Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.8K Buy
+208
New +$14.8K ﹤0.01% 229
2025
Q1
Sell
-205
Closed -$15.5K 343
2024
Q4
$15.5K Buy
+205
New +$15.5K ﹤0.01% 281
2024
Q3
Sell
-323
Closed -$24.3K 342
2024
Q2
$24.3K Sell
323
-2
-0.6% -$151 ﹤0.01% 253
2024
Q1
$30.5K Buy
325
+316
+3,511% +$29.7K 0.01% 251
2023
Q4
$977 Sell
9
-22
-71% -$2.39K ﹤0.01% 326
2023
Q3
$2.96K Sell
31
-4
-11% -$382 ﹤0.01% 299
2023
Q2
$3.86K Hold
35
0.01% 237
2023
Q1
$4.29K Buy
+35
New +$4.29K 0.01% 172
2022
Q3
$0 Hold
4
﹤0.01% 376
2022
Q2
$0 Hold
4
﹤0.01% 406
2022
Q1
$1K Hold
4
﹤0.01% 319
2021
Q4
$1K Sell
4
-5,433
-100% -$1.36M ﹤0.01% 341
2021
Q3
$790K Buy
5,437
+5,422
+36,147% +$788K 0.71% 76
2021
Q2
$2K Sell
15
-9,360
-100% -$1.25M ﹤0.01% 319
2021
Q1
$1.25M Sell
9,375
-11,153
-54% -$1.48M 1.01% 28
2020
Q4
$2.9M Buy
20,528
+20,524
+513,100% +$2.9M 2.3% 2
2020
Q3
$1K Hold
4
﹤0.01% 277
2020
Q2
$0 Hold
4
﹤0.01% 299
2020
Q1
$0 Hold
4
﹤0.01% 289
2019
Q4
$0 Hold
4
﹤0.01% 284
2019
Q3
$0 Buy
+4
New ﹤0.01% 244
2019
Q1
Sell
-101,093
Closed -$8.57M 267
2018
Q4
$8.57M Buy
+101,093
New +$8.57M 2.13% 9
2018
Q3
Sell
-44,766
Closed -$2.97M 356
2018
Q2
$2.97M Sell
44,766
-112
-0.2% -$7.44K 0.72% 59
2018
Q1
$2.98M Buy
+44,878
New +$2.98M 0.72% 60
2016
Q1
Sell
-242,211
Closed -$15.1M 105
2015
Q4
$15.1M Buy
+242,211
New +$15.1M 6.12% 3
2015
Q2
Sell
-284,206
Closed -$14.3M 259
2015
Q1
$14.3M Buy
+284,206
New +$14.3M 4.65% 3