Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
8,682
+7,066
+437% +$1.25M 0.11% 82
2025
Q1
$74K Sell
1,616
-18
-1% -$824 0.01% 205
2024
Q4
$62K Buy
1,634
+18
+1% +$683 ﹤0.01% 232
2024
Q3
$66K Hold
1,616
0.01% 206
2024
Q2
$56K Hold
1,616
﹤0.01% 220
2024
Q1
$61K Buy
1,616
+123
+8% +$4.64K 0.01% 214
2023
Q4
$54K Sell
1,493
-19
-1% -$687 0.01% 213
2023
Q3
$57K Sell
1,512
-19
-1% -$716 0.01% 210
2023
Q2
$62K Sell
1,531
-18
-1% -$729 0.01% 223
2023
Q1
$65K Hold
1,549
0.01% 201
2022
Q4
$67K Buy
1,549
+56
+4% +$2.42K 0.01% 192
2022
Q3
$56K Hold
1,493
0.01% 187
2022
Q2
$68K Hold
1,493
0.01% 168
2022
Q1
$71K Sell
1,493
-600
-29% -$28.5K 0.01% 175
2021
Q4
$86K Hold
2,093
0.01% 166
2021
Q3
$72K Sell
2,093
-1,434
-41% -$49.3K 0.01% 173
2021
Q2
$111K Hold
3,527
0.01% 139
2021
Q1
$110K Hold
3,527
0.01% 137
2020
Q4
$106K Buy
3,527
+1,678
+91% +$50.4K 0.01% 131
2020
Q3
$47K Buy
+1,849
New +$47K 0.01% 127
2020
Q1
$108K Buy
4,104
+281
+7% +$7.4K 0.02% 99
2019
Q4
$124K Buy
3,823
+2,254
+144% +$73.1K 0.02% 110
2019
Q3
$54K Hold
1,569
0.01% 121
2019
Q2
$54K Hold
1,569
0.01% 112
2019
Q1
$56K Sell
1,569
-629
-29% -$22.5K 0.01% 124
2018
Q4
$71K Sell
2,198
-143
-6% -$4.62K 0.02% 91
2018
Q3
$73K Buy
2,341
+607
+35% +$18.9K 0.01% 95
2018
Q2
$53K Hold
1,734
0.01% 108
2018
Q1
$48K Buy
1,734
+17
+1% +$471 0.01% 112
2017
Q4
$48K Hold
1,717
0.01% 108
2017
Q3
$46K Hold
1,717
0.01% 114
2017
Q2
$44K Hold
1,717
0.01% 120
2017
Q1
$44K Hold
1,717
0.01% 145
2016
Q4
$43K Hold
1,717
0.01% 94
2016
Q3
$41K Hold
1,717
0.01% 102
2016
Q2
$45K Hold
1,717
0.01% 87
2016
Q1
$44K Buy
+1,717
New +$44K 0.01% 89