Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91K Buy
4,985
+296
+6% +$5.4K ﹤0.01% 1773
2025
Q1
$94K Buy
4,689
+196
+4% +$3.93K ﹤0.01% 1786
2024
Q4
$95K Sell
4,493
-448
-9% -$9.47K ﹤0.01% 1820
2024
Q3
$120K Buy
4,941
+234
+5% +$5.68K ﹤0.01% 1835
2024
Q2
$103K Buy
4,707
+205
+5% +$4.49K ﹤0.01% 1871
2024
Q1
$92K Sell
4,502
-85
-2% -$1.74K ﹤0.01% 1946
2023
Q4
$100K Sell
4,587
-128
-3% -$2.79K ﹤0.01% 1948
2023
Q3
$100K Buy
4,715
+3,113
+194% +$66K ﹤0.01% 1961
2023
Q2
$33K Sell
1,602
-2,312
-59% -$47.6K ﹤0.01% 2054
2023
Q1
$82K Buy
3,914
+298
+8% +$6.24K ﹤0.01% 2003
2022
Q4
$80K Buy
3,616
+760
+27% +$16.8K ﹤0.01% 2017
2022
Q3
$58K Buy
2,856
+256
+10% +$5.2K ﹤0.01% 2071
2022
Q2
$53K Sell
2,600
-340
-12% -$6.93K ﹤0.01% 2049
2022
Q1
$57K Buy
2,940
+787
+37% +$15.3K ﹤0.01% 2123
2021
Q4
$41K Sell
2,153
-174
-7% -$3.31K ﹤0.01% 2222
2021
Q3
$45K Hold
2,327
﹤0.01% 2257
2021
Q2
$50K Buy
2,327
+42
+2% +$902 ﹤0.01% 2269
2021
Q1
$48K Buy
2,285
+125
+6% +$2.63K ﹤0.01% 2307
2020
Q4
$39K Sell
2,160
-13
-0.6% -$235 ﹤0.01% 2365
2020
Q3
$38K Sell
2,173
-759
-26% -$13.3K ﹤0.01% 2249
2020
Q2
$53K Sell
2,932
-49
-2% -$886 ﹤0.01% 2209
2020
Q1
$56K Buy
2,981
+389
+15% +$7.31K ﹤0.01% 2096
2019
Q4
$56K Buy
+2,592
New +$56K ﹤0.01% 2224
2019
Q3
Sell
-2,012
Closed -$41K 1445
2019
Q2
$41K Sell
2,012
-3,737
-65% -$76.2K ﹤0.01% 2487
2019
Q1
$119K Buy
5,749
+2,654
+86% +$54.9K ﹤0.01% 2020
2018
Q4
$56K Sell
3,095
-91
-3% -$1.65K ﹤0.01% 2328
2018
Q3
$65K Buy
3,186
+47
+1% +$959 ﹤0.01% 2326
2018
Q2
$64K Sell
3,139
-8
-0.3% -$163 ﹤0.01% 2341
2018
Q1
$62K Buy
3,147
+1,010
+47% +$19.9K ﹤0.01% 2311
2017
Q4
$45K Buy
2,137
+126
+6% +$2.65K ﹤0.01% 2391
2017
Q3
$40K Hold
2,011
﹤0.01% 2392
2017
Q2
$38K Hold
2,011
﹤0.01% 2396
2017
Q1
$34K Hold
2,011
﹤0.01% 2387
2016
Q4
$35K Hold
2,011
﹤0.01% 2402
2016
Q3
$34K Hold
2,011
﹤0.01% 2404
2016
Q2
$38K Hold
2,011
﹤0.01% 2367
2016
Q1
$39K Hold
2,011
﹤0.01% 2206
2015
Q4
$39K Hold
2,011
﹤0.01% 2220
2015
Q3
$35K Hold
2,011
﹤0.01% 2210
2015
Q2
$37K Hold
2,011
﹤0.01% 2330
2015
Q1
$28K Hold
2,011
﹤0.01% 2267
2014
Q4
$27K Hold
2,011
﹤0.01% 2275
2014
Q3
$27K Hold
2,011
﹤0.01% 2244
2014
Q2
$31K Hold
2,011
﹤0.01% 2139
2014
Q1
$33K Hold
2,011
﹤0.01% 1996
2013
Q4
$36K Buy
+2,011
New +$36K ﹤0.01% 1961