Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
18,612
+5,697
+44% +$75.9K ﹤0.01% 3253
2025
Q1
$200K Sell
12,915
-181
-1% -$2.8K ﹤0.01% 3438
2024
Q4
$113K Buy
13,096
+9,506
+265% +$82K ﹤0.01% 3929
2024
Q3
$34.6K Buy
+3,590
New +$34.6K ﹤0.01% 4306
2021
Q3
Sell
-900
Closed -$10K 5088
2021
Q2
$10K Sell
900
-6,000
-87% -$66.7K ﹤0.01% 4970
2021
Q1
$66K Hold
6,900
﹤0.01% 3899
2020
Q4
$81K Hold
6,900
﹤0.01% 3814
2020
Q3
$82K Hold
6,900
﹤0.01% 3243
2020
Q2
$109K Hold
6,900
﹤0.01% 3407
2020
Q1
$37K Sell
6,900
-1,000
-13% -$5.36K ﹤0.01% 4004
2019
Q4
$41K Hold
7,900
﹤0.01% 4089
2019
Q3
$34K Hold
7,900
﹤0.01% 3964
2019
Q2
$24K Hold
7,900
﹤0.01% 4496
2019
Q1
$16K Hold
7,900
﹤0.01% 4601
2018
Q4
$16K Sell
7,900
-200
-2% -$405 ﹤0.01% 4487
2018
Q3
$20K Buy
8,100
+6,000
+286% +$14.8K ﹤0.01% 4511
2018
Q2
$5K Sell
2,100
-6,000
-74% -$14.3K ﹤0.01% 4741
2018
Q1
$22K Sell
8,100
-200
-2% -$543 ﹤0.01% 4176
2017
Q4
$27K Hold
8,300
﹤0.01% 4108
2017
Q3
$32K Buy
8,300
+7,000
+538% +$27K ﹤0.01% 3834
2017
Q2
$4K Hold
1,300
﹤0.01% 4368
2017
Q1
$6K Sell
1,300
-5,900
-82% -$27.2K ﹤0.01% 4419
2016
Q4
$38K Buy
7,200
+900
+14% +$4.75K ﹤0.01% 4220
2016
Q3
$31K Buy
6,300
+100
+2% +$492 ﹤0.01% 3963
2016
Q2
$36K Sell
6,200
-7
-0.1% -$41 ﹤0.01% 3859
2016
Q1
$25K Buy
6,207
+4
+0.1% +$16 ﹤0.01% 4523
2015
Q4
$10K Buy
6,203
+3
+0% +$5 ﹤0.01% 4777
2015
Q3
$9K Buy
6,200
+2,983
+93% +$4.33K ﹤0.01% 4431
2015
Q2
$6K Buy
3,217
+1,918
+148% +$3.58K ﹤0.01% 4772
2015
Q1
$2K Buy
1,299
+472
+57% +$727 ﹤0.01% 5214
2014
Q4
$1K Sell
827
-231
-22% -$279 ﹤0.01% 5310
2014
Q3
$4K Buy
1,058
+858
+429% +$3.24K ﹤0.01% 4988
2014
Q2
$1K Sell
200
-8,043
-98% -$40.2K ﹤0.01% 5256
2014
Q1
$31K Buy
8,243
+1,785
+28% +$6.71K ﹤0.01% 4255
2013
Q4
$24K Sell
6,458
-100
-2% -$372 ﹤0.01% 4521
2013
Q3
$37K Sell
6,558
-100
-2% -$564 ﹤0.01% 3891
2013
Q2
$37K Buy
+6,658
New +$37K ﹤0.01% 3927