Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28K Sell
220
-9,170
-98% -$53.3K ﹤0.01% 4640
2025
Q1
$46K Sell
9,390
-2,003
-18% -$9.82K ﹤0.01% 4122
2024
Q4
$74.1K Buy
11,393
+1,029
+10% +$6.69K ﹤0.01% 4116
2024
Q3
$79.7K Buy
10,364
+3,847
+59% +$29.6K ﹤0.01% 4095
2024
Q2
$54.8K Buy
6,517
+5,811
+823% +$48.9K ﹤0.01% 3795
2024
Q1
$4.94K Sell
706
-3,747
-84% -$26.2K ﹤0.01% 4550
2023
Q4
$32.1K Buy
4,453
+3,728
+514% +$26.8K ﹤0.01% 4010
2023
Q3
$5.21K Hold
725
﹤0.01% 3981
2023
Q2
$8.62K Sell
725
-140
-16% -$1.67K ﹤0.01% 4400
2023
Q1
$10K Buy
865
+661
+324% +$7.66K ﹤0.01% 4069
2022
Q4
$10.7K Sell
204
-118
-37% -$6.22K ﹤0.01% 4108
2022
Q3
$37K Sell
322
-371
-54% -$42.6K ﹤0.01% 3803
2022
Q2
$78K Sell
693
-214
-24% -$24.1K ﹤0.01% 3669
2022
Q1
$44K Sell
907
-941
-51% -$45.6K ﹤0.01% 4078
2021
Q4
$109K Buy
1,848
+873
+90% +$51.5K ﹤0.01% 3928
2021
Q3
$83K Buy
975
+436
+81% +$37.1K ﹤0.01% 3745
2021
Q2
$43K Buy
539
+54
+11% +$4.31K ﹤0.01% 4229
2021
Q1
$52K Sell
485
-695
-59% -$74.5K ﹤0.01% 4034
2020
Q4
$102K Buy
1,180
+925
+363% +$80K ﹤0.01% 3668
2020
Q3
$7K Sell
255
-394
-61% -$10.8K ﹤0.01% 4516
2020
Q2
$22K Sell
649
-4,481
-87% -$152K ﹤0.01% 4199
2020
Q1
$168K Buy
+5,130
New +$168K ﹤0.01% 2960
2018
Q3
Sell
-1,000
Closed -$20K 5143
2018
Q2
$20K Buy
+1,000
New +$20K ﹤0.01% 4393
2015
Q4
Sell
-53
Closed -$1K 5678
2015
Q3
$1K Buy
53
+26
+96% +$491 ﹤0.01% 5078
2015
Q2
$0 Sell
27
-105
-80% ﹤0.01% 5758
2015
Q1
$4K Sell
132
-269
-67% -$8.15K ﹤0.01% 5093
2014
Q4
$17K Buy
401
+230
+135% +$9.75K ﹤0.01% 4672
2014
Q3
$6K Buy
171
+17
+11% +$596 ﹤0.01% 4859
2014
Q2
$8K Sell
154
-317
-67% -$16.5K ﹤0.01% 4639
2014
Q1
$36K Sell
471
-1,269
-73% -$97K ﹤0.01% 4177
2013
Q4
$148K Sell
1,740
-988
-36% -$84K ﹤0.01% 3397
2013
Q3
$269K Buy
2,728
+175
+7% +$17.3K ﹤0.01% 2380
2013
Q2
$251K Buy
+2,553
New +$251K ﹤0.01% 2562