Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Buy
33,797
+32,217
+2,039% +$142K ﹤0.01% 3675
2025
Q1
$6K Sell
1,580
-2,072
-57% -$7.87K ﹤0.01% 4186
2024
Q4
$16K Buy
+3,652
New +$16K ﹤0.01% 4132
2021
Q4
Sell
-1,746
Closed -$17K 3462
2021
Q3
$17K Buy
1,746
+361
+26% +$3.52K ﹤0.01% 3663
2021
Q2
$15K Sell
1,385
-14,445
-91% -$156K ﹤0.01% 3777
2021
Q1
$188K Buy
15,830
+11,923
+305% +$142K ﹤0.01% 3138
2020
Q4
$38K Sell
3,907
-1,663
-30% -$16.2K ﹤0.01% 3269
2020
Q3
$55K Sell
5,570
-931
-14% -$9.19K ﹤0.01% 3246
2020
Q2
$54K Buy
6,501
+3,004
+86% +$25K ﹤0.01% 3372
2020
Q1
$31K Sell
3,497
-7,212
-67% -$63.9K ﹤0.01% 3261
2019
Q4
$86K Buy
10,709
+5,378
+101% +$43.2K ﹤0.01% 3475
2019
Q3
$35K Sell
5,331
-2,000
-27% -$13.1K ﹤0.01% 3765
2019
Q2
$56K Buy
7,331
+4,083
+126% +$31.2K ﹤0.01% 3805
2019
Q1
$30K Buy
3,248
+2,835
+686% +$26.2K ﹤0.01% 3820
2018
Q4
$4K Sell
413
-3,935
-91% -$38.1K ﹤0.01% 3770
2018
Q3
$67K Buy
4,348
+3,526
+429% +$54.3K ﹤0.01% 3615
2018
Q2
$16K Sell
822
-2,434
-75% -$47.4K ﹤0.01% 3723
2018
Q1
$51K Buy
3,256
+1,499
+85% +$23.5K ﹤0.01% 3500
2017
Q4
$22K Buy
1,757
+1,285
+272% +$16.1K ﹤0.01% 3675
2017
Q3
$5K Sell
472
-1,736
-79% -$18.4K ﹤0.01% 3642
2017
Q2
$25K Buy
2,208
+2,172
+6,033% +$24.6K ﹤0.01% 3203
2017
Q1
$0 Buy
+36
New ﹤0.01% 4057
2016
Q4
Sell
-728
Closed -$5K 3878
2016
Q3
$5K Buy
+728
New +$5K ﹤0.01% 3406
2015
Q3
Sell
-256
Closed -$2K 4003
2015
Q2
$2K Sell
256
-191
-43% -$1.49K ﹤0.01% 3903
2015
Q1
$4K Sell
447
-771
-63% -$6.9K ﹤0.01% 3752
2014
Q4
$9K Buy
1,218
+1,062
+681% +$7.85K ﹤0.01% 3787
2014
Q3
$1K Sell
156
-173
-53% -$1.11K ﹤0.01% 4207
2014
Q2
$2K Buy
+329
New +$2K ﹤0.01% 4126