Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45K Hold
312
﹤0.01% 1338
2025
Q1
$1.7K Sell
312
-1,665
-84% -$9.09K ﹤0.01% 1300
2024
Q4
$13.8K Buy
1,977
+263
+15% +$1.83K ﹤0.01% 1019
2024
Q3
$16.1K Sell
1,714
-8
-0.5% -$75 ﹤0.01% 975
2024
Q2
$17.2K Hold
1,722
﹤0.01% 916
2024
Q1
$20.6K Hold
1,722
﹤0.01% 851
2023
Q4
$21.4K Buy
1,722
+14
+0.8% +$174 ﹤0.01% 829
2023
Q3
$18.7K Hold
1,708
﹤0.01% 826
2023
Q2
$21K Buy
1,708
+60
+4% +$737 ﹤0.01% 848
2023
Q1
$19.9K Hold
1,648
﹤0.01% 850
2022
Q4
$14.1K Buy
1,648
+1
+0.1% +$9 ﹤0.01% 895
2022
Q3
$11K Hold
1,647
﹤0.01% 897
2022
Q2
$13K Sell
1,647
-22
-1% -$174 ﹤0.01% 881
2022
Q1
$15K Buy
1,669
+560
+50% +$5.03K ﹤0.01% 852
2021
Q4
$12K Buy
1,109
+797
+255% +$8.62K ﹤0.01% 877
2021
Q3
$3K Hold
312
﹤0.01% 1042
2021
Q2
$3K Hold
312
﹤0.01% 948
2021
Q1
$3K Hold
312
﹤0.01% 939
2020
Q4
$2K Hold
312
﹤0.01% 936
2020
Q3
$1K Hold
312
﹤0.01% 942
2020
Q2
$1K Sell
312
-49
-14% -$157 ﹤0.01% 914
2020
Q1
$2K Hold
361
﹤0.01% 934
2019
Q4
$4K Hold
361
﹤0.01% 936
2019
Q3
$4K Sell
361
-986
-73% -$10.9K ﹤0.01% 931
2019
Q2
$18K Sell
1,347
-846
-39% -$11.3K ﹤0.01% 752
2019
Q1
$25K Buy
2,193
+10
+0.5% +$114 ﹤0.01% 694
2018
Q4
$14K Hold
2,183
﹤0.01% 781
2018
Q3
$28K Sell
2,183
-148
-6% -$1.9K ﹤0.01% 692
2018
Q2
$33K Sell
2,331
-1,102
-32% -$15.6K ﹤0.01% 673
2018
Q1
$63K Buy
3,433
+679
+25% +$12.5K 0.01% 563
2017
Q4
$55K Buy
2,754
+1,238
+82% +$24.7K ﹤0.01% 562
2017
Q3
$25K Hold
1,516
﹤0.01% 661
2017
Q2
$29K Sell
1,516
-16
-1% -$306 ﹤0.01% 633
2017
Q1
$28K Sell
1,532
-5,264
-77% -$96.2K ﹤0.01% 631
2016
Q4
$124K Buy
+6,796
New +$124K 0.01% 398