Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.8K Buy
1,409
+164
+13% +$3.59K ﹤0.01% 1042
2025
Q1
$24.4K Hold
1,245
﹤0.01% 1062
2024
Q4
$19.5K Buy
1,245
+180
+17% +$2.82K ﹤0.01% 1117
2024
Q3
$19.3K Hold
1,065
﹤0.01% 1117
2024
Q2
$18.2K Buy
1,065
+767
+257% +$13.1K ﹤0.01% 1109
2024
Q1
$4.91K Hold
298
﹤0.01% 1356
2023
Q4
$4.48K Hold
298
﹤0.01% 1336
2023
Q3
$3.93K Hold
298
﹤0.01% 1407
2023
Q2
$4.01K Hold
298
﹤0.01% 1389
2023
Q1
$3.54K Hold
298
﹤0.01% 1435
2022
Q4
$3.63K Sell
298
-603
-67% -$7.34K ﹤0.01% 1426
2022
Q3
$8K Hold
901
﹤0.01% 1374
2022
Q2
$9K Hold
901
﹤0.01% 1338
2022
Q1
$9K Sell
901
-30,712
-97% -$307K ﹤0.01% 1352
2021
Q4
$440K Buy
31,613
+4,191
+15% +$58.3K 0.01% 510
2021
Q3
$397K Hold
27,422
0.01% 501
2021
Q2
$363K Buy
27,422
+7,082
+35% +$93.7K 0.01% 531
2021
Q1
$249K Buy
20,340
+298
+1% +$3.65K ﹤0.01% 600
2020
Q4
$189K Hold
20,042
﹤0.01% 604
2020
Q3
$142K Sell
20,042
-1,253
-6% -$8.88K ﹤0.01% 640
2020
Q2
$147K Buy
21,295
+6,226
+41% +$43K ﹤0.01% 602
2020
Q1
$77K Buy
15,069
+6,473
+75% +$33.1K ﹤0.01% 713
2019
Q4
$104K Buy
8,596
+3,521
+69% +$42.6K ﹤0.01% 686
2019
Q3
$53K Buy
5,075
+4,263
+525% +$44.5K ﹤0.01% 824
2019
Q2
$9K Hold
812
﹤0.01% 1087
2019
Q1
$10K Sell
812
-1,062
-57% -$13.1K ﹤0.01% 1060
2018
Q4
$20K Sell
1,874
-13,938
-88% -$149K ﹤0.01% 953
2018
Q3
$205K Buy
15,812
+668
+4% +$8.66K 0.01% 511
2018
Q2
$217K Hold
15,144
0.01% 499
2018
Q1
$256K Buy
15,144
+15,000
+10,417% +$254K 0.01% 472
2017
Q4
$3K Buy
+144
New +$3K ﹤0.01% 1166
2017
Q2
Sell
-424
Closed -$6K 1288
2017
Q1
$6K Buy
+424
New +$6K ﹤0.01% 1108