Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$195K Sell
17,954
-14,580
-45% -$158K ﹤0.01% 3362
2025
Q1
$602K Sell
32,534
-1,594
-5% -$29.5K ﹤0.01% 2850
2024
Q4
$562K Buy
34,128
+3,377
+11% +$55.7K ﹤0.01% 2949
2024
Q3
$431K Buy
30,751
+21,520
+233% +$302K ﹤0.01% 3073
2024
Q2
$66.8K Buy
9,231
+2,374
+35% +$17.2K ﹤0.01% 3695
2024
Q1
$55.3K Buy
6,857
+971
+16% +$7.84K ﹤0.01% 3836
2023
Q4
$40.2K Buy
5,886
+5,790
+6,031% +$39.5K ﹤0.01% 3890
2023
Q3
$480 Sell
96
-13,035
-99% -$65.2K ﹤0.01% 4452
2023
Q2
$120K Buy
13,131
+12,122
+1,201% +$111K ﹤0.01% 3488
2023
Q1
$9.54K Sell
1,009
-264
-21% -$2.5K ﹤0.01% 4088
2022
Q4
$12.7K Buy
1,273
+495
+64% +$4.94K ﹤0.01% 4060
2022
Q3
$9K Sell
778
-1,983
-72% -$22.9K ﹤0.01% 4268
2022
Q2
$23K Buy
2,761
+113
+4% +$941 ﹤0.01% 4213
2022
Q1
$21K Sell
2,648
-8,028
-75% -$63.7K ﹤0.01% 4371
2021
Q4
$100K Buy
10,676
+5,682
+114% +$53.2K ﹤0.01% 3962
2021
Q3
$79K Buy
4,994
+2,470
+98% +$39.1K ﹤0.01% 3761
2021
Q2
$55K Sell
2,524
-312
-11% -$6.8K ﹤0.01% 4100
2021
Q1
$57K Sell
2,836
-5,727
-67% -$115K ﹤0.01% 3970
2020
Q4
$153K Buy
8,563
+6,440
+303% +$115K ﹤0.01% 3395
2020
Q3
$25K Sell
2,123
-9,152
-81% -$108K ﹤0.01% 3814
2020
Q2
$104K Buy
11,275
+1,313
+13% +$12.1K ﹤0.01% 3428
2020
Q1
$104K Buy
9,962
+2,898
+41% +$30.3K ﹤0.01% 3271
2019
Q4
$126K Sell
7,064
-3,888
-36% -$69.4K ﹤0.01% 3386
2019
Q3
$137K Sell
10,952
-8,877
-45% -$111K ﹤0.01% 3289
2019
Q2
$392K Buy
19,829
+9,916
+100% +$196K ﹤0.01% 2820
2019
Q1
$209K Buy
9,913
+8
+0.1% +$169 ﹤0.01% 3098
2018
Q4
$202K Buy
9,905
+1,467
+17% +$29.9K ﹤0.01% 3088
2018
Q3
$311K Buy
8,438
+5,618
+199% +$207K ﹤0.01% 2856
2018
Q2
$142K Buy
2,820
+2,677
+1,872% +$135K ﹤0.01% 3177
2018
Q1
$5K Sell
143
-2,683
-95% -$93.8K ﹤0.01% 4605
2017
Q4
$80K Buy
2,826
+2,741
+3,225% +$77.6K ﹤0.01% 3554
2017
Q3
$2K Buy
85
+15
+21% +$353 ﹤0.01% 4484
2017
Q2
$1K Sell
70
-15
-18% -$214 ﹤0.01% 4664
2017
Q1
$1K Sell
85
-16,086
-99% -$189K ﹤0.01% 4696
2016
Q4
$146K Buy
16,171
+14,192
+717% +$128K ﹤0.01% 3748
2016
Q3
$18K Sell
1,979
-453
-19% -$4.12K ﹤0.01% 4204
2016
Q2
$17K Buy
+2,432
New +$17K ﹤0.01% 4260
2014
Q2
Sell
-110
Closed 5459
2014
Q1
$0 Buy
+110
New ﹤0.01% 5435