Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.5K Sell
2,456
-1,000
-29% -$29.9K 0.01% 279
2025
Q1
$117K Hold
3,456
0.01% 242
2024
Q4
$102K Buy
3,456
+1,968
+132% +$58.2K 0.01% 254
2024
Q3
$46.7K Hold
1,488
﹤0.01% 345
2024
Q2
$53.7K Hold
1,488
0.01% 331
2024
Q1
$56.1K Sell
1,488
-300
-17% -$11.3K 0.01% 337
2023
Q4
$63.3K Hold
1,788
0.01% 321
2023
Q3
$69.2K Hold
1,788
0.01% 296
2023
Q2
$63.1K Hold
1,788
0.01% 309
2023
Q1
$67.8K Hold
1,788
0.01% 308
2022
Q4
$62K Hold
1,788
0.01% 313
2022
Q3
$51K Hold
1,788
0.01% 325
2022
Q2
$51K Hold
1,788
0.01% 326
2022
Q1
$52K Buy
1,788
+288
+19% +$8.38K 0.01% 345
2021
Q4
$40K Hold
1,500
0.01% 233
2021
Q3
$41K Buy
+1,500
New +$41K 0.01% 238
2021
Q1
$37K Hold
1,500
0.01% 275
2020
Q4
$31K Sell
1,500
-600
-29% -$12.4K 0.01% 288
2020
Q3
$37K Hold
2,100
0.01% 263
2020
Q2
$49K Sell
2,100
-1,000
-32% -$23.3K 0.01% 231
2020
Q1
$76K Buy
3,100
+171
+6% +$4.19K 0.02% 199
2019
Q4
$111K Buy
2,929
+2,552
+677% +$96.7K 0.02% 190
2019
Q3
$14K Sell
377
-6
-2% -$223 ﹤0.01% 303
2019
Q2
$16K Sell
383
-1,558
-80% -$65.1K ﹤0.01% 307
2019
Q1
$83K Buy
1,941
+495
+34% +$21.2K 0.02% 197
2018
Q4
$53K Sell
1,446
-333
-19% -$12.2K 0.01% 224
2018
Q3
$78K Buy
1,779
+290
+19% +$12.7K 0.02% 219
2018
Q2
$64K Sell
1,489
-19
-1% -$817 0.01% 235
2018
Q1
$57K Sell
1,508
-23
-2% -$869 0.01% 233
2017
Q4
$59K Sell
1,531
-23
-1% -$886 0.01% 213
2017
Q3
$54K Sell
1,554
-26
-2% -$903 0.01% 214
2017
Q2
$49K Sell
1,580
-27
-2% -$837 0.01% 219
2017
Q1
$48K Sell
1,607
-28
-2% -$836 0.01% 226
2016
Q4
$52K Buy
1,635
+1,187
+265% +$37.8K 0.01% 211
2016
Q3
$13K Hold
448
﹤0.01% 305
2016
Q2
$13K Hold
448
﹤0.01% 366
2016
Q1
$11K Hold
448
﹤0.01% 376
2015
Q4
$12K Hold
448
﹤0.01% 400
2015
Q3
$12K Hold
448
﹤0.01% 408
2015
Q2
$15K Sell
448
-6
-1% -$201 ﹤0.01% 397
2015
Q1
$15K Hold
454
﹤0.01% 400
2014
Q4
$14K Sell
454
-7
-2% -$216 ﹤0.01% 353
2014
Q3
$17K Hold
461
﹤0.01% 338
2014
Q2
$20K Hold
461
﹤0.01% 337
2014
Q1
$18K Hold
461
﹤0.01% 345
2013
Q4
$18K Sell
461
-244
-35% -$9.53K ﹤0.01% 359
2013
Q3
$24K Buy
705
+244
+53% +$8.31K 0.01% 334
2013
Q2
$16K Buy
+461
New +$16K ﹤0.01% 371