Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Sell
9,043
-8,389
-48% -$108K ﹤0.01% 3611
2025
Q1
$228K Sell
17,432
-1,982
-10% -$25.9K ﹤0.01% 3369
2024
Q4
$273K Buy
19,414
+1,449
+8% +$20.4K ﹤0.01% 3392
2024
Q3
$205K Buy
17,965
+12,442
+225% +$142K ﹤0.01% 3566
2024
Q2
$54.8K Buy
5,523
+1,501
+37% +$14.9K ﹤0.01% 3794
2024
Q1
$34.3K Buy
4,022
+517
+15% +$4.41K ﹤0.01% 4079
2023
Q4
$37.6K Buy
3,505
+2,401
+217% +$25.8K ﹤0.01% 3919
2023
Q3
$14.4K Sell
1,104
-6,345
-85% -$82.5K ﹤0.01% 3768
2023
Q2
$112K Buy
7,449
+7,418
+23,929% +$111K ﹤0.01% 3525
2023
Q1
$388 Sell
31
-124
-80% -$1.55K ﹤0.01% 4484
2022
Q4
$2.11K Sell
155
-348
-69% -$4.74K ﹤0.01% 4457
2022
Q3
$6K Sell
503
-1,070
-68% -$12.8K ﹤0.01% 4407
2022
Q2
$19K Buy
1,573
+704
+81% +$8.5K ﹤0.01% 4339
2022
Q1
$13K Sell
869
-4,777
-85% -$71.5K ﹤0.01% 4627
2021
Q4
$115K Buy
5,646
+3,217
+132% +$65.5K ﹤0.01% 3898
2021
Q3
$45K Buy
2,429
+1,277
+111% +$23.7K ﹤0.01% 4043
2021
Q2
$22K Sell
1,152
-371
-24% -$7.09K ﹤0.01% 4574
2021
Q1
$24K Sell
1,523
-2,594
-63% -$40.9K ﹤0.01% 4483
2020
Q4
$59K Buy
4,117
+3,119
+313% +$44.7K ﹤0.01% 4000
2020
Q3
$13K Sell
998
-1,856
-65% -$24.2K ﹤0.01% 4182
2020
Q2
$47K Sell
2,854
-3,113
-52% -$51.3K ﹤0.01% 3801
2020
Q1
$71K Buy
5,967
+1,942
+48% +$23.1K ﹤0.01% 3531
2019
Q4
$53K Buy
4,025
+1,445
+56% +$19K ﹤0.01% 3922
2019
Q3
$27K Sell
2,580
-2,855
-53% -$29.9K ﹤0.01% 4108
2019
Q2
$57K Buy
5,435
+317
+6% +$3.33K ﹤0.01% 3990
2019
Q1
$68K Buy
5,118
+600
+13% +$7.97K ﹤0.01% 3828
2018
Q4
$63K Sell
4,518
-498
-10% -$6.94K ﹤0.01% 3767
2018
Q3
$83K Buy
+5,016
New +$83K ﹤0.01% 3717
2018
Q2
Sell
-1,414
Closed -$15K 5047
2018
Q1
$15K Buy
1,414
+1,268
+868% +$13.5K ﹤0.01% 4344
2017
Q4
$2K Buy
+146
New +$2K ﹤0.01% 4805
2017
Q3
Sell
-24,668
Closed -$197K 4816
2017
Q2
$197K Sell
24,668
-1,252
-5% -$10K ﹤0.01% 2919
2017
Q1
$258K Hold
25,920
﹤0.01% 2822
2016
Q4
$233K Buy
25,920
+15,969
+160% +$144K ﹤0.01% 3481
2016
Q3
$90K Buy
9,951
+333
+3% +$3.01K ﹤0.01% 3454
2016
Q2
$79K Buy
+9,618
New +$79K ﹤0.01% 3461
2016
Q1
Sell
-31
Closed 5519
2015
Q4
$0 Buy
+31
New ﹤0.01% 5586