Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.6K Buy
9,263
+5,781
+166% +$49.7K ﹤0.01% 2549
2025
Q1
$34.6K Sell
3,482
-689
-17% -$6.85K ﹤0.01% 2913
2024
Q4
$52K Buy
4,171
+1,497
+56% +$18.7K ﹤0.01% 2722
2024
Q3
$45.9K Buy
2,674
+86
+3% +$1.48K ﹤0.01% 2778
2024
Q2
$59.3K Buy
2,588
+703
+37% +$16.1K ﹤0.01% 2577
2024
Q1
$37.6K Buy
1,885
+299
+19% +$5.97K ﹤0.01% 2835
2023
Q4
$25.3K Sell
1,586
-906
-36% -$14.4K ﹤0.01% 2946
2023
Q3
$57.9K Buy
2,492
+311
+14% +$7.23K ﹤0.01% 2374
2023
Q2
$38.6K Buy
2,181
+1,361
+166% +$24.1K ﹤0.01% 2606
2023
Q1
$15.1K Hold
820
﹤0.01% 3115
2022
Q4
$14.9K Buy
820
+38
+5% +$689 ﹤0.01% 3140
2022
Q3
$10K Buy
782
+648
+484% +$8.29K ﹤0.01% 3365
2022
Q2
$2K Sell
134
-411
-75% -$6.13K ﹤0.01% 3865
2022
Q1
$10K Buy
545
+104
+24% +$1.91K ﹤0.01% 3365
2021
Q4
$6K Sell
441
-348
-44% -$4.74K ﹤0.01% 3580
2021
Q3
$14K Buy
789
+297
+60% +$5.27K ﹤0.01% 3291
2021
Q2
$9K Buy
492
+258
+110% +$4.72K ﹤0.01% 3437
2021
Q1
$5K Buy
234
+62
+36% +$1.33K ﹤0.01% 3491
2020
Q4
$3K Buy
172
+97
+129% +$1.69K ﹤0.01% 3498
2020
Q3
$1K Sell
75
-3
-4% -$40 ﹤0.01% 3569
2020
Q2
$1K Sell
78
-138
-64% -$1.77K ﹤0.01% 3574
2020
Q1
$3K Buy
+216
New +$3K ﹤0.01% 3328
2017
Q4
Sell
-638
Closed -$30K 3684
2017
Q3
$30K Sell
638
-1,901
-75% -$89.4K ﹤0.01% 2766
2017
Q2
$126K Sell
2,539
-266
-9% -$13.2K ﹤0.01% 2079
2017
Q1
$178K Buy
+2,805
New +$178K ﹤0.01% 1878
2016
Q3
Sell
-554
Closed -$49K 3628
2016
Q2
$49K Buy
554
+323
+140% +$28.6K ﹤0.01% 2413
2016
Q1
$23K Sell
231
-50
-18% -$4.98K ﹤0.01% 2715
2015
Q4
$28K Buy
+281
New +$28K ﹤0.01% 2690