Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
587
-79
-12% -$34.9K ﹤0.01% 790
2025
Q1
$339K Buy
666
+73
+12% +$37.1K 0.01% 668
2024
Q4
$281K Sell
593
-26
-4% -$12.3K 0.01% 734
2024
Q3
$305K Sell
619
-36
-5% -$17.7K 0.01% 690
2024
Q2
$304K Buy
655
+98
+18% +$45.4K 0.01% 661
2024
Q1
$241K Sell
557
-12
-2% -$5.18K 0.01% 756
2023
Q4
$244K Sell
569
-108
-16% -$46.3K 0.01% 717
2023
Q3
$256K Buy
677
+163
+32% +$61.6K 0.01% 652
2023
Q2
$196K Sell
514
-33
-6% -$12.6K 0.01% 763
2023
Q1
$174K Sell
547
-7
-1% -$2.23K ﹤0.01% 782
2022
Q4
$138K Sell
554
-94
-15% -$23.4K ﹤0.01% 853
2022
Q3
$167K Buy
648
+105
+19% +$27.1K 0.01% 743
2022
Q2
$130K Sell
543
-223
-29% -$53.4K ﹤0.01% 862
2022
Q1
$233K Buy
766
+14
+2% +$4.26K 0.01% 666
2021
Q4
$235K Buy
752
+72
+11% +$22.5K 0.01% 651
2021
Q3
$180K Buy
680
+123
+22% +$32.6K 0.01% 736
2021
Q2
$160K Buy
557
+181
+48% +$52K 0.01% 755
2021
Q1
$98K Buy
376
+19
+5% +$4.95K ﹤0.01% 890
2020
Q4
$81K Sell
357
-2
-0.6% -$454 ﹤0.01% 877
2020
Q3
$84K Sell
359
-16
-4% -$3.74K ﹤0.01% 769
2020
Q2
$67K Buy
375
+187
+99% +$33.4K ﹤0.01% 838
2020
Q1
$30K Buy
188
+139
+284% +$22.2K ﹤0.01% 1082
2019
Q4
$9K Hold
49
﹤0.01% 1505
2019
Q3
$8K Hold
49
﹤0.01% 1509
2019
Q2
$8K Sell
49
-11
-18% -$1.8K ﹤0.01% 1479
2019
Q1
$9K Buy
60
+49
+445% +$7.35K ﹤0.01% 1454
2018
Q4
$2K Sell
11
-106
-91% -$19.3K ﹤0.01% 1754
2018
Q3
$21K Sell
117
-9
-7% -$1.62K ﹤0.01% 1158
2018
Q2
$22K Hold
126
﹤0.01% 1149
2018
Q1
$23K Buy
+126
New +$23K ﹤0.01% 999
2016
Q4
Sell
-17
Closed -$2K 1242
2016
Q3
$2K Hold
17
﹤0.01% 1451
2016
Q2
$2K Buy
17
+10
+143% +$1.18K ﹤0.01% 1262
2016
Q1
$1K Hold
7
﹤0.01% 1328
2015
Q4
$1K Sell
7
-36
-84% -$5.14K ﹤0.01% 1234
2015
Q3
$5K Buy
+43
New +$5K ﹤0.01% 846