Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.8K Sell
1,195
-978
-45% -$45.7K ﹤0.01% 1521
2025
Q1
$82.1K Buy
2,173
+1,022
+89% +$38.6K ﹤0.01% 1310
2024
Q4
$53.2K Sell
1,151
-293
-20% -$13.5K ﹤0.01% 1550
2024
Q3
$76.4K Buy
1,444
+127
+10% +$6.72K ﹤0.01% 1349
2024
Q2
$72.2K Buy
1,317
+94
+8% +$5.16K ﹤0.01% 1327
2024
Q1
$78.8K Sell
1,223
-26
-2% -$1.67K ﹤0.01% 1317
2023
Q4
$71.8K Buy
1,249
+102
+9% +$5.86K ﹤0.01% 1293
2023
Q3
$66.1K Sell
1,147
-389
-25% -$22.4K ﹤0.01% 1251
2023
Q2
$91.9K Buy
1,536
+230
+18% +$13.8K ﹤0.01% 1103
2023
Q1
$63.2K Buy
1,306
+29
+2% +$1.4K ﹤0.01% 1270
2022
Q4
$54.5K Buy
1,277
+472
+59% +$20.2K ﹤0.01% 1316
2022
Q3
$24K Buy
805
+252
+46% +$7.51K ﹤0.01% 1655
2022
Q2
$15K Buy
553
+55
+11% +$1.49K ﹤0.01% 1927
2022
Q1
$18K Sell
498
-213
-30% -$7.7K ﹤0.01% 1895
2021
Q4
$31K Buy
711
+54
+8% +$2.35K ﹤0.01% 1573
2021
Q3
$28K Sell
657
-7
-1% -$298 ﹤0.01% 1602
2021
Q2
$32K Buy
664
+45
+7% +$2.17K ﹤0.01% 1510
2021
Q1
$29K Hold
619
﹤0.01% 1418
2020
Q4
$22K Buy
619
+80
+15% +$2.84K ﹤0.01% 1424
2020
Q3
$10K Buy
539
+85
+19% +$1.58K ﹤0.01% 1638
2020
Q2
$9K Buy
454
+402
+773% +$7.97K ﹤0.01% 1610
2020
Q1
$1K Buy
52
+19
+58% +$365 ﹤0.01% 2190
2019
Q4
$1K Buy
+33
New +$1K ﹤0.01% 2103
2016
Q1
Sell
-139
Closed -$3K 1446
2015
Q4
$3K Hold
139
﹤0.01% 1032
2015
Q3
$2K Hold
139
﹤0.01% 1052
2015
Q2
$3K Buy
+139
New +$3K ﹤0.01% 845