Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.6K Buy
41,043
+1,899
+5% +$858 ﹤0.01% 1447
2025
Q1
$15.9K Sell
39,144
-66,752
-63% -$27.2K ﹤0.01% 1371
2024
Q4
$70.1K Buy
105,896
+39,094
+59% +$25.9K ﹤0.01% 1150
2024
Q3
$56.7K Sell
66,802
-17,604
-21% -$14.9K ﹤0.01% 973
2024
Q2
$56.3K Buy
84,406
+24,000
+40% +$16K ﹤0.01% 964
2024
Q1
$78.5K Sell
60,406
-22,355
-27% -$29.1K ﹤0.01% 863
2023
Q4
$47.4K Buy
82,761
+100
+0.1% +$57 ﹤0.01% 1077
2023
Q3
$62.3K Buy
82,661
+17,700
+27% +$13.3K ﹤0.01% 1031
2023
Q2
$47.4K Buy
64,961
+4,900
+8% +$3.58K ﹤0.01% 1031
2023
Q1
$45.4K Buy
60,061
+6,209
+12% +$4.7K ﹤0.01% 1036
2022
Q4
$51.7K Sell
53,852
-12,000
-18% -$11.5K ﹤0.01% 1079
2022
Q3
$144K Buy
65,852
+3,736
+6% +$8.17K ﹤0.01% 922
2022
Q2
$217K Sell
62,116
-65,646
-51% -$229K ﹤0.01% 843
2022
Q1
$644K Buy
127,762
+76,336
+148% +$385K ﹤0.01% 667
2021
Q4
$322K Buy
51,426
+23,932
+87% +$150K ﹤0.01% 1047
2021
Q3
$219K Sell
27,494
-99,418
-78% -$792K ﹤0.01% 1097
2021
Q2
$951K Buy
126,912
+93,639
+281% +$702K ﹤0.01% 615
2021
Q1
$201K Buy
+33,273
New +$201K ﹤0.01% 1030
2020
Q4
Sell
-112,172
Closed -$746K 2648
2020
Q3
$746K Buy
+112,172
New +$746K ﹤0.01% 438
2018
Q1
Sell
-106
Closed -$1K 1976
2017
Q4
$1K Hold
106
﹤0.01% 1319
2017
Q3
$1K Hold
106
﹤0.01% 1252
2017
Q2
$1K Hold
106
﹤0.01% 1260
2017
Q1
$1K Sell
106
-58
-35% -$547 ﹤0.01% 1221
2016
Q4
$2K Hold
164
﹤0.01% 1193
2016
Q3
$3K Hold
164
﹤0.01% 1105
2016
Q2
$3K Hold
164
﹤0.01% 1098
2016
Q1
$3K Sell
164
-72
-31% -$1.32K ﹤0.01% 1102
2015
Q4
$5K Buy
+236
New +$5K ﹤0.01% 1231
2015
Q3
Sell
-268
Closed -$6K 1836
2015
Q2
$6K Buy
268
+182
+212% +$4.08K ﹤0.01% 1237
2015
Q1
$2K Buy
+86
New +$2K ﹤0.01% 1252
2014
Q4
Sell
-145
Closed -$4K 1891
2014
Q3
$4K Sell
145
-1,062
-88% -$29.3K ﹤0.01% 1403
2014
Q2
$38K Buy
1,207
+407
+51% +$12.8K ﹤0.01% 944
2014
Q1
$54K Buy
800
+458
+134% +$30.9K ﹤0.01% 893
2013
Q4
$16K Hold
342
﹤0.01% 1177
2013
Q3
$16K Sell
342
-282
-45% -$13.2K ﹤0.01% 1121
2013
Q2
$24K Buy
+624
New +$24K ﹤0.01% 1041