Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.6K Buy
1,462
+372
+34% +$18K ﹤0.01% 872
2025
Q1
$60.4K Hold
1,090
﹤0.01% 893
2024
Q4
$52.6K Buy
1,090
+90
+9% +$4.34K ﹤0.01% 928
2024
Q3
$57.6K Hold
1,000
﹤0.01% 899
2024
Q2
$48.5K Hold
1,000
﹤0.01% 917
2024
Q1
$48.6K Hold
1,000
﹤0.01% 942
2023
Q4
$49.7K Sell
1,000
-195
-16% -$9.7K ﹤0.01% 916
2023
Q3
$64.1K Buy
1,195
+2
+0.2% +$107 ﹤0.01% 866
2023
Q2
$64.3K Buy
1,193
+22
+2% +$1.19K ﹤0.01% 880
2023
Q1
$63.7K Hold
1,171
﹤0.01% 922
2022
Q4
$56.7K Sell
1,171
-9,711
-89% -$470K ﹤0.01% 938
2022
Q3
$414K Buy
10,882
+9,500
+687% +$361K 0.01% 488
2022
Q2
$69K Sell
1,382
-108
-7% -$5.39K ﹤0.01% 894
2022
Q1
$76K Buy
1,490
+171
+13% +$8.72K ﹤0.01% 891
2021
Q4
$66K Sell
1,319
-779
-37% -$39K ﹤0.01% 917
2021
Q3
$101K Sell
2,098
-81
-4% -$3.9K ﹤0.01% 780
2021
Q2
$115K Hold
2,179
﹤0.01% 767
2021
Q1
$108K Sell
2,179
-151
-6% -$7.48K ﹤0.01% 764
2020
Q4
$113K Hold
2,330
﹤0.01% 687
2020
Q3
$117K Sell
2,330
-1,310
-36% -$65.8K ﹤0.01% 674
2020
Q2
$185K Buy
3,640
+1,000
+38% +$50.8K 0.01% 562
2020
Q1
$116K Buy
2,640
+930
+54% +$40.9K ﹤0.01% 631
2019
Q4
$86K Sell
1,710
-750
-30% -$37.7K ﹤0.01% 728
2019
Q3
$114K Buy
2,460
+1,750
+246% +$81.1K ﹤0.01% 659
2019
Q2
$31K Hold
710
﹤0.01% 876
2019
Q1
$31K Sell
710
-485
-41% -$21.2K ﹤0.01% 875
2018
Q4
$52K Buy
1,195
+174
+17% +$7.57K ﹤0.01% 763
2018
Q3
$46K Buy
1,021
+260
+34% +$11.7K ﹤0.01% 792
2018
Q2
$30K Sell
761
-2,601
-77% -$103K ﹤0.01% 851
2018
Q1
$135K Buy
3,362
+2,500
+290% +$100K ﹤0.01% 580
2017
Q4
$37K Buy
862
+50
+6% +$2.15K ﹤0.01% 814
2017
Q3
$40K Hold
812
﹤0.01% 787
2017
Q2
$39K Hold
812
﹤0.01% 767
2017
Q1
$37K Buy
812
+101
+14% +$4.6K ﹤0.01% 773
2016
Q4
$29K Hold
711
﹤0.01% 812
2016
Q3
$27K Hold
711
﹤0.01% 821
2016
Q2
$30K Hold
711
﹤0.01% 812
2016
Q1
$29K Buy
711
+400
+129% +$16.3K ﹤0.01% 809
2015
Q4
$13K Sell
311
-2,535
-89% -$106K ﹤0.01% 934
2015
Q3
$135K Sell
2,846
-1,000
-26% -$47.4K 0.01% 517
2015
Q2
$190K Buy
3,846
+2,800
+268% +$138K 0.01% 484
2015
Q1
$52K Buy
1,046
+311
+42% +$15.5K ﹤0.01% 714
2014
Q4
$34K Hold
735
﹤0.01% 711
2014
Q3
$41K Hold
735
﹤0.01% 676
2014
Q2
$39K Hold
735
﹤0.01% 684
2014
Q1
$38K Hold
735
﹤0.01% 699
2013
Q4
$39K Hold
735
﹤0.01% 714
2013
Q3
$37K Hold
735
﹤0.01% 715
2013
Q2
$38K Buy
+735
New +$38K ﹤0.01% 706