ﹤0.01% 965