Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.6K Sell
3,713
-2,018
-35% -$50.9K ﹤0.01% 3711
2025
Q1
$114K Sell
5,731
-611
-10% -$12.2K ﹤0.01% 3757
2024
Q4
$167K Sell
6,342
-688
-10% -$18.1K ﹤0.01% 3689
2024
Q3
$186K Buy
7,030
+5,262
+298% +$139K ﹤0.01% 3623
2024
Q2
$41.9K Buy
1,768
+397
+29% +$9.41K ﹤0.01% 3959
2024
Q1
$33K Buy
1,371
+327
+31% +$7.86K ﹤0.01% 4103
2023
Q4
$19.3K Buy
1,044
+1,040
+26,000% +$19.2K ﹤0.01% 4248
2023
Q3
$56 Sell
4
-2,171
-100% -$30.4K ﹤0.01% 4744
2023
Q2
$41.1K Sell
2,175
-17,927
-89% -$339K ﹤0.01% 4071
2023
Q1
$424K Buy
20,102
+3,039
+18% +$64.2K ﹤0.01% 2646
2022
Q4
$314K Buy
17,063
+15,197
+814% +$280K ﹤0.01% 2814
2022
Q3
$33K Buy
1,866
+1,782
+2,121% +$31.5K ﹤0.01% 3846
2022
Q2
$2K Sell
84
-2,979
-97% -$70.9K ﹤0.01% 5126
2022
Q1
$86K Buy
3,063
+1,535
+100% +$43.1K ﹤0.01% 3792
2021
Q4
$32K Buy
1,528
+827
+118% +$17.3K ﹤0.01% 4481
2021
Q3
$17K Sell
701
-131
-16% -$3.18K ﹤0.01% 4551
2021
Q2
$28K Sell
832
-91
-10% -$3.06K ﹤0.01% 4454
2021
Q1
$38K Sell
923
-742
-45% -$30.5K ﹤0.01% 4202
2020
Q4
$73K Buy
1,665
+853
+105% +$37.4K ﹤0.01% 3881
2020
Q3
$15K Sell
812
-23,179
-97% -$428K ﹤0.01% 4117
2020
Q2
$474K Buy
23,991
+21,823
+1,007% +$431K ﹤0.01% 2599
2020
Q1
$44K Buy
2,168
+1,179
+119% +$23.9K ﹤0.01% 3881
2019
Q4
$27K Buy
989
+470
+91% +$12.8K ﹤0.01% 4358
2019
Q3
$10K Sell
519
-1,188
-70% -$22.9K ﹤0.01% 4582
2019
Q2
$25K Sell
1,707
-134
-7% -$1.96K ﹤0.01% 4486
2019
Q1
$23K Buy
1,841
+1,581
+608% +$19.8K ﹤0.01% 4468
2018
Q4
$3K Sell
260
-1,309
-83% -$15.1K ﹤0.01% 4855
2018
Q3
$27K Buy
1,569
+577
+58% +$9.93K ﹤0.01% 4403
2018
Q2
$21K Buy
+992
New +$21K ﹤0.01% 4375
2017
Q1
Sell
-3,219
Closed -$14K 4933
2016
Q4
$14K Sell
3,219
-266
-8% -$1.16K ﹤0.01% 4473
2016
Q3
$32K Buy
3,485
+3,187
+1,069% +$29.3K ﹤0.01% 3955
2016
Q2
$3K Sell
298
-3,722
-93% -$37.5K ﹤0.01% 4791
2016
Q1
$62K Buy
4,020
+2,515
+167% +$38.8K ﹤0.01% 4181
2015
Q4
$40K Buy
1,505
+91
+6% +$2.42K ﹤0.01% 4202
2015
Q3
$22K Sell
1,414
-810
-36% -$12.6K ﹤0.01% 4009
2015
Q2
$173K Buy
2,224
+1,059
+91% +$82.4K ﹤0.01% 2842
2015
Q1
$85K Sell
1,165
-741
-39% -$54.1K ﹤0.01% 3501
2014
Q4
$136K Buy
1,906
+1,704
+844% +$122K ﹤0.01% 3440
2014
Q3
$17K Sell
202
-229
-53% -$19.3K ﹤0.01% 4361
2014
Q2
$40K Sell
431
-584
-58% -$54.2K ﹤0.01% 3702
2014
Q1
$105K Sell
1,015
-794
-44% -$82.1K ﹤0.01% 3443
2013
Q4
$243K Buy
1,809
+843
+87% +$113K ﹤0.01% 2992
2013
Q3
$86K Buy
966
+786
+437% +$70K ﹤0.01% 3251
2013
Q2
$13K Buy
+180
New +$13K ﹤0.01% 4367