Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-96
Closed -$1K 4431
2024
Q4
$1K Sell
96
-1,413
-94% -$14.7K ﹤0.01% 4325
2024
Q3
$24K Buy
+1,509
New +$24K ﹤0.01% 4041
2024
Q1
Sell
-6,328
Closed -$124K 4196
2023
Q4
$124K Buy
+6,328
New +$124K ﹤0.01% 3662
2021
Q4
Sell
-839
Closed -$13K 3437
2021
Q3
$13K Buy
839
+118
+16% +$1.83K ﹤0.01% 3714
2021
Q2
$13K Sell
721
-13,709
-95% -$247K ﹤0.01% 3798
2021
Q1
$262K Buy
14,430
+3,236
+29% +$58.8K ﹤0.01% 3015
2020
Q4
$194K Buy
11,194
+682
+6% +$11.8K ﹤0.01% 2710
2020
Q3
$220K Sell
10,512
-2,968
-22% -$62.1K ﹤0.01% 2691
2020
Q2
$288K Buy
+13,480
New +$288K ﹤0.01% 2627
2020
Q1
Sell
-5,802
Closed -$114K 3734
2019
Q4
$114K Sell
5,802
-6
-0.1% -$118 ﹤0.01% 3410
2019
Q3
$120K Sell
5,808
-14,054
-71% -$290K ﹤0.01% 3309
2019
Q2
$427K Buy
19,862
+17,863
+894% +$384K ﹤0.01% 2804
2019
Q1
$41K Buy
1,999
+1,876
+1,525% +$38.5K ﹤0.01% 3724
2018
Q4
$2K Sell
123
-2,309
-95% -$37.5K ﹤0.01% 3921
2018
Q3
$60K Buy
2,432
+1,982
+440% +$48.9K ﹤0.01% 3672
2018
Q2
$12K Sell
450
-841
-65% -$22.4K ﹤0.01% 3840
2018
Q1
$38K Buy
1,291
+286
+28% +$8.42K ﹤0.01% 3622
2017
Q4
$25K Sell
1,005
-2,936
-74% -$73K ﹤0.01% 3621
2017
Q3
$120K Buy
3,941
+136
+4% +$4.14K ﹤0.01% 2628
2017
Q2
$105K Buy
+3,805
New +$105K ﹤0.01% 2745
2017
Q1
Sell
-6,400
Closed -$122K 4050
2016
Q4
$122K Sell
6,400
-20,100
-76% -$383K ﹤0.01% 2522
2016
Q3
$544K Buy
26,500
+5,100
+24% +$105K ﹤0.01% 1691
2016
Q2
$436K Sell
21,400
-9,500
-31% -$194K ﹤0.01% 1815
2016
Q1
$463K Sell
30,900
-2,900
-9% -$43.5K ﹤0.01% 1761
2015
Q4
$575K Buy
+33,800
New +$575K ﹤0.01% 1626