Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64K Buy
110
+10
+10% +$240 ﹤0.01% 4594
2025
Q1
$3.54K Sell
100
-500
-83% -$17.7K ﹤0.01% 4527
2024
Q4
$23.7K Sell
600
-2,608
-81% -$103K ﹤0.01% 4397
2024
Q3
$129K Buy
3,208
+2,308
+256% +$92.9K ﹤0.01% 3866
2024
Q2
$33.9K Sell
900
-70
-7% -$2.64K ﹤0.01% 4059
2024
Q1
$34K Hold
970
﹤0.01% 4085
2023
Q4
$24.6K Sell
970
-150
-13% -$3.8K ﹤0.01% 4153
2023
Q3
$32.7K Buy
+1,120
New +$32.7K ﹤0.01% 3572
2022
Q3
Sell
-354
Closed -$9K 5023
2022
Q2
$9K Sell
354
-46
-12% -$1.17K ﹤0.01% 4653
2022
Q1
$11K Buy
+400
New +$11K ﹤0.01% 4688
2021
Q3
Sell
-6,877
Closed -$311K 5056
2021
Q2
$311K Buy
6,877
+6,035
+717% +$273K ﹤0.01% 3343
2021
Q1
$29K Sell
842
-1,360
-62% -$46.8K ﹤0.01% 4361
2020
Q4
$45K Sell
2,202
-500
-19% -$10.2K ﹤0.01% 4154
2020
Q3
$33K Buy
2,702
+997
+58% +$12.2K ﹤0.01% 3699
2020
Q2
$19K Sell
1,705
-2,080
-55% -$23.2K ﹤0.01% 4276
2020
Q1
$30K Buy
3,785
+1,074
+40% +$8.51K ﹤0.01% 4134
2019
Q4
$47K Buy
2,711
+11
+0.4% +$191 ﹤0.01% 3998
2019
Q3
$51K Sell
2,700
-900
-25% -$17K ﹤0.01% 3760
2019
Q2
$62K Sell
3,600
-13,357
-79% -$230K ﹤0.01% 3929
2019
Q1
$340K Buy
16,957
+14,457
+578% +$290K ﹤0.01% 2767
2018
Q4
$57K Sell
2,500
-5,783
-70% -$132K ﹤0.01% 3823
2018
Q3
$190K Buy
8,283
+1,483
+22% +$34K ﹤0.01% 3192
2018
Q2
$223K Buy
6,800
+6,700
+6,700% +$220K ﹤0.01% 2877
2018
Q1
$3K Sell
100
-5,431
-98% -$163K ﹤0.01% 4689
2017
Q4
$144K Buy
5,531
+5,431
+5,431% +$141K ﹤0.01% 3176
2017
Q3
$4K Sell
100
-605
-86% -$24.2K ﹤0.01% 4379
2017
Q2
$34K Buy
705
+565
+404% +$27.2K ﹤0.01% 3748
2017
Q1
$7K Sell
140
-507
-78% -$25.4K ﹤0.01% 4380
2016
Q4
$27K Buy
647
+30
+5% +$1.25K ﹤0.01% 4306
2016
Q3
$22K Buy
617
+552
+849% +$19.7K ﹤0.01% 4121
2016
Q2
$3K Sell
65
-82
-56% -$3.79K ﹤0.01% 4776
2016
Q1
$6K Buy
147
+92
+167% +$3.76K ﹤0.01% 4892
2015
Q4
$2K Buy
55
+44
+400% +$1.6K ﹤0.01% 5135
2015
Q3
$0 Sell
11
-19
-63% ﹤0.01% 5264
2015
Q2
$1K Sell
30
-70
-70% -$2.33K ﹤0.01% 5311
2015
Q1
$4K Sell
100
-238
-70% -$9.52K ﹤0.01% 5055
2014
Q4
$14K Sell
338
-12
-3% -$497 ﹤0.01% 4736
2014
Q3
$12K Buy
350
+250
+250% +$8.57K ﹤0.01% 4519
2014
Q2
$3K Sell
100
-120
-55% -$3.6K ﹤0.01% 4979
2014
Q1
$9K Buy
220
+99
+82% +$4.05K ﹤0.01% 4836
2013
Q4
$4K Buy
+121
New +$4K ﹤0.01% 5054