Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.4K Sell
1,639
-33,289
-95% -$1.63M ﹤0.01% 780
2025
Q1
$1.98M Buy
34,928
+912
+3% +$51.6K 0.04% 335
2024
Q4
$1.89M Sell
34,016
-257
-0.7% -$14.3K 0.03% 348
2024
Q3
$1.79M Sell
34,273
-5,717
-14% -$298K 0.03% 357
2024
Q2
$2.17M Buy
39,990
+39,758
+17,137% +$2.15M 0.04% 333
2024
Q1
$13.5K Sell
232
-30
-11% -$1.74K ﹤0.01% 932
2023
Q4
$12.8K Buy
262
+151
+136% +$7.4K ﹤0.01% 916
2023
Q3
$4.83K Buy
111
+83
+296% +$3.61K ﹤0.01% 958
2023
Q2
$1.28K Hold
28
﹤0.01% 1033
2023
Q1
$1.05K Sell
28
-16,684
-100% -$627K ﹤0.01% 1127
2022
Q4
$509K Sell
16,712
-364
-2% -$11.1K 0.01% 668
2022
Q3
$454K Sell
17,076
-15,716
-48% -$418K 0.01% 681
2022
Q2
$891K Buy
32,792
+2,596
+9% +$70.5K 0.02% 548
2022
Q1
$947K Sell
30,196
-652
-2% -$20.4K 0.02% 587
2021
Q4
$1.17M Buy
30,848
+20
+0.1% +$758 0.02% 536
2021
Q3
$1.07M Buy
+30,828
New +$1.07M 0.02% 555
2021
Q1
$408K Sell
15,028
-6,716
-31% -$182K 0.01% 728
2020
Q4
$692K Buy
21,744
+6,908
+47% +$220K 0.01% 605
2020
Q3
$390K Hold
14,836
0.01% 678
2020
Q2
$309K Buy
14,836
+1,572
+12% +$32.7K 0.01% 731
2020
Q1
$228K Buy
+13,264
New +$228K 0.01% 737
2018
Q4
Sell
-80,728
Closed -$1.04M 888
2018
Q3
$1.04M Sell
80,728
-1,292
-2% -$16.6K 0.03% 493
2018
Q2
$1.16M Sell
82,020
-34,812
-30% -$492K 0.03% 458
2018
Q1
$1.49M Sell
116,832
-712
-0.6% -$9.07K 0.04% 401
2017
Q4
$1.27M Sell
117,544
-29,900
-20% -$323K 0.04% 437
2017
Q3
$1.27M Buy
147,444
+436
+0.3% +$3.75K 0.04% 435
2017
Q2
$1.17M Buy
147,008
+29,920
+26% +$238K 0.04% 436
2017
Q1
$907K Buy
117,088
+9,992
+9% +$77.4K 0.03% 510
2016
Q4
$742K Buy
+107,096
New +$742K 0.02% 538