Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76K Sell
2,898
-3,153
-52% -$82.7K ﹤0.01% 1265
2025
Q1
$154K Sell
6,051
-179
-3% -$4.56K ﹤0.01% 1135
2024
Q4
$132K Sell
6,230
-9,005
-59% -$191K ﹤0.01% 1153
2024
Q3
$294K Buy
15,235
+6,405
+73% +$124K ﹤0.01% 1038
2024
Q2
$150K Buy
8,830
+5,270
+148% +$89.5K ﹤0.01% 1069
2024
Q1
$61K Sell
3,560
-22,825
-87% -$391K ﹤0.01% 1263
2023
Q4
$500K Hold
26,385
﹤0.01% 825
2023
Q3
$435K Sell
26,385
-4,380
-14% -$72.2K ﹤0.01% 842
2023
Q2
$555K Sell
30,765
-190
-0.6% -$3.43K ﹤0.01% 775
2023
Q1
$561K Sell
30,955
-4,255
-12% -$77.1K ﹤0.01% 700
2022
Q4
$537K Sell
35,210
-121,095
-77% -$1.85M ﹤0.01% 710
2022
Q3
$2M Buy
156,305
+16,875
+12% +$216K 0.01% 449
2022
Q2
$2.28M Buy
139,430
+4,650
+3% +$76.1K 0.01% 423
2022
Q1
$2.77M Buy
134,780
+3,125
+2% +$64.2K 0.01% 301
2021
Q4
$3.33M Buy
131,655
+16,860
+15% +$426K 0.01% 279
2021
Q3
$2.54M Buy
114,795
+32,035
+39% +$709K 0.01% 296
2021
Q2
$1.61M Buy
82,760
+77,620
+1,510% +$1.51M ﹤0.01% 348
2021
Q1
$109K Sell
5,140
-68,520
-93% -$1.45M ﹤0.01% 873
2020
Q4
$1.49M Buy
73,660
+70,405
+2,163% +$1.42M ﹤0.01% 337
2020
Q3
$50K Buy
+3,255
New +$50K ﹤0.01% 929
2020
Q1
Sell
-330
Closed -$4K 1720
2019
Q4
$4K Hold
330
﹤0.01% 1505
2019
Q3
$4K Buy
+330
New +$4K ﹤0.01% 1563
2018
Q1
Sell
-715
Closed -$6K 1782
2017
Q4
$6K Hold
715
﹤0.01% 1552
2017
Q3
$5K Hold
715
﹤0.01% 1667
2017
Q2
$5K Buy
+715
New +$5K ﹤0.01% 1683
2017
Q1
Sell
-8,695
Closed -$49K 1903
2016
Q4
$49K Buy
+8,695
New +$49K ﹤0.01% 1356
2016
Q1
Sell
-2,010
Closed -$10K 1632
2015
Q4
$10K Buy
+2,010
New +$10K ﹤0.01% 1228