Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Buy
1,124
+51
+5% +$6.05K ﹤0.01% 1481
2025
Q1
$125K Buy
1,073
+781
+267% +$90.8K ﹤0.01% 1411
2024
Q4
$31.9K Buy
292
+11
+4% +$1.2K ﹤0.01% 2046
2024
Q3
$29K Sell
281
-40
-12% -$4.12K ﹤0.01% 1982
2024
Q2
$29.9K Sell
321
-323
-50% -$30.1K ﹤0.01% 1896
2024
Q1
$59.8K Sell
644
-176
-21% -$16.3K ﹤0.01% 1506
2023
Q4
$80.6K Buy
820
+781
+2,003% +$76.8K ﹤0.01% 1342
2023
Q3
$3.65K Sell
39
-4
-9% -$375 ﹤0.01% 2629
2023
Q2
$4.41K Buy
43
+10
+30% +$1.03K ﹤0.01% 2586
2023
Q1
$1.85K Sell
33
-204
-86% -$11.4K ﹤0.01% 2922
2022
Q4
$20K Sell
237
-755
-76% -$63.7K ﹤0.01% 2876
2022
Q3
$64K Buy
992
+724
+270% +$46.7K ﹤0.01% 2189
2022
Q2
$22K Hold
268
﹤0.01% 2757
2022
Q1
$22K Sell
268
-408
-60% -$33.5K ﹤0.01% 2757
2021
Q4
$78K Sell
676
-24
-3% -$2.77K ﹤0.01% 1352
2021
Q3
$73K Buy
700
+3
+0.4% +$313 ﹤0.01% 1385
2021
Q2
$68K Buy
697
+3
+0.4% +$293 ﹤0.01% 1392
2021
Q1
$69K Sell
694
-222
-24% -$22.1K ﹤0.01% 1320
2020
Q4
$88K Sell
916
-4
-0.4% -$384 ﹤0.01% 1193
2020
Q3
$75K Buy
920
+190
+26% +$15.5K ﹤0.01% 1126
2020
Q2
$62K Sell
730
-8
-1% -$679 ﹤0.01% 1120
2020
Q1
$64K Sell
738
-29
-4% -$2.52K 0.01% 1021
2019
Q4
$82K Sell
767
-8
-1% -$855 0.01% 1046
2019
Q3
$88K Buy
+775
New +$88K 0.01% 1123
2019
Q1
Sell
-984
Closed -$91K 2820
2018
Q4
$91K Sell
984
-370
-27% -$34.2K 0.01% 1238
2018
Q3
$134K Buy
1,354
+7
+0.5% +$693 0.01% 1299
2018
Q2
$124K Buy
1,347
+609
+83% +$56.1K 0.01% 1348
2018
Q1
$67K Hold
738
﹤0.01% 1629
2017
Q4
$67K Sell
738
-610
-45% -$55.4K ﹤0.01% 1627
2017
Q3
$119K Sell
1,348
-6
-0.4% -$530 ﹤0.01% 1446
2017
Q2
$116K Sell
1,354
-255
-16% -$21.8K ﹤0.01% 1445
2017
Q1
$133K Sell
1,609
-327
-17% -$27K 0.01% 1330
2016
Q4
$156K Buy
1,936
+25
+1% +$2.01K 0.01% 1182
2016
Q3
$150K Hold
1,911
0.01% 1139
2016
Q2
$155K Buy
+1,911
New +$155K 0.01% 1101
2016
Q1
Sell
-1,399
Closed -$95K 2856
2015
Q4
$95K Buy
+1,399
New +$95K 0.01% 1202