Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.5K Hold
2,891
0.01% 325
2025
Q1
$97.7K Hold
2,891
0.01% 273
2024
Q4
$85.5K Hold
2,891
0.01% 275
2024
Q3
$90.7K Sell
2,891
-14,901
-84% -$468K 0.01% 263
2024
Q2
$642K Hold
17,792
0.08% 125
2024
Q1
$670K Buy
17,792
+2,408
+16% +$90.7K 0.09% 124
2023
Q4
$545K Buy
15,384
+85
+0.6% +$3.01K 0.09% 119
2023
Q3
$592K Buy
15,299
+14,770
+2,792% +$572K 0.1% 105
2023
Q2
$18.7K Hold
529
﹤0.01% 364
2023
Q1
$20.1K Buy
+529
New +$20.1K ﹤0.01% 355
2021
Q2
Sell
-1,000
Closed -$24K 298
2021
Q1
$24K Sell
1,000
-1,901
-66% -$45.6K 0.01% 172
2020
Q4
$60K Sell
2,901
-963
-25% -$19.9K 0.02% 128
2020
Q3
$67K Hold
3,864
0.02% 122
2020
Q2
$90K Buy
3,864
+1,000
+35% +$23.3K 0.03% 115
2020
Q1
$70K Buy
2,864
+2,136
+293% +$52.2K 0.03% 113
2019
Q4
$27K Hold
728
0.01% 158
2019
Q3
$28K Sell
728
-114
-14% -$4.39K 0.01% 140
2019
Q2
$35K Sell
842
-407
-33% -$16.9K 0.01% 126
2019
Q1
$54K Sell
1,249
-18
-1% -$778 0.02% 127
2018
Q4
$47K Sell
1,267
-19
-1% -$705 0.02% 117
2018
Q3
$57K Sell
1,286
-88
-6% -$3.9K 0.02% 138
2018
Q2
$59K Sell
1,374
-125
-8% -$5.37K 0.02% 143
2018
Q1
$56K Sell
1,499
-23
-2% -$859 0.02% 147
2017
Q4
$59K Sell
1,522
-23
-1% -$892 0.02% 142
2017
Q3
$54K Sell
1,545
-62
-4% -$2.17K 0.02% 143
2017
Q2
$49K Sell
1,607
-27
-2% -$823 0.02% 146
2017
Q1
$49K Sell
1,634
-29
-2% -$870 0.02% 146
2016
Q4
$53K Sell
1,663
-972
-37% -$31K 0.02% 143
2016
Q3
$78K Hold
2,635
0.03% 115
2016
Q2
$79K Sell
2,635
-908
-26% -$27.2K 0.03% 122
2016
Q1
$90K Sell
3,543
-1,077
-23% -$27.4K 0.03% 98
2015
Q4
$121K Sell
4,620
-2,245
-33% -$58.8K 0.05% 91
2015
Q3
$177K Hold
6,865
0.08% 88
2015
Q2
$230K Sell
6,865
-96
-1% -$3.22K 0.09% 77
2015
Q1
$226K Hold
6,961
0.09% 81
2014
Q4
$220K Sell
6,961
-100
-1% -$3.16K 0.08% 87
2014
Q3
$253K Hold
7,061
0.1% 81
2014
Q2
$305K Sell
7,061
-25
-0.4% -$1.08K 0.11% 81
2014
Q1
$279K Hold
7,086
0.11% 80
2013
Q4
$282K Hold
7,086
0.11% 74
2013
Q3
$244K Hold
7,086
0.1% 77
2013
Q2
$242K Buy
+7,086
New +$242K 0.11% 76