Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
11,223
+2,547
+29% +$50.4K ﹤0.01% 3463
2025
Q1
$146K Sell
8,676
-3,949
-31% -$66.5K ﹤0.01% 3507
2024
Q4
$216K Buy
12,625
+1,240
+11% +$21.2K ﹤0.01% 3478
2024
Q3
$238K Buy
11,385
+8,592
+308% +$180K ﹤0.01% 3396
2024
Q2
$55K Sell
2,793
-4,142
-60% -$81.6K ﹤0.01% 3641
2024
Q1
$129K Sell
6,935
-6,684
-49% -$124K ﹤0.01% 3550
2023
Q4
$367K Buy
13,619
+11,903
+694% +$321K ﹤0.01% 3179
2023
Q3
$35K Sell
1,716
-260
-13% -$5.3K ﹤0.01% 3738
2023
Q2
$55K Sell
1,976
-3,035
-61% -$84.5K ﹤0.01% 3639
2023
Q1
$97K Buy
5,011
+2,350
+88% +$45.5K ﹤0.01% 3550
2022
Q4
$91K Buy
2,661
+2,241
+534% +$76.6K ﹤0.01% 3516
2022
Q3
$16K Sell
420
-77
-15% -$2.93K ﹤0.01% 4024
2022
Q2
$22K Sell
497
-1,147
-70% -$50.8K ﹤0.01% 4054
2022
Q1
$112K Sell
1,644
-10,179
-86% -$693K ﹤0.01% 3616
2021
Q4
$991K Buy
11,823
+7,799
+194% +$654K ﹤0.01% 2211
2021
Q3
$317K Buy
4,024
+2,527
+169% +$199K ﹤0.01% 2790
2021
Q2
$121K Sell
1,497
-9,204
-86% -$744K ﹤0.01% 3078
2021
Q1
$830K Buy
10,701
+2,180
+26% +$169K ﹤0.01% 2396
2020
Q4
$630K Sell
8,521
-1,263
-13% -$93.4K ﹤0.01% 2224
2020
Q3
$674K Sell
9,784
-860
-8% -$59.2K ﹤0.01% 2151
2020
Q2
$610K Buy
10,644
+1,349
+15% +$77.3K ﹤0.01% 2221
2020
Q1
$448K Sell
9,295
-808
-8% -$38.9K ﹤0.01% 2165
2019
Q4
$624K Buy
10,103
+1,382
+16% +$85.4K ﹤0.01% 2573
2019
Q3
$472K Sell
8,721
-8,757
-50% -$474K ﹤0.01% 2641
2019
Q2
$1.07M Buy
17,478
+2,224
+15% +$136K ﹤0.01% 2284
2019
Q1
$1.24M Buy
15,254
+13,743
+910% +$1.12M ﹤0.01% 1981
2018
Q4
$91K Sell
1,511
-2,521
-63% -$152K ﹤0.01% 3002
2018
Q3
$225K Sell
4,032
-334
-8% -$18.6K ﹤0.01% 3013
2018
Q2
$264K Sell
4,366
-630
-13% -$38.1K ﹤0.01% 2610
2018
Q1
$279K Sell
4,996
-7,465
-60% -$417K ﹤0.01% 2646
2017
Q4
$873K Buy
12,461
+12,250
+5,806% +$858K ﹤0.01% 1718
2017
Q3
$12K Buy
211
+204
+2,914% +$11.6K ﹤0.01% 3389
2017
Q2
$0 Buy
+7
New ﹤0.01% 4060
2017
Q1
Hold
0
4142
2015
Q4
Sell
-1,800
Closed -$41K 3707
2015
Q3
$41K Sell
1,800
-600
-25% -$13.7K ﹤0.01% 2656
2015
Q2
$65K Buy
+2,400
New +$65K ﹤0.01% 2529
2014
Q2
Sell
-400
Closed -$5K 4428
2014
Q1
$5K Buy
+400
New +$5K ﹤0.01% 4001