Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.6K Sell
722
-335
-32% -$31.8K ﹤0.01% 1871
2025
Q1
$72.2K Sell
1,057
-10
-0.9% -$683 ﹤0.01% 1706
2024
Q4
$83K Sell
1,067
-76
-7% -$5.91K ﹤0.01% 1565
2024
Q3
$76.7K Sell
1,143
-191
-14% -$12.8K ﹤0.01% 1532
2024
Q2
$151K Sell
1,334
-122
-8% -$13.8K 0.01% 1176
2024
Q1
$202K Buy
1,456
+816
+128% +$113K 0.01% 997
2023
Q4
$79.5K Sell
640
-543
-46% -$67.4K ﹤0.01% 1348
2023
Q3
$110K Sell
1,183
-828
-41% -$77.3K 0.01% 1208
2023
Q2
$258K Buy
2,011
+957
+91% +$123K 0.01% 898
2023
Q1
$97.2K Sell
1,054
-1,083
-51% -$99.9K ﹤0.01% 1266
2022
Q4
$204K Buy
2,137
+152
+8% +$14.5K 0.01% 1340
2022
Q3
$193K Buy
1,985
+96
+5% +$9.33K 0.01% 1432
2022
Q2
$186K Sell
1,889
-5,667
-75% -$558K 0.01% 1310
2022
Q1
$186K Buy
7,556
+5,760
+321% +$142K 0.01% 1310
2021
Q4
$245K Buy
1,796
+416
+30% +$56.7K ﹤0.01% 848
2021
Q3
$189K Hold
1,380
﹤0.01% 943
2021
Q2
$147K Sell
1,380
-16
-1% -$1.7K ﹤0.01% 1056
2021
Q1
$125K Buy
1,396
+104
+8% +$9.31K ﹤0.01% 1063
2020
Q4
$119K Sell
1,292
-164
-11% -$15.1K ﹤0.01% 1050
2020
Q3
$151K Buy
1,456
+96
+7% +$9.96K 0.01% 809
2020
Q2
$136K Buy
1,360
+84
+7% +$8.4K 0.01% 805
2020
Q1
$81K Buy
1,276
+472
+59% +$30K 0.01% 921
2019
Q4
$44K Hold
804
﹤0.01% 1310
2019
Q3
$30K Buy
+804
New +$30K ﹤0.01% 1588
2019
Q1
$26K Sell
844
-2,080
-71% -$64.1K ﹤0.01% 1223
2018
Q4
$86K Sell
2,924
-356
-11% -$10.5K 0.01% 1273
2018
Q3
$117K Buy
3,280
+1,476
+82% +$52.7K ﹤0.01% 1373
2018
Q2
$43K Sell
1,804
-2,124
-54% -$50.6K ﹤0.01% 1996
2018
Q1
$56K Hold
3,928
﹤0.01% 1743
2017
Q4
$56K Sell
3,928
-4,076
-51% -$58.1K ﹤0.01% 1740
2017
Q3
$98K Sell
8,004
-1,720
-18% -$21.1K ﹤0.01% 1564
2017
Q2
$178K Buy
9,724
+2,272
+30% +$41.6K 0.01% 1189
2017
Q1
$158K Buy
7,452
+636
+9% +$13.5K 0.01% 1229
2016
Q4
$102K Buy
6,816
+704
+12% +$10.5K ﹤0.01% 1433
2016
Q3
$134K Buy
6,112
+1,900
+45% +$41.7K 0.01% 1195
2016
Q2
$84K Buy
4,212
+3,368
+399% +$67.2K ﹤0.01% 1432
2016
Q1
$26K Sell
844
-2,840
-77% -$87.5K ﹤0.01% 1223
2015
Q4
$75K Buy
+3,684
New +$75K 0.01% 1334