Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.8K Sell
10,770
-9,270
-46% -$49.8K ﹤0.01% 3959
2025
Q1
$83.6K Sell
20,040
-1,616
-7% -$6.74K ﹤0.01% 3931
2024
Q4
$164K Buy
21,656
+3,661
+20% +$27.7K ﹤0.01% 3700
2024
Q3
$106K Buy
17,995
+12,466
+225% +$73.2K ﹤0.01% 3971
2024
Q2
$33.6K Sell
5,529
-752
-12% -$4.57K ﹤0.01% 4064
2024
Q1
$40.7K Buy
+6,281
New +$40.7K ﹤0.01% 3982
2022
Q1
Sell
-394
Closed -$3K 5633
2021
Q4
$3K Hold
394
﹤0.01% 4935
2021
Q3
$3K Sell
394
-1,382
-78% -$10.5K ﹤0.01% 4885
2021
Q2
$13K Sell
1,776
-1,336
-43% -$9.78K ﹤0.01% 4869
2021
Q1
$17K Sell
3,112
-1,993
-39% -$10.9K ﹤0.01% 4688
2020
Q4
$28K Buy
5,105
+3,019
+145% +$16.6K ﹤0.01% 4452
2020
Q3
$8K Sell
2,086
-1,314
-39% -$5.04K ﹤0.01% 4454
2020
Q2
$16K Sell
3,400
-1,356
-29% -$6.38K ﹤0.01% 4400
2020
Q1
$31K Buy
4,756
+1,165
+32% +$7.59K ﹤0.01% 4125
2019
Q4
$37K Buy
3,591
+860
+31% +$8.86K ﹤0.01% 4181
2019
Q3
$40K Sell
2,731
-1,834
-40% -$26.9K ﹤0.01% 3886
2019
Q2
$57K Sell
4,565
-388
-8% -$4.85K ﹤0.01% 3995
2019
Q1
$57K Buy
4,953
+472
+11% +$5.43K ﹤0.01% 3939
2018
Q4
$47K Sell
4,481
-1,849
-29% -$19.4K ﹤0.01% 3959
2018
Q3
$76K Buy
+6,330
New +$76K ﹤0.01% 3785
2018
Q2
Sell
-2,566
Closed -$29K 5100
2018
Q1
$29K Sell
2,566
-128
-5% -$1.45K ﹤0.01% 4048
2017
Q4
$26K Buy
2,694
+2,629
+4,045% +$25.4K ﹤0.01% 4136
2017
Q3
$1K Sell
65
-160
-71% -$2.46K ﹤0.01% 4627
2017
Q2
$2K Buy
+225
New +$2K ﹤0.01% 4595
2015
Q1
Sell
-3,727
Closed -$85K 5688
2014
Q4
$85K Buy
3,727
+2,911
+357% +$66.4K ﹤0.01% 3770
2014
Q3
$17K Buy
816
+632
+343% +$13.2K ﹤0.01% 4363
2014
Q2
$4K Sell
184
-3,142
-94% -$68.3K ﹤0.01% 4922
2014
Q1
$82K Sell
3,326
-4,314
-56% -$106K ﹤0.01% 3645
2013
Q4
$207K Buy
7,640
+7,614
+29,285% +$206K ﹤0.01% 3120
2013
Q3
$1K Hold
26
﹤0.01% 5050
2013
Q2
$1K Buy
+26
New +$1K ﹤0.01% 5008