Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
118,102
+8,284
+8% +$20K 0.01% 1090
2025
Q1
$256K Buy
109,818
+24,950
+29% +$58.1K 0.01% 1062
2024
Q4
$157K Buy
84,868
+5,900
+7% +$10.9K 0.01% 1254
2024
Q3
$193K Buy
78,968
+42,667
+118% +$104K 0.01% 1111
2024
Q2
$74.4K Buy
36,301
+4,253
+13% +$8.72K ﹤0.01% 1490
2024
Q1
$79.5K Buy
32,048
+6,048
+23% +$15K ﹤0.01% 1385
2023
Q4
$72.8K Buy
26,000
+18,000
+225% +$50.4K ﹤0.01% 1384
2023
Q3
$20.6K Buy
8,000
+1,000
+14% +$2.58K ﹤0.01% 1932
2023
Q2
$22.3K Hold
7,000
﹤0.01% 1949
2023
Q1
$36.9K Sell
7,000
-2,424
-26% -$12.8K ﹤0.01% 1729
2022
Q4
$60K Buy
9,424
+874
+10% +$5.57K ﹤0.01% 2109
2022
Q3
$55K Buy
8,550
+1,813
+27% +$11.7K ﹤0.01% 2286
2022
Q2
$36K Hold
6,737
﹤0.01% 2391
2022
Q1
$36K Buy
6,737
+737
+12% +$3.94K ﹤0.01% 2391
2021
Q4
$17K Sell
6,000
-21
-0.3% -$59 ﹤0.01% 1970
2021
Q3
$18K Hold
6,021
﹤0.01% 1967
2021
Q2
$21K Buy
6,021
+1,000
+20% +$3.49K ﹤0.01% 1895
2021
Q1
$14K Hold
5,021
﹤0.01% 1974
2020
Q4
$15K Buy
5,021
+1,000
+25% +$2.99K ﹤0.01% 1885
2020
Q3
$9K Buy
4,021
+4,000
+19,048% +$8.95K ﹤0.01% 1919
2020
Q2
$0 Sell
21
-300
-93% ﹤0.01% 2686
2020
Q1
$1K Hold
321
﹤0.01% 2431
2019
Q4
$1K Sell
321
-6,273
-95% -$19.5K ﹤0.01% 2605
2019
Q3
$30K Buy
+6,594
New +$30K ﹤0.01% 1582
2019
Q1
Sell
-6,797
Closed -$27K 2341
2018
Q4
$27K Sell
6,797
-838
-11% -$3.33K ﹤0.01% 1928
2018
Q3
$35K Hold
7,635
﹤0.01% 2080
2018
Q2
$35K Buy
7,635
+671
+10% +$3.08K ﹤0.01% 2101
2018
Q1
$45K Hold
6,964
﹤0.01% 1876
2017
Q4
$45K Hold
6,964
﹤0.01% 1872
2017
Q3
$46K Buy
6,964
+6,000
+622% +$39.6K ﹤0.01% 2022
2017
Q2
$5K Sell
964
-15,731
-94% -$81.6K ﹤0.01% 3330
2017
Q1
$96K Buy
16,695
+4,506
+37% +$25.9K ﹤0.01% 1504
2016
Q4
$60K Buy
12,189
+7,229
+146% +$35.6K ﹤0.01% 1752
2016
Q3
$30K Sell
4,960
-29
-0.6% -$175 ﹤0.01% 2134
2016
Q2
$29K Buy
+4,989
New +$29K ﹤0.01% 2084
2016
Q1
Sell
-5,493
Closed -$24K 2339
2015
Q4
$24K Buy
+5,493
New +$24K ﹤0.01% 2037