Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
9,836
+8,042
+448% +$84.6K ﹤0.01% 707
2025
Q1
$22.3K Buy
1,794
+837
+87% +$10.4K ﹤0.01% 1284
2024
Q4
$12.3K Buy
957
+327
+52% +$4.21K ﹤0.01% 1511
2024
Q3
$12.6K Buy
630
+47
+8% +$943 ﹤0.01% 1531
2024
Q2
$10.2K Buy
583
+18
+3% +$316 ﹤0.01% 1523
2024
Q1
$10.1K Sell
565
-254
-31% -$4.55K ﹤0.01% 1570
2023
Q4
$15.8K Buy
819
+444
+118% +$8.55K ﹤0.01% 1419
2023
Q3
$5.7K Hold
375
﹤0.01% 1712
2023
Q2
$7.77K Buy
375
+9
+2% +$187 ﹤0.01% 1644
2023
Q1
$8.81K Sell
366
-48
-12% -$1.16K ﹤0.01% 1603
2022
Q4
$11.9K Sell
414
-236
-36% -$6.79K ﹤0.01% 1477
2022
Q3
$13K Sell
650
-23
-3% -$460 ﹤0.01% 1384
2022
Q2
$13K Buy
673
+360
+115% +$6.95K ﹤0.01% 1457
2022
Q1
$9K Sell
313
-287
-48% -$8.25K ﹤0.01% 1108
2021
Q4
$14K Sell
600
-616
-51% -$14.4K ﹤0.01% 1398
2021
Q3
$27K Buy
1,216
+761
+167% +$16.9K ﹤0.01% 1161
2021
Q2
$12K Buy
455
+38
+9% +$1K ﹤0.01% 1278
2021
Q1
$11K Buy
417
+159
+62% +$4.19K ﹤0.01% 1255
2020
Q4
$6K Hold
258
﹤0.01% 1163
2020
Q3
$5K Buy
+258
New +$5K ﹤0.01% 1159
2017
Q4
Sell
-724
Closed -$8K 1434
2017
Q3
$8K Hold
724
﹤0.01% 1057
2017
Q2
$8K Sell
724
-187
-21% -$2.07K ﹤0.01% 1038
2017
Q1
$10K Sell
911
-233
-20% -$2.56K ﹤0.01% 1008
2016
Q4
$13K Hold
1,144
﹤0.01% 912
2016
Q3
$13K Sell
1,144
-1,435
-56% -$16.3K ﹤0.01% 904
2016
Q2
$32K Buy
2,579
+734
+40% +$9.11K ﹤0.01% 627
2016
Q1
$21K Buy
1,845
+1,789
+3,195% +$20.4K ﹤0.01% 782
2015
Q4
$0 Sell
56
-290
-84% ﹤0.01% 1248
2015
Q3
$3K Sell
346
-719
-68% -$6.23K ﹤0.01% 1251
2015
Q2
$14K Buy
1,065
+720
+209% +$9.47K ﹤0.01% 930
2015
Q1
$4K Sell
345
-627
-65% -$7.27K ﹤0.01% 1259
2014
Q4
$13K Sell
972
-1,617
-62% -$21.6K ﹤0.01% 952
2014
Q3
$36K Sell
2,589
-99
-4% -$1.38K 0.01% 623
2014
Q2
$40K Buy
2,688
+1,562
+139% +$23.2K 0.01% 610
2014
Q1
$16K Hold
1,126
﹤0.01% 831
2013
Q4
$16K Buy
1,126
+930
+474% +$13.2K ﹤0.01% 804
2013
Q3
$3K Sell
196
-309
-61% -$4.73K ﹤0.01% 1019
2013
Q2
$6K Buy
+505
New +$6K ﹤0.01% 622