Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.6K Buy
1,359
+1,067
+365% +$19.3K ﹤0.01% 1398
2025
Q1
$4.18K Sell
292
-295
-50% -$4.23K ﹤0.01% 2088
2024
Q4
$13.3K Sell
587
-7
-1% -$159 ﹤0.01% 1252
2024
Q3
$17.7K Buy
594
+4
+0.7% +$119 ﹤0.01% 848
2024
Q2
$23.2K Buy
590
+37
+7% +$1.45K 0.01% 656
2024
Q1
$29.3K Hold
553
0.01% 387
2023
Q4
$31.1K Sell
553
-149
-21% -$8.39K 0.01% 368
2023
Q3
$32.4K Sell
702
-2
-0.3% -$92 0.01% 363
2023
Q2
$33K Sell
704
-12
-2% -$562 0.01% 365
2023
Q1
$32.2K Buy
716
+10
+1% +$449 0.01% 352
2022
Q4
$32.2K Hold
706
0.01% 316
2022
Q3
$25K Buy
706
+8
+1% +$283 0.01% 375
2022
Q2
$21K Sell
698
-39
-5% -$1.17K 0.01% 420
2022
Q1
$34K Sell
737
-29
-4% -$1.34K 0.01% 341
2021
Q4
$30K Hold
766
0.01% 366
2021
Q3
$31K Hold
766
0.01% 344
2021
Q2
$37K Sell
766
-210
-22% -$10.1K 0.01% 304
2021
Q1
$42K Sell
976
-5
-0.5% -$215 0.02% 320
2020
Q4
$28K Hold
981
0.01% 402
2020
Q3
$19K Buy
981
+10
+1% +$194 0.01% 446
2020
Q2
$22K Sell
971
-429
-31% -$9.72K 0.01% 387
2020
Q1
$22K Buy
1,400
+690
+97% +$10.8K 0.01% 342
2019
Q4
$19K Buy
710
+292
+70% +$7.81K 0.01% 488
2019
Q3
$7K Sell
418
-721
-63% -$12.1K ﹤0.01% 857
2019
Q2
$23K Sell
1,139
-215
-16% -$4.34K 0.01% 423
2019
Q1
$49K Buy
1,354
+322
+31% +$11.7K 0.02% 275
2018
Q4
$26K Buy
1,032
+92
+10% +$2.32K 0.01% 433
2018
Q3
$30K Buy
940
+800
+571% +$25.5K 0.01% 453
2018
Q2
$3K Buy
140
+5
+4% +$107 ﹤0.01% 1227
2018
Q1
$2K Buy
135
+49
+57% +$726 ﹤0.01% 1294
2017
Q4
$3K Sell
86
-194
-69% -$6.77K ﹤0.01% 1260
2017
Q3
$12K Sell
280
-29
-9% -$1.24K 0.01% 774
2017
Q2
$17K Hold
309
0.01% 658
2017
Q1
$14K Hold
309
0.01% 727
2016
Q4
$13K Sell
309
-44
-12% -$1.85K 0.01% 741
2016
Q3
$12K Buy
353
+4
+1% +$136 0.01% 743
2016
Q2
$11K Sell
349
-10
-3% -$315 0.01% 755
2016
Q1
$25K Sell
359
-16
-4% -$1.11K 0.02% 446
2015
Q4
$21K Buy
+375
New +$21K 0.01% 487