Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Sell
6,398
-6,053
-49% -$37.8K ﹤0.01% 4149
2025
Q1
$60.4K Sell
12,451
-1,547
-11% -$7.5K ﹤0.01% 4059
2024
Q4
$87.2K Buy
13,998
+4
+0% +$25 ﹤0.01% 4064
2024
Q3
$71.4K Buy
13,994
+9,246
+195% +$47.2K ﹤0.01% 4130
2024
Q2
$30K Buy
4,748
+1,310
+38% +$8.27K ﹤0.01% 4128
2024
Q1
$22.2K Buy
3,438
+428
+14% +$2.76K ﹤0.01% 4250
2023
Q4
$25.1K Buy
3,010
+2,990
+14,950% +$24.9K ﹤0.01% 4141
2023
Q3
$122 Sell
20
-6,358
-100% -$38.8K ﹤0.01% 4611
2023
Q2
$47.8K Buy
+6,378
New +$47.8K ﹤0.01% 3996
2023
Q1
Sell
-143
Closed -$1.29K 4794
2022
Q4
$1.29K Sell
143
-173
-55% -$1.56K ﹤0.01% 4576
2022
Q3
$2K Sell
316
-1,138
-78% -$7.2K ﹤0.01% 4682
2022
Q2
$14K Buy
1,454
+631
+77% +$6.08K ﹤0.01% 4471
2022
Q1
$10K Sell
823
-4,476
-84% -$54.4K ﹤0.01% 4739
2021
Q4
$53K Buy
5,299
+2,611
+97% +$26.1K ﹤0.01% 4264
2021
Q3
$27K Buy
2,688
+1,314
+96% +$13.2K ﹤0.01% 4333
2021
Q2
$16K Sell
1,374
-249
-15% -$2.9K ﹤0.01% 4742
2021
Q1
$15K Sell
1,623
-4,544
-74% -$42K ﹤0.01% 4738
2020
Q4
$73K Buy
6,167
+5,166
+516% +$61.2K ﹤0.01% 3877
2020
Q3
$14K Sell
1,001
-1,843
-65% -$25.8K ﹤0.01% 4134
2020
Q2
$32K Sell
2,844
-2,914
-51% -$32.8K ﹤0.01% 3966
2020
Q1
$42K Buy
5,758
+1,674
+41% +$12.2K ﹤0.01% 3907
2019
Q4
$32K Buy
4,084
+1,525
+60% +$11.9K ﹤0.01% 4256
2019
Q3
$20K Sell
2,559
-3,150
-55% -$24.6K ﹤0.01% 4275
2019
Q2
$47K Buy
5,709
+902
+19% +$7.43K ﹤0.01% 4135
2019
Q1
$50K Buy
4,807
+1,036
+27% +$10.8K ﹤0.01% 4022
2018
Q4
$25K Sell
3,771
-1,082
-22% -$7.17K ﹤0.01% 4317
2018
Q3
$39K Buy
4,853
+2,169
+81% +$17.4K ﹤0.01% 4228
2018
Q2
$41K Buy
+2,684
New +$41K ﹤0.01% 3983
2017
Q4
Sell
-30,256
Closed -$82K 4963
2017
Q3
$82K Hold
30,256
﹤0.01% 3466
2017
Q2
$51K Hold
30,256
﹤0.01% 3572
2017
Q1
$44K Hold
30,256
﹤0.01% 3728
2016
Q4
$64K Hold
30,256
﹤0.01% 4063
2016
Q3
$93K Hold
30,256
﹤0.01% 3434
2016
Q2
$85K Hold
30,256
﹤0.01% 3420
2016
Q1
$107K Hold
30,256
﹤0.01% 3905
2015
Q4
$130K Hold
30,256
﹤0.01% 3385
2015
Q3
$121K Buy
30,256
+343
+1% +$1.37K ﹤0.01% 3064
2015
Q2
$150K Hold
29,913
﹤0.01% 2965
2015
Q1
$99K Hold
29,913
﹤0.01% 3409
2014
Q4
$155K Sell
29,913
-637
-2% -$3.3K ﹤0.01% 3345
2014
Q3
$183K Buy
30,550
+29,184
+2,136% +$175K ﹤0.01% 2717
2014
Q2
$9K Sell
1,366
-655
-32% -$4.32K ﹤0.01% 4577
2014
Q1
$14K Sell
2,021
-2,301
-53% -$15.9K ﹤0.01% 4665
2013
Q4
$44K Buy
4,322
+4,304
+23,911% +$43.8K ﹤0.01% 4214
2013
Q3
$0 Buy
+18
New ﹤0.01% 5169