Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.2K Buy
1,047
+486
+87% +$10.8K ﹤0.01% 688
2025
Q1
$12.9K Sell
561
-90
-14% -$2.07K ﹤0.01% 732
2024
Q4
$15.1K Buy
651
+457
+236% +$10.6K ﹤0.01% 721
2024
Q3
$6.75K Hold
194
﹤0.01% 796
2024
Q2
$6.28K Hold
194
﹤0.01% 732
2024
Q1
$6.59K Sell
194
-500
-72% -$17K ﹤0.01% 720
2023
Q4
$27.3K Sell
694
-1,960
-74% -$77.2K ﹤0.01% 507
2023
Q3
$101K Sell
2,654
-900
-25% -$34.4K 0.01% 366
2023
Q2
$162K Sell
3,554
-255
-7% -$11.6K 0.01% 331
2023
Q1
$171K Buy
3,809
+2,835
+291% +$127K 0.01% 325
2022
Q4
$42.8K Hold
974
﹤0.01% 503
2022
Q3
$41K Hold
974
﹤0.01% 512
2022
Q2
$48K Sell
974
-2,860
-75% -$141K ﹤0.01% 483
2022
Q1
$213K Buy
3,834
+600
+19% +$33.3K 0.01% 305
2021
Q4
$168K Buy
+3,234
New +$168K 0.01% 336
2021
Q3
Sell
-374
Closed -$18K 339
2021
Q2
$18K Hold
374
﹤0.01% 566
2021
Q1
$17K Sell
374
-57
-13% -$2.59K ﹤0.01% 570
2020
Q4
$18K Sell
431
-103
-19% -$4.3K ﹤0.01% 555
2020
Q3
$22K Sell
534
-1,000
-65% -$41.2K ﹤0.01% 515
2020
Q2
$64K Hold
1,534
0.01% 409
2020
Q1
$63K Hold
1,534
0.01% 408
2019
Q4
$71K Hold
1,534
0.01% 427
2019
Q3
$74K Sell
1,534
-646
-30% -$31.2K 0.01% 434
2019
Q2
$99K Buy
2,180
+500
+30% +$22.7K 0.01% 402
2019
Q1
$74K Hold
1,680
0.01% 422
2018
Q4
$66K Hold
1,680
0.01% 430
2018
Q3
$68K Buy
1,680
+400
+31% +$16.2K 0.01% 468
2018
Q2
$52K Hold
1,280
﹤0.01% 520
2018
Q1
$55K Buy
1,280
+180
+16% +$7.73K 0.01% 483
2017
Q4
$53K Sell
1,100
-100
-8% -$4.82K ﹤0.01% 492
2017
Q3
$56K Hold
1,200
0.01% 477
2017
Q2
$54K Sell
1,200
-75
-6% -$3.38K 0.01% 485
2017
Q1
$56K Hold
1,275
0.01% 467
2016
Q4
$55K Hold
1,275
0.01% 466
2016
Q3
$59K Sell
1,275
-100
-7% -$4.63K 0.01% 415
2016
Q2
$65K Sell
1,375
-50
-4% -$2.36K 0.01% 364
2016
Q1
$65K Sell
1,425
-124
-8% -$5.66K 0.01% 361
2015
Q4
$59K Hold
1,549
0.01% 371
2015
Q3
$63K Hold
1,549
0.01% 364
2015
Q2
$66K Hold
1,549
0.01% 360
2015
Q1
$66K Hold
1,549
0.01% 361
2014
Q4
$71K Hold
1,549
0.01% 347
2014
Q3
$66K Hold
1,549
0.01% 350
2014
Q2
$70K Sell
1,549
-200
-11% -$9.04K 0.01% 333
2014
Q1
$75K Buy
1,749
+73
+4% +$3.13K 0.01% 318
2013
Q4
$72K Buy
1,676
+324
+24% +$13.9K 0.01% 315
2013
Q3
$58K Buy
1,352
+1,173
+655% +$50.3K 0.01% 319
2013
Q2
$7K Buy
+179
New +$7K ﹤0.01% 604