Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
7,287
+1,930
+36% +$50.2K ﹤0.01% 760
2025
Q1
$136K Sell
5,357
-2,045
-28% -$51.9K ﹤0.01% 817
2024
Q4
$157K Buy
7,402
+2,362
+47% +$50K ﹤0.01% 790
2024
Q3
$97.3K Buy
5,040
+1,475
+41% +$28.5K ﹤0.01% 918
2024
Q2
$60.6K Sell
3,565
-755
-17% -$12.8K ﹤0.01% 1037
2024
Q1
$74.1K Buy
4,320
+745
+21% +$12.8K ﹤0.01% 977
2023
Q4
$67.7K Sell
3,575
-430
-11% -$8.14K ﹤0.01% 967
2023
Q3
$66K Buy
4,005
+570
+17% +$9.4K ﹤0.01% 952
2023
Q2
$61.9K Buy
3,435
+1,100
+47% +$19.8K ﹤0.01% 969
2023
Q1
$42.3K Sell
2,335
-1,475
-39% -$26.7K ﹤0.01% 1065
2022
Q4
$58.1K Buy
3,810
+1,375
+56% +$21K ﹤0.01% 945
2022
Q3
$31K Sell
2,435
-355
-13% -$4.52K ﹤0.01% 1132
2022
Q2
$46K Sell
2,790
-1,720
-38% -$28.4K ﹤0.01% 1029
2022
Q1
$93K Sell
4,510
-290
-6% -$5.98K ﹤0.01% 866
2021
Q4
$121K Buy
4,800
+990
+26% +$25K ﹤0.01% 800
2021
Q3
$84K Buy
3,810
+170
+5% +$3.75K ﹤0.01% 816
2021
Q2
$71K Buy
3,640
+255
+8% +$4.97K ﹤0.01% 840
2021
Q1
$72K Sell
3,385
-15
-0.4% -$319 ﹤0.01% 739
2020
Q4
$69K Sell
3,400
-6,845
-67% -$139K ﹤0.01% 732
2020
Q3
$157K Buy
10,245
+1,135
+12% +$17.4K ﹤0.01% 522
2020
Q2
$126K Buy
9,110
+1,105
+14% +$15.3K ﹤0.01% 571
2020
Q1
$95K Hold
8,005
﹤0.01% 609
2019
Q4
$109K Buy
8,005
+7,130
+815% +$97.1K ﹤0.01% 682
2019
Q3
$10K Hold
875
﹤0.01% 1284
2019
Q2
$9K Buy
875
+5
+0.6% +$51 ﹤0.01% 1333
2019
Q1
$7K Sell
870
-5
-0.6% -$40 ﹤0.01% 1339
2018
Q4
$8K Sell
875
-610
-41% -$5.58K ﹤0.01% 1343
2018
Q3
$18K Buy
1,485
+1,250
+532% +$15.2K ﹤0.01% 1256
2018
Q2
$2K Sell
235
-3,425
-94% -$29.1K ﹤0.01% 1528
2018
Q1
$35K Buy
3,660
+1,340
+58% +$12.8K ﹤0.01% 1066
2017
Q4
$21K Buy
+2,320
New +$21K ﹤0.01% 1209
2017
Q1
Sell
-3,690
Closed -$21K 1452
2016
Q4
$21K Hold
3,690
﹤0.01% 1108
2016
Q3
$25K Sell
3,690
-6,175
-63% -$41.8K ﹤0.01% 1078
2016
Q2
$58K Sell
9,865
-7,890
-44% -$46.4K ﹤0.01% 884
2016
Q1
$95K Buy
17,755
+3,880
+28% +$20.8K ﹤0.01% 935
2015
Q4
$68K Sell
13,875
-870
-6% -$4.26K ﹤0.01% 933
2015
Q3
$72K Sell
14,745
-2,670
-15% -$13K ﹤0.01% 947
2015
Q2
$99K Sell
17,415
-340
-2% -$1.93K ﹤0.01% 926
2015
Q1
$95K Sell
17,755
-1,020
-5% -$5.46K ﹤0.01% 939
2014
Q4
$77K Buy
+18,775
New +$77K ﹤0.01% 991