Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
6,548
+5,691
+664% +$109K ﹤0.01% 1562
2025
Q1
$12.6K Sell
857
-1,024
-54% -$15.1K ﹤0.01% 1777
2024
Q4
$50.2K Buy
1,881
+303
+19% +$8.09K ﹤0.01% 1663
2024
Q3
$40.6K Buy
+1,578
New +$40.6K ﹤0.01% 1688
2022
Q3
Sell
-53,350
Closed -$1.48M 2154
2022
Q2
$1.48M Sell
53,350
-133,893
-72% -$3.71M ﹤0.01% 1011
2022
Q1
$5.54M Buy
187,243
+125,481
+203% +$3.71M 0.01% 753
2021
Q4
$2.35M Sell
61,762
-8,013
-11% -$305K ﹤0.01% 1002
2021
Q3
$2.23M Buy
69,775
+31,482
+82% +$1.01M ﹤0.01% 1010
2021
Q2
$1.41M Sell
38,293
-94,304
-71% -$3.47M ﹤0.01% 1210
2021
Q1
$5.55M Buy
132,597
+73,928
+126% +$3.09M 0.01% 817
2020
Q4
$2.24M Buy
+58,669
New +$2.24M ﹤0.01% 1018
2019
Q2
Sell
-274
Closed -$4K 2167
2019
Q1
$4K Sell
274
-16
-6% -$234 ﹤0.01% 1991
2018
Q4
$5K Buy
290
+103
+55% +$1.78K ﹤0.01% 1972
2018
Q3
$5K Sell
187
-149
-44% -$3.98K ﹤0.01% 2050
2018
Q2
$8K Sell
336
-174
-34% -$4.14K ﹤0.01% 1934
2018
Q1
$12K Sell
510
-61,953
-99% -$1.46M ﹤0.01% 1847
2017
Q4
$1.37M Buy
62,463
+272
+0.4% +$5.97K ﹤0.01% 1100
2017
Q3
$1.48M Sell
62,191
-814
-1% -$19.4K ﹤0.01% 1052
2017
Q2
$992K Buy
63,005
+60,707
+2,642% +$956K ﹤0.01% 1199
2017
Q1
$42K Buy
2,298
+1,962
+584% +$35.9K ﹤0.01% 1658
2016
Q4
$5K Buy
336
+236
+236% +$3.51K ﹤0.01% 1923
2016
Q3
$1K Sell
100
-7,768
-99% -$77.7K ﹤0.01% 2050
2016
Q2
$85K Buy
7,868
+22
+0.3% +$238 ﹤0.01% 1578
2016
Q1
$93K Buy
7,846
+457
+6% +$5.42K ﹤0.01% 1575
2015
Q4
$89K Sell
7,389
-2,466
-25% -$29.7K ﹤0.01% 1577
2015
Q3
$97K Buy
9,855
+9,287
+1,635% +$91.4K ﹤0.01% 1576
2015
Q2
$8K Buy
568
+411
+262% +$5.79K ﹤0.01% 1738
2015
Q1
$2K Sell
157
-536
-77% -$6.83K ﹤0.01% 1938
2014
Q4
$8K Buy
693
+560
+421% +$6.47K ﹤0.01% 1763
2014
Q3
$2K Sell
133
-182
-58% -$2.74K ﹤0.01% 1925
2014
Q2
$3K Buy
+315
New +$3K ﹤0.01% 1892