Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.05K Hold
190
﹤0.01% 2730
2025
Q1
$2.73K Hold
190
﹤0.01% 2782
2024
Q4
$2.58K Hold
190
﹤0.01% 2788
2024
Q3
$3.19K Sell
190
-283
-60% -$4.75K ﹤0.01% 2690
2024
Q2
$7.16K Sell
473
-36
-7% -$545 ﹤0.01% 2388
2024
Q1
$8.15K Hold
509
﹤0.01% 2372
2023
Q4
$9.06K Sell
509
-853
-63% -$15.2K ﹤0.01% 2293
2023
Q3
$22.3K Buy
1,362
+540
+66% +$8.82K ﹤0.01% 1788
2023
Q2
$16K Sell
822
-66
-7% -$1.28K ﹤0.01% 1995
2023
Q1
$17.6K Buy
888
+385
+77% +$7.65K ﹤0.01% 1937
2022
Q4
$9.71K Buy
503
+76
+18% +$1.47K ﹤0.01% 2165
2022
Q3
$8K Hold
427
﹤0.01% 2210
2022
Q2
$10K Buy
427
+18
+4% +$422 ﹤0.01% 2122
2022
Q1
$11K Hold
409
﹤0.01% 2116
2021
Q4
$10K Buy
409
+90
+28% +$2.2K ﹤0.01% 2139
2021
Q3
$7K Sell
319
-39
-11% -$856 ﹤0.01% 2251
2021
Q2
$8K Hold
358
﹤0.01% 2101
2021
Q1
$7K Hold
358
﹤0.01% 2025
2020
Q4
$7K Hold
358
﹤0.01% 1857
2020
Q3
$6K Hold
358
﹤0.01% 1840
2020
Q2
$6K Sell
358
-667
-65% -$11.2K ﹤0.01% 1749
2020
Q1
$16K Buy
1,025
+757
+282% +$11.8K ﹤0.01% 1328
2019
Q4
$5K Hold
268
﹤0.01% 1646
2019
Q3
$5K Buy
268
+46
+21% +$858 ﹤0.01% 1621
2019
Q2
$4K Buy
222
+92
+71% +$1.66K ﹤0.01% 1634
2019
Q1
$2K Buy
130
+14
+12% +$215 ﹤0.01% 1799
2018
Q4
$2K Sell
116
-398
-77% -$6.86K ﹤0.01% 1749
2018
Q3
$9K Sell
514
-152
-23% -$2.66K ﹤0.01% 1418
2018
Q2
$12K Sell
666
-328
-33% -$5.91K ﹤0.01% 1345
2018
Q1
$17K Buy
+994
New +$17K ﹤0.01% 1092
2017
Q2
Sell
-17,738
Closed -$288K 316
2017
Q1
$288K Buy
+17,738
New +$288K 0.04% 203
2016
Q4
Sell
-810
Closed -$13K 1153
2016
Q3
$13K Buy
+810
New +$13K ﹤0.01% 955