Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.8K Buy
772
+10
+1% +$231 ﹤0.01% 4374
2025
Q1
$17.5K Buy
762
+46
+6% +$1.06K ﹤0.01% 4344
2024
Q4
$16.3K Buy
716
+126
+21% +$2.86K ﹤0.01% 4446
2024
Q3
$16.2K Buy
590
+98
+20% +$2.69K ﹤0.01% 4427
2024
Q2
$12.3K Buy
492
+236
+92% +$5.88K ﹤0.01% 4353
2024
Q1
$6.87K Buy
256
+83
+48% +$2.23K ﹤0.01% 4506
2023
Q4
$3.95K Buy
173
+100
+137% +$2.29K ﹤0.01% 4581
2023
Q3
$1.51K Buy
73
+66
+943% +$1.37K ﹤0.01% 4263
2023
Q2
$136 Buy
+7
New +$136 ﹤0.01% 4687
2019
Q4
Sell
-4,262
Closed -$65K 5108
2019
Q3
$65K Sell
4,262
-25
-0.6% -$381 ﹤0.01% 3646
2019
Q2
$88K Hold
4,287
﹤0.01% 3714
2019
Q1
$108K Sell
4,287
-1,411
-25% -$35.5K ﹤0.01% 3521
2018
Q4
$98K Sell
5,698
-9,950
-64% -$171K ﹤0.01% 3504
2018
Q3
$779K Buy
15,648
+1,178
+8% +$58.6K ﹤0.01% 2181
2018
Q2
$757K Buy
14,470
+1,825
+14% +$95.5K ﹤0.01% 2075
2018
Q1
$572K Buy
12,645
+1,026
+9% +$46.4K ﹤0.01% 2211
2017
Q4
$381K Buy
11,619
+718
+7% +$23.5K ﹤0.01% 2547
2017
Q3
$373K Buy
10,901
+10,892
+121,022% +$373K ﹤0.01% 2594
2017
Q2
$0 Sell
9
-382
-98% ﹤0.01% 4880
2017
Q1
$14K Hold
391
﹤0.01% 4190
2016
Q4
$10K Buy
391
+9
+2% +$230 ﹤0.01% 4524
2016
Q3
$5K Sell
382
-1,112
-74% -$14.6K ﹤0.01% 4637
2016
Q2
$33K Sell
1,494
-7,532
-83% -$166K ﹤0.01% 3909
2016
Q1
$133K Buy
9,026
+5,167
+134% +$76.1K ﹤0.01% 3784
2015
Q4
$66K Buy
3,859
+3,759
+3,759% +$64.3K ﹤0.01% 3873
2015
Q3
$2K Sell
100
-663
-87% -$13.3K ﹤0.01% 4877
2015
Q2
$28K Sell
763
-412
-35% -$15.1K ﹤0.01% 4082
2015
Q1
$35K Sell
1,175
-4,094
-78% -$122K ﹤0.01% 4074
2014
Q4
$260K Buy
5,269
+1,924
+58% +$94.9K ﹤0.01% 2960
2014
Q3
$466K Sell
3,345
-3,358
-50% -$468K ﹤0.01% 2071
2014
Q2
$2.01M Buy
+6,703
New +$2.01M ﹤0.01% 1259