Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$21.8K Sell
450
-1,687
-79% -$81.9K ﹤0.01% 1091
2024
Q4
$104K Buy
2,137
+1,685
+373% +$82.3K ﹤0.01% 1054
2024
Q3
$28.1K Sell
452
-852
-65% -$52.9K ﹤0.01% 1085
2024
Q2
$74.4K Sell
1,304
-1,422
-52% -$81.2K ﹤0.01% 900
2024
Q1
$158K Buy
2,726
+297
+12% +$17.2K ﹤0.01% 652
2023
Q4
$166K Sell
2,429
-8,852
-78% -$605K ﹤0.01% 625
2023
Q3
$634K Buy
11,281
+5,318
+89% +$299K 0.01% 301
2023
Q2
$356K Buy
5,963
+2,699
+83% +$161K 0.01% 300
2023
Q1
$207K Sell
3,264
-10,588
-76% -$671K ﹤0.01% 316
2022
Q4
$859K Buy
13,852
+8,855
+177% +$549K 0.02% 222
2022
Q3
$234K Sell
4,997
-2,416
-33% -$113K ﹤0.01% 307
2022
Q2
$415K Buy
7,413
+1,838
+33% +$103K 0.01% 267
2022
Q1
$373K Sell
5,575
-11,553
-67% -$773K 0.01% 297
2021
Q4
$916K Sell
17,128
-959
-5% -$51.3K 0.01% 228
2021
Q3
$863K Buy
18,087
+15,542
+611% +$742K 0.02% 217
2021
Q2
$165K Buy
2,545
+303
+14% +$19.6K ﹤0.01% 327
2021
Q1
$139K Buy
+2,242
New +$139K ﹤0.01% 321
2020
Q4
Sell
-3,363
Closed -$155K 512
2020
Q3
$155K Buy
+3,363
New +$155K 0.01% 264
2020
Q2
Sell
-224
Closed -$7K 429
2020
Q1
$7K Buy
+224
New +$7K ﹤0.01% 397
2017
Q2
Sell
-2,018
Closed -$65K 1425
2017
Q1
$65K Buy
2,018
+1,009
+100% +$32.5K ﹤0.01% 1572
2016
Q4
$32K Buy
+1,009
New +$32K ﹤0.01% 1418
2015
Q1
Sell
-43,886
Closed -$1.71M 1463
2014
Q4
$1.71M Buy
43,886
+899
+2% +$35K 0.01% 937
2014
Q3
$2.14M Buy
+42,987
New +$2.14M 0.01% 870
2014
Q1
Sell
-28
Closed -$2K 1529
2013
Q4
$2K Hold
28
﹤0.01% 1595
2013
Q3
$2K Buy
+28
New +$2K ﹤0.01% 1612