Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
4,001
+712
+22% +$35.7K 0.01% 1272
2025
Q1
$155K Buy
3,289
+142
+5% +$6.7K ﹤0.01% 1297
2024
Q4
$166K Sell
3,147
-34
-1% -$1.8K 0.01% 1216
2024
Q3
$177K Sell
3,181
-427
-12% -$23.7K 0.01% 1147
2024
Q2
$213K Buy
3,608
+225
+7% +$13.3K 0.01% 1017
2024
Q1
$232K Sell
3,383
-14
-0.4% -$962 0.01% 933
2023
Q4
$275K Buy
3,397
+604
+22% +$49K 0.01% 812
2023
Q3
$180K Sell
2,793
-44
-2% -$2.84K 0.01% 1013
2023
Q2
$240K Buy
2,837
+76
+3% +$6.43K 0.01% 935
2023
Q1
$87.3K Sell
2,761
-524
-16% -$16.6K ﹤0.01% 1319
2022
Q4
$157K Sell
3,285
-713
-18% -$34.1K ﹤0.01% 1470
2022
Q3
$217K Buy
3,998
+335
+9% +$18.2K 0.01% 1358
2022
Q2
$205K Hold
3,663
0.01% 1274
2022
Q1
$205K Sell
3,663
-4,490
-55% -$251K 0.01% 1274
2021
Q4
$1.81M Buy
8,153
+606
+8% +$134K 0.04% 291
2021
Q3
$1.57M Sell
7,547
-417
-5% -$86.6K 0.03% 297
2021
Q2
$1.63M Buy
7,964
+5,124
+180% +$1.05M 0.03% 283
2021
Q1
$568K Buy
2,840
+728
+34% +$146K 0.01% 479
2020
Q4
$379K Sell
2,112
-629
-23% -$113K 0.02% 583
2020
Q3
$327K Buy
2,741
+518
+23% +$61.8K 0.02% 545
2020
Q2
$227K Sell
2,223
-349
-14% -$35.6K 0.02% 616
2020
Q1
$107K Buy
2,572
+104
+4% +$4.33K 0.01% 792
2019
Q4
$109K Buy
2,468
+787
+47% +$34.8K 0.01% 893
2019
Q3
$93K Buy
+1,681
New +$93K 0.01% 1089
2019
Q1
$7K Sell
100
-3,276
-97% -$229K ﹤0.01% 1749
2018
Q4
$160K Buy
3,376
+1,557
+86% +$73.8K 0.01% 949
2018
Q3
$93K Buy
1,819
+1,508
+485% +$77.1K ﹤0.01% 1512
2018
Q2
$13K Sell
311
-30
-9% -$1.25K ﹤0.01% 2691
2018
Q1
$7K Hold
341
﹤0.01% 2993
2017
Q4
$7K Buy
341
+306
+874% +$6.28K ﹤0.01% 2990
2017
Q3
$1K Sell
35
-150
-81% -$4.29K ﹤0.01% 3848
2017
Q2
$3K Sell
185
-3,100
-94% -$50.3K ﹤0.01% 3568
2017
Q1
$35K Sell
3,285
-1,365
-29% -$14.5K ﹤0.01% 2120
2016
Q4
$55K Sell
4,650
-5,850
-56% -$69.2K ﹤0.01% 1818
2016
Q3
$150K Buy
10,500
+10,350
+6,900% +$148K 0.01% 1138
2016
Q2
$1K Buy
150
+50
+50% +$333 ﹤0.01% 3590
2016
Q1
$7K Sell
100
-50
-33% -$3.5K ﹤0.01% 1749
2015
Q4
$1K Buy
+150
New +$1K ﹤0.01% 3491