Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.6K Sell
7,248
-14,641
-67% -$159K ﹤0.01% 913
2025
Q1
$220K Sell
21,889
-2,385
-10% -$23.9K ﹤0.01% 685
2024
Q4
$240K Sell
24,274
-63,124
-72% -$625K 0.01% 664
2024
Q3
$923K Sell
87,398
-26,156
-23% -$276K 0.02% 402
2024
Q2
$1.42M Sell
113,554
-11,556
-9% -$145K 0.04% 316
2024
Q1
$1.66M Sell
125,110
-21,371
-15% -$284K 0.04% 300
2023
Q4
$1.79M Sell
146,481
-14,094
-9% -$172K 0.04% 279
2023
Q3
$1.99M Buy
160,575
+7,811
+5% +$97K 0.05% 244
2023
Q2
$2.31M Sell
152,764
-7,607
-5% -$115K 0.06% 230
2023
Q1
$2.02M Buy
160,371
+8,061
+5% +$102K 0.06% 245
2022
Q4
$1.77M Sell
152,310
-3,128
-2% -$36.4K 0.05% 262
2022
Q3
$1.74M Buy
155,438
+8,420
+6% +$94.3K 0.05% 256
2022
Q2
$1.64M Buy
147,018
+68,974
+88% +$768K 0.05% 279
2022
Q1
$1.32M Buy
78,044
+59,412
+319% +$1M 0.03% 341
2021
Q4
$387K Buy
18,632
+3,276
+21% +$68K 0.01% 608
2021
Q3
$218K Buy
15,356
+4,372
+40% +$62.1K 0.01% 756
2021
Q2
$163K Buy
10,984
+1,573
+17% +$23.3K ﹤0.01% 782
2021
Q1
$116K Buy
9,411
+465
+5% +$5.73K ﹤0.01% 820
2020
Q4
$79K Buy
8,946
+324
+4% +$2.86K ﹤0.01% 775
2020
Q3
$57K Buy
8,622
+1,500
+21% +$9.92K ﹤0.01% 798
2020
Q2
$43K Hold
7,122
﹤0.01% 825
2020
Q1
$34K Hold
7,122
﹤0.01% 918
2019
Q4
$66K Buy
+7,122
New +$66K ﹤0.01% 831
2019
Q2
Sell
-18,685
Closed -$164K 597
2019
Q1
$164K Sell
18,685
-3,000
-14% -$26.3K 0.01% 573
2018
Q4
$166K Buy
21,685
+6,877
+46% +$52.6K 0.01% 574
2018
Q3
$137K Sell
14,808
-18,239
-55% -$169K 0.01% 698
2018
Q2
$366K Sell
33,047
-10,500
-24% -$116K 0.02% 543
2018
Q1
$483K Buy
43,547
+10,000
+30% +$111K 0.02% 476
2017
Q4
$419K Buy
33,547
+20,315
+154% +$254K 0.02% 468
2017
Q3
$159K Buy
+13,232
New +$159K 0.01% 628
2017
Q1
Sell
-5,306
Closed -$65K 761
2016
Q4
$65K Buy
+5,306
New +$65K ﹤0.01% 733