Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.6K Buy
742
+416
+128% +$35.7K ﹤0.01% 1480
2025
Q1
$30K Buy
326
+192
+143% +$17.7K ﹤0.01% 1586
2024
Q4
$11.3K Buy
134
+100
+294% +$8.42K ﹤0.01% 1764
2024
Q3
$3.58K Hold
34
﹤0.01% 1779
2024
Q2
$2.94K Buy
+34
New +$2.94K ﹤0.01% 1684
2024
Q1
Sell
-39
Closed -$4.65K 1951
2023
Q4
$4.65K Buy
39
+4
+11% +$476 ﹤0.01% 1458
2023
Q3
$4.7K Sell
35
-361
-91% -$48.5K ﹤0.01% 1397
2023
Q2
$54.2K Sell
396
-264
-40% -$36.1K ﹤0.01% 1052
2023
Q1
$99.6K Buy
660
+628
+1,963% +$94.8K ﹤0.01% 919
2022
Q4
$3.66K Sell
32
-8
-20% -$915 ﹤0.01% 1383
2022
Q3
$5K Sell
40
-2
-5% -$250 ﹤0.01% 1292
2022
Q2
$6K Sell
42
-180
-81% -$25.7K ﹤0.01% 1271
2022
Q1
$29K Buy
222
+33
+17% +$4.31K ﹤0.01% 1011
2021
Q4
$28K Sell
189
-1,811
-91% -$268K ﹤0.01% 1014
2021
Q3
$308K Sell
2,000
-308
-13% -$47.4K ﹤0.01% 516
2021
Q2
$471K Buy
2,308
+2,279
+7,859% +$465K ﹤0.01% 466
2021
Q1
$6K Sell
29
-10
-26% -$2.07K ﹤0.01% 976
2020
Q4
$8K Buy
+39
New +$8K ﹤0.01% 954
2020
Q2
Sell
-8
Closed -$1K 1261
2020
Q1
$1K Sell
8
-284
-97% -$35.5K ﹤0.01% 1247
2019
Q4
$37K Buy
292
+141
+93% +$17.9K ﹤0.01% 808
2019
Q3
$16K Sell
151
-119
-44% -$12.6K ﹤0.01% 909
2019
Q2
$32K Sell
270
-157
-37% -$18.6K ﹤0.01% 799
2019
Q1
$70K Buy
427
+150
+54% +$24.6K ﹤0.01% 642
2018
Q4
$44K Sell
277
-114
-29% -$18.1K ﹤0.01% 716
2018
Q3
$89K Buy
391
+183
+88% +$41.7K ﹤0.01% 603
2018
Q2
$51K Buy
208
+8
+4% +$1.96K ﹤0.01% 711
2018
Q1
$45K Sell
200
-109
-35% -$24.5K ﹤0.01% 755
2017
Q4
$72K Sell
309
-52
-14% -$12.1K ﹤0.01% 684
2017
Q3
$89K Sell
361
-16
-4% -$3.95K ﹤0.01% 584
2017
Q2
$67K Buy
377
+70
+23% +$12.4K ﹤0.01% 622
2017
Q1
$53K Buy
307
+5
+2% +$863 ﹤0.01% 625
2016
Q4
$50K Sell
302
-198
-40% -$32.8K ﹤0.01% 620
2016
Q3
$91K Sell
500
-9,155
-95% -$1.67M ﹤0.01% 513
2016
Q2
$1.6M Buy
9,655
+710
+8% +$117K 0.03% 232
2016
Q1
$1.71M Sell
8,945
-776
-8% -$148K 0.03% 227
2015
Q4
$1.84M Buy
9,721
+2,711
+39% +$513K 0.03% 220
2015
Q3
$963K Buy
+7,010
New +$963K 0.02% 239