Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$181K Sell
12,971
-12,249
-49% -$171K ﹤0.01% 3401
2025
Q1
$196K Sell
25,220
-2,639
-9% -$20.5K ﹤0.01% 3455
2024
Q4
$197K Buy
27,859
+2,103
+8% +$14.9K ﹤0.01% 3591
2024
Q3
$193K Buy
25,756
+17,331
+206% +$130K ﹤0.01% 3600
2024
Q2
$65K Buy
8,425
+3,045
+57% +$23.5K ﹤0.01% 3714
2024
Q1
$48K Buy
5,380
+882
+20% +$7.87K ﹤0.01% 3909
2023
Q4
$46.3K Buy
4,498
+4,429
+6,419% +$45.6K ﹤0.01% 3817
2023
Q3
$677 Sell
69
-12,539
-99% -$123K ﹤0.01% 4401
2023
Q2
$185K Buy
12,608
+9,124
+262% +$134K ﹤0.01% 3263
2023
Q1
$49.4K Buy
3,484
+436
+14% +$6.19K ﹤0.01% 3640
2022
Q4
$43.4K Sell
3,048
-2,856
-48% -$40.7K ﹤0.01% 3633
2022
Q3
$106K Sell
5,904
-7,547
-56% -$135K ﹤0.01% 3362
2022
Q2
$374K Sell
13,451
-11,747
-47% -$327K ﹤0.01% 2797
2022
Q1
$1.28M Sell
25,198
-8,607
-25% -$436K ﹤0.01% 2124
2021
Q4
$1.68M Buy
33,805
+6,654
+25% +$330K ﹤0.01% 2100
2021
Q3
$2.29M Sell
27,151
-4,711
-15% -$398K ﹤0.01% 1813
2021
Q2
$2.58M Sell
31,862
-50,426
-61% -$4.08M ﹤0.01% 1915
2021
Q1
$4.63M Buy
82,288
+53,489
+186% +$3.01M ﹤0.01% 1378
2020
Q4
$1.84M Buy
28,799
+25,015
+661% +$1.6M ﹤0.01% 1762
2020
Q3
$145K Sell
3,784
-3,372
-47% -$129K ﹤0.01% 2938
2020
Q2
$230K Buy
7,156
+1,274
+22% +$40.9K ﹤0.01% 3008
2020
Q1
$58K Buy
5,882
+355
+6% +$3.5K ﹤0.01% 3676
2019
Q4
$120K Buy
5,527
+4,176
+309% +$90.7K ﹤0.01% 3418
2019
Q3
$22K Sell
1,351
-9,587
-88% -$156K ﹤0.01% 4222
2019
Q2
$299K Buy
10,938
+4,753
+77% +$130K ﹤0.01% 2989
2019
Q1
$249K Buy
6,185
+4,060
+191% +$163K ﹤0.01% 2983
2018
Q4
$42K Sell
2,125
-122
-5% -$2.41K ﹤0.01% 4022
2018
Q3
$48K Buy
+2,247
New +$48K ﹤0.01% 4089