Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
425
-117
-22% -$6.33K ﹤0.01% 1537
2025
Q1
$27K Sell
542
-937
-63% -$46.7K ﹤0.01% 1443
2024
Q4
$67K Sell
1,479
-2,444
-62% -$111K ﹤0.01% 1249
2024
Q3
$186K Buy
3,923
+3,128
+393% +$148K ﹤0.01% 1132
2024
Q2
$36K Hold
795
﹤0.01% 1318
2024
Q1
$34K Buy
795
+116
+17% +$4.96K ﹤0.01% 1363
2023
Q4
$27K Hold
679
﹤0.01% 1428
2023
Q3
$23K Sell
679
-2,149
-76% -$72.8K ﹤0.01% 1455
2023
Q2
$95K Buy
2,828
+384
+16% +$12.9K ﹤0.01% 1236
2023
Q1
$79K Buy
2,444
+160
+7% +$5.17K ﹤0.01% 1135
2022
Q4
$63K Sell
2,284
-1,622
-42% -$44.7K ﹤0.01% 1116
2022
Q3
$95K Buy
3,906
+1,622
+71% +$39.5K ﹤0.01% 1041
2022
Q2
$62K Sell
2,284
-1,321
-37% -$35.9K ﹤0.01% 1082
2022
Q1
$112K Sell
3,605
-930
-21% -$28.9K ﹤0.01% 949
2021
Q4
$148K Buy
4,535
+876
+24% +$28.6K ﹤0.01% 919
2021
Q3
$106K Buy
3,659
+32
+0.9% +$927 ﹤0.01% 927
2021
Q2
$97K Buy
3,627
+2,931
+421% +$78.4K ﹤0.01% 958
2021
Q1
$18K Sell
696
-166
-19% -$4.29K ﹤0.01% 1197
2020
Q4
$21K Buy
+862
New +$21K ﹤0.01% 1172
2020
Q1
Sell
-29,267
Closed -$740K 1712
2019
Q4
$740K Sell
29,267
-27,130
-48% -$686K ﹤0.01% 818
2019
Q3
$1.34M Buy
56,397
+9,463
+20% +$225K ﹤0.01% 625
2019
Q2
$1.15M Sell
46,934
-4,828
-9% -$118K ﹤0.01% 677
2019
Q1
$1.11M Sell
51,762
-32,401
-38% -$695K ﹤0.01% 609
2018
Q4
$1.73M Sell
84,163
-14,885
-15% -$305K 0.01% 430
2018
Q3
$2.07M Buy
99,048
+98,080
+10,132% +$2.05M 0.01% 403
2018
Q2
$21K Sell
968
-268
-22% -$5.81K ﹤0.01% 1398
2018
Q1
$26K Sell
1,236
-1,212
-50% -$25.5K ﹤0.01% 1360
2017
Q4
$58K Hold
2,448
﹤0.01% 1235
2017
Q3
$55K Buy
2,448
+376
+18% +$8.45K ﹤0.01% 1289
2017
Q2
$45K Buy
2,072
+980
+90% +$21.3K ﹤0.01% 1317
2017
Q1
$22K Sell
1,092
-44
-4% -$886 ﹤0.01% 1436
2016
Q4
$20K Hold
1,136
﹤0.01% 1526
2016
Q3
$22K Sell
1,136
-844
-43% -$16.3K ﹤0.01% 1346
2016
Q2
$37K Sell
1,980
-72
-4% -$1.35K ﹤0.01% 907
2016
Q1
$39K Buy
2,052
+116
+6% +$2.21K ﹤0.01% 941
2015
Q4
$35K Buy
+1,936
New +$35K ﹤0.01% 1031
2015
Q3
Sell
-1,936
Closed -$31K 1717
2015
Q2
$31K Buy
+1,936
New +$31K ﹤0.01% 1063
2015
Q1
Sell
-1,936
Closed -$33K 1562
2014
Q4
$33K Hold
1,936
﹤0.01% 1020
2014
Q3
$31K Hold
1,936
﹤0.01% 957
2014
Q2
$31K Hold
1,936
﹤0.01% 952
2014
Q1
$30K Buy
+1,936
New +$30K ﹤0.01% 934
2013
Q3
Sell
-240
Closed -$3K 1356
2013
Q2
$3K Buy
+240
New +$3K ﹤0.01% 1224