Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61K Sell
2,788
-581
-17% -$12.7K ﹤0.01% 1944
2025
Q1
$66K Buy
3,369
+274
+9% +$5.37K ﹤0.01% 1756
2024
Q4
$48.5K Buy
3,095
+621
+25% +$9.73K ﹤0.01% 1849
2024
Q3
$44.9K Sell
2,474
-865
-26% -$15.7K ﹤0.01% 1782
2024
Q2
$57.2K Buy
3,339
+290
+10% +$4.97K ﹤0.01% 1615
2024
Q1
$50.3K Buy
3,049
+40
+1% +$660 ﹤0.01% 1591
2023
Q4
$45.2K Buy
3,009
+404
+16% +$6.07K ﹤0.01% 1581
2023
Q3
$34.3K Buy
2,605
+211
+9% +$2.78K ﹤0.01% 1716
2023
Q2
$32.2K Buy
2,394
+34
+1% +$458 ﹤0.01% 1799
2023
Q1
$20.6K Sell
2,360
-8,813
-79% -$76.8K ﹤0.01% 2010
2022
Q4
$102K Sell
11,173
-3,473
-24% -$31.7K ﹤0.01% 1729
2022
Q3
$131K Buy
14,646
+5,108
+54% +$45.7K ﹤0.01% 1671
2022
Q2
$86K Hold
9,538
﹤0.01% 1795
2022
Q1
$86K Buy
9,538
+8,075
+552% +$72.8K ﹤0.01% 1795
2021
Q4
$21K Buy
1,463
+21
+1% +$301 ﹤0.01% 1893
2021
Q3
$22K Sell
1,442
-75
-5% -$1.14K ﹤0.01% 1889
2021
Q2
$20K Buy
1,517
+656
+76% +$8.65K ﹤0.01% 1926
2021
Q1
$11K Buy
861
+694
+416% +$8.87K ﹤0.01% 2088
2020
Q4
$1K Sell
167
-432
-72% -$2.59K ﹤0.01% 2742
2020
Q3
$4K Hold
599
﹤0.01% 2254
2020
Q2
$4K Sell
599
-307
-34% -$2.05K ﹤0.01% 2156
2020
Q1
$5K Sell
906
-6,137
-87% -$33.9K ﹤0.01% 2037
2019
Q4
$84K Buy
7,043
+4,475
+174% +$53.4K 0.01% 1030
2019
Q3
$26K Buy
+2,568
New +$26K ﹤0.01% 1646
2019
Q1
$5K Sell
424
-8,982
-95% -$106K ﹤0.01% 1858
2018
Q4
$100K Sell
9,406
-843
-8% -$8.96K 0.01% 1190
2018
Q3
$133K Buy
10,249
+2,031
+25% +$26.4K 0.01% 1302
2018
Q2
$118K Buy
8,218
+535
+7% +$7.68K 0.01% 1373
2018
Q1
$142K Hold
7,683
0.01% 1166
2017
Q4
$142K Sell
7,683
-3,080
-29% -$56.9K 0.01% 1163
2017
Q3
$198K Sell
10,763
-616
-5% -$11.3K 0.01% 1149
2017
Q2
$198K Sell
11,379
-3,053
-21% -$53.1K 0.01% 1128
2017
Q1
$218K Buy
14,432
+7,732
+115% +$117K 0.01% 1065
2016
Q4
$94K Buy
6,700
+1,282
+24% +$18K ﹤0.01% 1489
2016
Q3
$67K Buy
5,418
+43
+0.8% +$532 ﹤0.01% 1615
2016
Q2
$56K Buy
5,375
+4,951
+1,168% +$51.6K ﹤0.01% 1696
2016
Q1
$5K Sell
424
-5,996
-93% -$70.7K ﹤0.01% 1858
2015
Q4
$86K Buy
+6,420
New +$86K 0.01% 1253