Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.6K Sell
3,457
-969
-22% -$9.41K ﹤0.01% 1377
2025
Q1
$44.2K Buy
4,426
+3
+0.1% +$30 ﹤0.01% 1234
2024
Q4
$39.2K Buy
4,423
+392
+10% +$3.48K ﹤0.01% 1308
2024
Q3
$47.1K Buy
4,031
+113
+3% +$1.32K ﹤0.01% 1199
2024
Q2
$43.8K Sell
3,918
-1,676
-30% -$18.7K ﹤0.01% 1170
2024
Q1
$68.2K Sell
5,594
-164
-3% -$2K ﹤0.01% 1006
2023
Q4
$91.3K Sell
5,758
-1,383
-19% -$21.9K ﹤0.01% 881
2023
Q3
$95.7K Buy
7,141
+2,516
+54% +$33.7K ﹤0.01% 834
2023
Q2
$62.1K Sell
4,625
-3,019
-39% -$40.5K ﹤0.01% 968
2023
Q1
$121K Buy
7,644
+1,051
+16% +$16.6K ﹤0.01% 745
2022
Q4
$112K Sell
6,593
-330
-5% -$5.6K ﹤0.01% 760
2022
Q3
$92K Buy
6,923
+4,560
+193% +$60.6K ﹤0.01% 804
2022
Q2
$35K Sell
2,363
-770
-25% -$11.4K ﹤0.01% 1119
2022
Q1
$63K Buy
3,133
+325
+12% +$6.54K ﹤0.01% 983
2021
Q4
$39K Sell
2,808
-607
-18% -$8.43K ﹤0.01% 1151
2021
Q3
$48K Buy
3,415
+1,320
+63% +$18.6K ﹤0.01% 993
2021
Q2
$48K Sell
2,095
-357
-15% -$8.18K ﹤0.01% 968
2021
Q1
$43K Buy
+2,452
New +$43K ﹤0.01% 898
2019
Q3
Sell
-165
Closed -$2K 1912
2019
Q2
$2K Hold
165
﹤0.01% 1516
2019
Q1
$2K Hold
165
﹤0.01% 1495
2018
Q4
$2K Sell
165
-150
-48% -$1.82K ﹤0.01% 1573
2018
Q3
$5K Buy
+315
New +$5K ﹤0.01% 1511
2017
Q4
Sell
-200
Closed -$2K 1727
2017
Q3
$2K Hold
200
﹤0.01% 1561
2017
Q2
$2K Buy
+200
New +$2K ﹤0.01% 1474
2016
Q2
Sell
-4,500
Closed -$25K 1721
2016
Q1
$25K Buy
4,500
+3,000
+200% +$16.7K ﹤0.01% 1304
2015
Q4
$5K Sell
1,500
-3,000
-67% -$10K ﹤0.01% 1472
2015
Q3
$19K Hold
4,500
﹤0.01% 1284
2015
Q2
$27K Hold
4,500
﹤0.01% 1267
2015
Q1
$25K Sell
4,500
-4,130
-48% -$22.9K ﹤0.01% 1309
2014
Q4
$71K Sell
8,630
-69,500
-89% -$572K ﹤0.01% 1017
2014
Q3
$860K Sell
78,130
-76,300
-49% -$840K 0.02% 559
2014
Q2
$2.04M Sell
154,430
-439,300
-74% -$5.81M 0.04% 412
2014
Q1
$8.21M Buy
593,730
+584,400
+6,264% +$8.08M 0.16% 158
2013
Q4
$143K Buy
9,330
+1,000
+12% +$15.3K ﹤0.01% 803
2013
Q3
$130K Sell
8,330
-1,400
-14% -$21.8K ﹤0.01% 790
2013
Q2
$128K Buy
+9,730
New +$128K ﹤0.01% 769