Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.9K Sell
2,078
-691
-25% -$33.2K ﹤0.01% 1641
2025
Q1
$134K Buy
2,769
+407
+17% +$19.8K ﹤0.01% 1362
2024
Q4
$115K Buy
2,362
+108
+5% +$5.27K ﹤0.01% 1401
2024
Q3
$140K Buy
2,254
+151
+7% +$9.38K 0.01% 1263
2024
Q2
$120K Buy
2,103
+1,096
+109% +$62.6K ﹤0.01% 1285
2024
Q1
$58.1K Sell
1,007
-247
-20% -$14.2K ﹤0.01% 1524
2023
Q4
$85.7K Sell
1,254
-6
-0.5% -$410 ﹤0.01% 1315
2023
Q3
$71.7K Sell
1,260
-1,211
-49% -$68.9K ﹤0.01% 1418
2023
Q2
$147K Sell
2,471
-243
-9% -$14.5K 0.01% 1162
2023
Q1
$136K Sell
2,714
-1,462
-35% -$73.5K 0.01% 1101
2022
Q4
$214K Sell
4,176
-1,818
-30% -$93.2K 0.01% 1318
2022
Q3
$318K Buy
5,994
+690
+13% +$36.6K 0.01% 1159
2022
Q2
$280K Sell
5,304
-642
-11% -$33.9K 0.01% 1110
2022
Q1
$280K Buy
5,946
+5,767
+3,222% +$272K 0.01% 1110
2021
Q4
$10K Sell
179
-26
-13% -$1.45K ﹤0.01% 2166
2021
Q3
$10K Buy
205
+2
+1% +$98 ﹤0.01% 2202
2021
Q2
$14K Buy
203
+37
+22% +$2.55K ﹤0.01% 2067
2021
Q1
$11K Hold
166
﹤0.01% 2078
2020
Q4
$10K Hold
166
﹤0.01% 2060
2020
Q3
$8K Hold
166
﹤0.01% 1961
2020
Q2
$7K Hold
166
﹤0.01% 1920
2020
Q1
$5K Sell
166
-109
-40% -$3.28K ﹤0.01% 2016
2019
Q4
$13K Sell
275
-123
-31% -$5.82K ﹤0.01% 1787
2019
Q3
$17K Buy
+398
New +$17K ﹤0.01% 1823
2019
Q1
$7K Sell
141
-646
-82% -$32.1K ﹤0.01% 1747
2018
Q4
$34K Sell
787
-36
-4% -$1.56K ﹤0.01% 1811
2018
Q3
$37K Buy
823
+136
+20% +$6.11K ﹤0.01% 2040
2018
Q2
$31K Buy
687
+144
+27% +$6.5K ﹤0.01% 2170
2018
Q1
$22K Hold
543
﹤0.01% 2316
2017
Q4
$22K Hold
543
﹤0.01% 2313
2017
Q3
$20K Sell
543
-257
-32% -$9.47K ﹤0.01% 2552
2017
Q2
$25K Buy
800
+28
+4% +$875 ﹤0.01% 2414
2017
Q1
$25K Sell
772
-118
-13% -$3.82K ﹤0.01% 2325
2016
Q4
$28K Sell
890
-205
-19% -$6.45K ﹤0.01% 2227
2016
Q3
$34K Sell
1,095
-583
-35% -$18.1K ﹤0.01% 2036
2016
Q2
$43K Buy
1,678
+1,537
+1,090% +$39.4K ﹤0.01% 1849
2016
Q1
$7K Sell
141
-1,983
-93% -$98.4K ﹤0.01% 1747
2015
Q4
$49K Buy
+2,124
New +$49K ﹤0.01% 1626