Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3629
2025
Q1
Hold
0
3520
2024
Q4
Hold
0
3367
2024
Q3
Hold
0
3019
2024
Q1
Hold
0
3177
2023
Q4
Hold
0
3280
2023
Q3
Hold
0
3299
2023
Q2
Sell
-464
Closed -$868 3247
2023
Q1
$868 Sell
464
-2,100
-82% -$3.93K ﹤0.01% 1639
2022
Q4
$3.87K Buy
2,564
+1,414
+123% +$2.14K ﹤0.01% 1590
2022
Q3
$1K Buy
+1,150
New +$1K ﹤0.01% 1883
2022
Q2
Hold
0
3223
2022
Q1
Sell
-7,796
Closed -$8K 3217
2021
Q4
$8K Sell
7,796
-8,884
-53% -$9.12K ﹤0.01% 1925
2021
Q3
$25K Sell
16,680
-11,125
-40% -$16.7K ﹤0.01% 1693
2021
Q2
$66K Sell
27,805
-42,797
-61% -$102K ﹤0.01% 1448
2021
Q1
$244K Buy
70,602
+57,176
+426% +$198K ﹤0.01% 973
2020
Q4
$24K Buy
+13,426
New +$24K ﹤0.01% 1283
2018
Q4
Hold
0
2038
2018
Q3
Sell
-1,390
Closed -$12K 2056
2018
Q2
$12K Sell
1,390
-2,436
-64% -$21K ﹤0.01% 1125
2018
Q1
$23K Sell
3,826
-3,663
-49% -$22K ﹤0.01% 1012
2017
Q4
$57K Buy
7,489
+3,915
+110% +$29.8K ﹤0.01% 903
2017
Q3
$28K Buy
+3,574
New +$28K ﹤0.01% 991
2017
Q2
Sell
-13,464
Closed -$118K 1839
2017
Q1
$118K Sell
13,464
-5,501
-29% -$48.2K ﹤0.01% 668
2016
Q4
$166K Buy
18,965
+4,900
+35% +$42.9K ﹤0.01% 583
2016
Q3
$142K Buy
+14,065
New +$142K ﹤0.01% 574
2016
Q1
Sell
-1,902
Closed -$30K 1732
2015
Q4
$30K Sell
1,902
-4,579
-71% -$72.2K ﹤0.01% 972
2015
Q3
$77K Sell
6,481
-25,967
-80% -$309K ﹤0.01% 821
2015
Q2
$585K Buy
32,448
+31,122
+2,347% +$561K 0.01% 343
2015
Q1
$17K Sell
1,326
-312
-19% -$4K ﹤0.01% 1031
2014
Q4
$20K Sell
1,638
-2,062
-56% -$25.2K ﹤0.01% 1074
2014
Q3
$63K Buy
+3,700
New +$63K ﹤0.01% 860