Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$204K Sell
66,571
-10,155
-13% -$31.1K ﹤0.01% 1203
2024
Q4
$272K Buy
76,726
+2,072
+3% +$7.34K ﹤0.01% 1136
2024
Q3
$242K Buy
74,654
+3,492
+5% +$11.3K ﹤0.01% 1169
2024
Q2
$217K Buy
71,162
+3,794
+6% +$11.6K ﹤0.01% 1167
2024
Q1
$194K Sell
67,368
-6,406
-9% -$18.4K ﹤0.01% 1191
2023
Q4
$205K Buy
73,774
+13,138
+22% +$36.6K ﹤0.01% 1145
2023
Q3
$147K Buy
60,636
+2,894
+5% +$7K ﹤0.01% 1124
2023
Q2
$130K Hold
57,742
﹤0.01% 1142
2023
Q1
$130K Buy
57,742
+21,436
+59% +$48.1K ﹤0.01% 1148
2022
Q4
$84.6K Sell
36,306
-3,032
-8% -$7.06K ﹤0.01% 1162
2022
Q3
$92K Buy
39,338
+12,010
+44% +$28.1K ﹤0.01% 1147
2022
Q2
$72K Buy
27,328
+6,478
+31% +$17.1K ﹤0.01% 1173
2022
Q1
$80K Sell
20,850
-1,940
-9% -$7.44K ﹤0.01% 1208
2021
Q4
$111K Buy
22,790
+478
+2% +$2.33K ﹤0.01% 1196
2021
Q3
$98K Buy
22,312
+162
+0.7% +$712 ﹤0.01% 1180
2021
Q2
$86K Sell
22,150
-874
-4% -$3.39K ﹤0.01% 1181
2021
Q1
$72K Sell
23,024
-1,634
-7% -$5.11K ﹤0.01% 1113
2020
Q4
$69K Sell
24,658
-2,820
-10% -$7.89K ﹤0.01% 1116
2020
Q3
$64K Sell
27,478
-2,250
-8% -$5.24K ﹤0.01% 1281
2020
Q2
$49K Buy
29,728
+10,646
+56% +$17.5K ﹤0.01% 1319
2020
Q1
$35K Hold
19,082
﹤0.01% 1834
2019
Q4
$35K Sell
19,082
-12,060
-39% -$22.1K ﹤0.01% 1834
2019
Q3
$56 Sell
31,142
-4,602
-13% -$8 ﹤0.01% 1613
2019
Q2
$77 Sell
35,744
-1,956
-5% -$4 ﹤0.01% 1495
2019
Q1
$75 Sell
37,700
-7
-0% ﹤0.01% 1506
2018
Q4
$72 Buy
37,707
+5,288
+16% +$10 ﹤0.01% 1448
2018
Q3
$63K Buy
+32,419
New +$63K ﹤0.01% 1315
2018
Q2
Sell
-22,480
Closed -$45K 2350
2018
Q1
$45K Hold
22,480
﹤0.01% 1674
2017
Q4
$45K Buy
22,480
+2,040
+10% +$4.08K ﹤0.01% 1674
2017
Q3
$42K Buy
20,440
+11,619
+132% +$23.9K ﹤0.01% 1714
2017
Q2
$33K Sell
8,821
-8,822
-50% -$33K ﹤0.01% 1749
2017
Q1
$33K Buy
17,643
+1,851
+12% +$3.46K ﹤0.01% 1749
2016
Q4
$28K Buy
15,792
+8,389
+113% +$14.9K ﹤0.01% 1796
2016
Q3
$13K Hold
7,403
﹤0.01% 2073
2016
Q2
$16K Buy
7,403
+5,766
+352% +$12.5K ﹤0.01% 1966
2016
Q1
$3K Sell
1,637
-1,190
-42% -$2.18K ﹤0.01% 2346
2015
Q4
$5K Buy
2,827
+1,190
+73% +$2.11K ﹤0.01% 2279
2015
Q3
$3K Sell
1,637
-2,342
-59% -$4.29K ﹤0.01% 2434
2015
Q2
$8K Buy
+3,979
New +$8K ﹤0.01% 2151