Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.1K Sell
1,102
-202
-15% -$16.7K ﹤0.01% 1689
2025
Q1
$73.8K Buy
1,304
+9
+0.7% +$509 ﹤0.01% 1695
2024
Q4
$74.3K Sell
1,295
-2
-0.2% -$115 ﹤0.01% 1625
2024
Q3
$68K Sell
1,297
-1,486
-53% -$77.9K ﹤0.01% 1582
2024
Q2
$151K Buy
2,783
+1,596
+134% +$86.4K 0.01% 1178
2024
Q1
$68.8K Buy
1,187
+101
+9% +$5.85K ﹤0.01% 1460
2023
Q4
$53.2K Sell
1,086
-201
-16% -$9.85K ﹤0.01% 1521
2023
Q3
$55.5K Sell
1,287
-1,529
-54% -$65.9K ﹤0.01% 1509
2023
Q2
$128K Sell
2,816
-5,070
-64% -$231K 0.01% 1208
2023
Q1
$219K Sell
7,886
-34,780
-82% -$966K 0.01% 911
2022
Q4
$1.21M Buy
42,666
+19,578
+85% +$553K 0.03% 547
2022
Q3
$355K Buy
23,088
+1,180
+5% +$18.1K 0.01% 1096
2022
Q2
$336K Hold
21,908
0.01% 1016
2022
Q1
$336K Buy
21,908
+13,000
+146% +$199K 0.01% 1016
2021
Q4
$341K Sell
8,908
-248
-3% -$9.49K 0.01% 721
2021
Q3
$317K Buy
9,156
+812
+10% +$28.1K 0.01% 718
2021
Q2
$276K Buy
8,344
+1,272
+18% +$42.1K 0.01% 754
2021
Q1
$193K Sell
7,072
-96,032
-93% -$2.62M ﹤0.01% 853
2020
Q4
$3.28M Sell
103,104
-3,368
-3% -$107K 0.13% 130
2020
Q3
$2.8M Buy
106,472
+6,480
+6% +$170K 0.17% 122
2020
Q2
$2.05M Buy
99,992
+93,052
+1,341% +$1.91M 0.16% 138
2020
Q1
$127K Sell
6,940
-1,016
-13% -$18.6K 0.01% 731
2019
Q4
$188K Buy
7,956
+1,216
+18% +$28.7K 0.01% 683
2019
Q3
$133K Buy
+6,740
New +$133K 0.01% 918
2019
Q1
Sell
-10,228
Closed -$122K 2539
2018
Q4
$122K Sell
10,228
-3,500
-25% -$41.7K 0.01% 1083
2018
Q3
$177K Sell
13,728
-5,592
-29% -$72.1K 0.01% 1135
2018
Q2
$273K Buy
19,320
+3,004
+18% +$42.4K 0.01% 910
2018
Q1
$176K Hold
16,316
0.01% 1047
2017
Q4
$176K Sell
16,316
-5,648
-26% -$60.9K 0.01% 1046
2017
Q3
$189K Buy
21,964
+15,020
+216% +$129K 0.01% 1175
2017
Q2
$55K Sell
6,944
-384
-5% -$3.04K ﹤0.01% 1885
2017
Q1
$57K Sell
7,328
-168
-2% -$1.31K ﹤0.01% 1827
2016
Q4
$52K Sell
7,496
-848
-10% -$5.88K ﹤0.01% 1844
2016
Q3
$56K Sell
8,344
-424
-5% -$2.85K ﹤0.01% 1728
2016
Q2
$54K Buy
+8,768
New +$54K ﹤0.01% 1713
2016
Q1
Sell
-7,960
Closed -$38K 2552
2015
Q4
$38K Buy
+7,960
New +$38K ﹤0.01% 1766