Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.8K Sell
12,199
-208,892
-94% -$203K ﹤0.01% 4424
2025
Q1
$156K Sell
221,091
-24,558
-10% -$17.3K ﹤0.01% 3568
2024
Q4
$198K Buy
245,649
+47,918
+24% +$38.6K ﹤0.01% 3590
2024
Q3
$196K Buy
197,731
+51,223
+35% +$50.8K ﹤0.01% 3591
2024
Q2
$227K Buy
146,508
+121,430
+484% +$188K ﹤0.01% 3104
2024
Q1
$41.1K Buy
25,078
+24,914
+15,191% +$40.9K ﹤0.01% 3975
2023
Q4
$94 Sell
164
-581
-78% -$333 ﹤0.01% 4745
2023
Q3
$298 Sell
745
-151
-17% -$60 ﹤0.01% 4507
2023
Q2
$487 Sell
896
-52,749
-98% -$28.7K ﹤0.01% 4621
2023
Q1
$45.8K Sell
53,645
-1,089,577
-95% -$930K ﹤0.01% 3655
2022
Q4
$1.49M Sell
1,143,222
-654,557
-36% -$851K ﹤0.01% 1721
2022
Q3
$3.2M Buy
1,797,779
+352,142
+24% +$627K ﹤0.01% 1322
2022
Q2
$3.28M Buy
1,445,637
+1,036,249
+253% +$2.35M ﹤0.01% 1298
2022
Q1
$1.35M Sell
409,388
-422,491
-51% -$1.39M ﹤0.01% 2080
2021
Q4
$3.79M Buy
831,879
+472,438
+131% +$2.15M ﹤0.01% 1484
2021
Q3
$2.58M Sell
359,441
-339,425
-49% -$2.44M ﹤0.01% 1726
2021
Q2
$5.61M Buy
698,866
+294,657
+73% +$2.37M ﹤0.01% 1342
2021
Q1
$2.75M Buy
+404,209
New +$2.75M ﹤0.01% 1736
2018
Q4
Sell
-8
Closed 5079
2018
Q3
$0 Hold
8
﹤0.01% 5099
2018
Q2
$1K Hold
8
﹤0.01% 4918
2018
Q1
$1K Hold
8
﹤0.01% 4841
2017
Q4
$1K Sell
8
-14
-64% -$1.75K ﹤0.01% 4894
2017
Q3
$3K Hold
22
﹤0.01% 4436
2017
Q2
$2K Hold
22
﹤0.01% 4562
2017
Q1
$2K Buy
22
+9
+69% +$818 ﹤0.01% 4644
2016
Q4
$1K Sell
13
-7
-35% -$538 ﹤0.01% 4800
2016
Q3
$4K Sell
20
-24
-55% -$4.8K ﹤0.01% 4694
2016
Q2
$5K Sell
44
-2
-4% -$227 ﹤0.01% 4708
2016
Q1
$6K Sell
46
-8
-15% -$1.04K ﹤0.01% 4900
2015
Q4
$11K Hold
54
﹤0.01% 4756
2015
Q3
$13K Buy
54
+9
+20% +$2.17K ﹤0.01% 4278
2015
Q2
$17K Sell
45
-8
-15% -$3.02K ﹤0.01% 4345
2015
Q1
$32K Buy
53
+42
+382% +$25.4K ﹤0.01% 4124
2014
Q4
$8K Buy
+11
New +$8K ﹤0.01% 4920