Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.02K Sell
41
-24
-37% -$3.53K ﹤0.01% 2525
2025
Q1
$10.2K Hold
65
﹤0.01% 2333
2024
Q4
$11.4K Sell
65
-12
-16% -$2.1K ﹤0.01% 2313
2024
Q3
$16.1K Sell
77
-454
-85% -$95.2K ﹤0.01% 2134
2024
Q2
$94.1K Buy
531
+358
+207% +$63.4K ﹤0.01% 1189
2024
Q1
$41.1K Sell
173
-44
-20% -$10.5K ﹤0.01% 1649
2023
Q4
$42.2K Sell
217
-299
-58% -$58.2K ﹤0.01% 1550
2023
Q3
$97.1K Buy
516
+293
+131% +$55.1K ﹤0.01% 1069
2023
Q2
$40.6K Sell
223
-4
-2% -$728 ﹤0.01% 1542
2023
Q1
$41.7K Buy
227
+4
+2% +$736 ﹤0.01% 1484
2022
Q4
$36.5K Buy
223
+92
+70% +$15.1K ﹤0.01% 1504
2022
Q3
$17K Hold
131
﹤0.01% 1832
2022
Q2
$20K Sell
131
-8
-6% -$1.22K ﹤0.01% 1784
2022
Q1
$25K Sell
139
-778
-85% -$140K ﹤0.01% 1735
2021
Q4
$129K Buy
917
+506
+123% +$71.2K ﹤0.01% 902
2021
Q3
$72K Sell
411
-20
-5% -$3.5K ﹤0.01% 1123
2021
Q2
$84K Sell
431
-25
-5% -$4.87K ﹤0.01% 1026
2021
Q1
$95K Buy
456
+115
+34% +$24K ﹤0.01% 905
2020
Q4
$69K Buy
341
+32
+10% +$6.48K ﹤0.01% 939
2020
Q3
$43K Sell
309
-21
-6% -$2.92K ﹤0.01% 1053
2020
Q2
$54K Buy
330
+48
+17% +$7.86K ﹤0.01% 916
2020
Q1
$29K Buy
282
+99
+54% +$10.2K ﹤0.01% 1093
2019
Q4
$38K Buy
183
+22
+14% +$4.57K ﹤0.01% 1074
2019
Q3
$33K Hold
161
﹤0.01% 1066
2019
Q2
$34K Sell
161
-32
-17% -$6.76K ﹤0.01% 1027
2019
Q1
$37K Hold
193
﹤0.01% 971
2018
Q4
$27K Buy
193
+32
+20% +$4.48K ﹤0.01% 1051
2018
Q3
$32K Hold
161
﹤0.01% 1035
2018
Q2
$31K Hold
161
﹤0.01% 1025
2018
Q1
$25K Buy
+161
New +$25K ﹤0.01% 975
2016
Q4
Sell
-136
Closed -$15K 1229
2016
Q3
$15K Hold
136
﹤0.01% 910
2016
Q2
$12K Buy
136
+121
+807% +$10.7K ﹤0.01% 872
2016
Q1
$1K Buy
+15
New +$1K ﹤0.01% 1325
2013
Q3
Sell
-6
Closed 772
2013
Q2
$0 Buy
+6
New ﹤0.01% 629