Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-392
Closed -$9K 4403
2024
Q4
$9K Sell
392
-510
-57% -$11.7K ﹤0.01% 4195
2024
Q3
$25K Sell
902
-1,207
-57% -$33.5K ﹤0.01% 4034
2024
Q2
$53K Sell
2,109
-88
-4% -$2.21K ﹤0.01% 3651
2024
Q1
$59K Sell
2,197
-313
-12% -$8.41K ﹤0.01% 3783
2023
Q4
$57K Buy
+2,510
New +$57K ﹤0.01% 3821
2022
Q3
Sell
-1
Closed 4668
2022
Q2
$0 Buy
+1
New ﹤0.01% 4746
2019
Q3
Sell
-2
Closed 4164
2019
Q2
$0 Sell
2
-114
-98% ﹤0.01% 4248
2019
Q1
$3K Buy
+116
New +$3K ﹤0.01% 4115
2018
Q4
Sell
-567
Closed -$28K 4138
2018
Q3
$28K Sell
567
-833
-60% -$41.1K ﹤0.01% 3868
2018
Q2
$73K Buy
1,400
+1,389
+12,627% +$72.4K ﹤0.01% 3182
2018
Q1
$0 Buy
+11
New ﹤0.01% 4220
2017
Q4
Sell
-184
Closed -$6K 4084
2017
Q3
$6K Hold
184
﹤0.01% 3582
2017
Q2
$4K Sell
184
-6,907
-97% -$150K ﹤0.01% 3562
2017
Q1
$254K Buy
7,091
+6,907
+3,754% +$247K ﹤0.01% 2350
2016
Q4
$4K Sell
184
-2,866
-94% -$62.3K ﹤0.01% 3465
2016
Q3
$41K Sell
3,050
-935
-23% -$12.6K ﹤0.01% 2783
2016
Q2
$86K Buy
3,985
+1,012
+34% +$21.8K ﹤0.01% 2397
2016
Q1
$36K Sell
2,973
-28
-0.9% -$339 ﹤0.01% 2632
2015
Q4
$36K Sell
3,001
-47
-2% -$564 ﹤0.01% 2572
2015
Q3
$37K Buy
3,048
+47
+2% +$571 ﹤0.01% 2679
2015
Q2
$108K Buy
3,001
+1,427
+91% +$51.4K ﹤0.01% 2325
2015
Q1
$37K Sell
1,574
-6,905
-81% -$162K ﹤0.01% 2866
2014
Q4
$406K Buy
8,479
+4,145
+96% +$198K ﹤0.01% 2089
2014
Q3
$571K Buy
4,334
+80
+2% +$10.5K ﹤0.01% 1911
2014
Q2
$1.28M Buy
+4,254
New +$1.28M ﹤0.01% 1585