Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
1,528
-51
-3% -$3.49K ﹤0.01% 1213
2025
Q1
$106K Buy
1,579
+73
+5% +$4.88K ﹤0.01% 1181
2024
Q4
$107K Buy
1,506
+2
+0.1% +$142 ﹤0.01% 1202
2024
Q3
$93.1K Sell
1,504
-68
-4% -$4.21K ﹤0.01% 1248
2024
Q2
$70.8K Buy
1,572
+360
+30% +$16.2K ﹤0.01% 1336
2024
Q1
$58K Sell
1,212
-20
-2% -$957 ﹤0.01% 1468
2023
Q4
$69.9K Sell
1,232
-146
-11% -$8.28K ﹤0.01% 1305
2023
Q3
$61.7K Buy
1,378
+12
+0.9% +$537 ﹤0.01% 1291
2023
Q2
$67.2K Sell
1,366
-23
-2% -$1.13K ﹤0.01% 1265
2023
Q1
$60.7K Sell
1,389
-19
-1% -$830 ﹤0.01% 1290
2022
Q4
$43.9K Sell
1,408
-29
-2% -$905 ﹤0.01% 1432
2022
Q3
$41K Sell
1,437
-115
-7% -$3.28K ﹤0.01% 1375
2022
Q2
$49K Buy
1,552
+186
+14% +$5.87K ﹤0.01% 1307
2022
Q1
$66K Sell
1,366
-446
-25% -$21.5K ﹤0.01% 1234
2021
Q4
$113K Buy
1,812
+1,488
+459% +$92.8K ﹤0.01% 955
2021
Q3
$29K Sell
324
-96
-23% -$8.59K ﹤0.01% 1584
2021
Q2
$51K Buy
420
+106
+34% +$12.9K ﹤0.01% 1262
2021
Q1
$41K Buy
314
+69
+28% +$9.01K ﹤0.01% 1264
2020
Q4
$33K Buy
245
+21
+9% +$2.83K ﹤0.01% 1259
2020
Q3
$23K Buy
224
+11
+5% +$1.13K ﹤0.01% 1315
2020
Q2
$12K Buy
213
+23
+12% +$1.3K ﹤0.01% 1515
2020
Q1
$6K Buy
190
+126
+197% +$3.98K ﹤0.01% 1647
2019
Q4
$3K Hold
64
﹤0.01% 1831
2019
Q3
$2K Sell
64
-23
-26% -$719 ﹤0.01% 1869
2019
Q2
$4K Sell
87
-16
-16% -$736 ﹤0.01% 1639
2019
Q1
$4K Hold
103
﹤0.01% 1654
2018
Q4
$3K Buy
103
+39
+61% +$1.14K ﹤0.01% 1677
2018
Q3
$3K Sell
64
-22
-26% -$1.03K ﹤0.01% 1656
2018
Q2
$5K Buy
86
+43
+100% +$2.5K ﹤0.01% 1571
2018
Q1
$2K Buy
+43
New +$2K ﹤0.01% 1589
2016
Q4
Sell
-64
Closed -$2K 1269
2016
Q3
$2K Buy
+64
New +$2K ﹤0.01% 1453