Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
4,913
+4,538
+1,210% +$148K ﹤0.01% 1378
2025
Q1
$15.4K Sell
375
-20
-5% -$822 ﹤0.01% 2406
2024
Q4
$13.7K Buy
395
+10
+3% +$347 ﹤0.01% 2418
2024
Q3
$15.4K Sell
385
-2,292
-86% -$91.7K ﹤0.01% 2255
2024
Q2
$69.2K Sell
2,677
-1,480
-36% -$38.2K ﹤0.01% 1529
2024
Q1
$114K Buy
4,157
+71
+2% +$1.95K 0.01% 1237
2023
Q4
$118K Sell
4,086
-568
-12% -$16.4K 0.01% 1174
2023
Q3
$136K Sell
4,654
-332
-7% -$9.67K 0.01% 1130
2023
Q2
$170K Buy
4,986
+479
+11% +$16.3K 0.01% 1102
2023
Q1
$172K Sell
4,507
-4,791
-52% -$183K 0.01% 1004
2022
Q4
$357K Sell
9,298
-1,650
-15% -$63.4K 0.01% 1056
2022
Q3
$420K Buy
10,948
+19
+0.2% +$729 0.01% 1009
2022
Q2
$419K Hold
10,929
0.01% 915
2022
Q1
$419K Buy
10,929
+9,847
+910% +$378K 0.01% 915
2021
Q4
$76K Sell
1,082
-474
-30% -$33.3K ﹤0.01% 1359
2021
Q3
$113K Sell
1,556
-4,270
-73% -$310K ﹤0.01% 1198
2021
Q2
$466K Sell
5,826
-171
-3% -$13.7K 0.01% 566
2021
Q1
$505K Sell
5,997
-873
-13% -$73.5K 0.01% 514
2020
Q4
$604K Buy
6,870
+959
+16% +$84.3K 0.02% 452
2020
Q3
$456K Buy
5,911
+3,345
+130% +$258K 0.03% 451
2020
Q2
$153K Sell
2,566
-584
-19% -$34.8K 0.01% 764
2020
Q1
$133K Buy
3,150
+2,865
+1,005% +$121K 0.01% 721
2019
Q4
$10K Hold
285
﹤0.01% 1915
2019
Q3
$8K Buy
+285
New +$8K ﹤0.01% 2165
2019
Q1
$141K Sell
4,700
-640
-12% -$19.2K 0.02% 575
2018
Q4
$116K Sell
5,340
-1,083
-17% -$23.5K 0.01% 1110
2018
Q3
$168K Buy
6,423
+2,318
+56% +$60.6K 0.01% 1169
2018
Q2
$160K Sell
4,105
-24,933
-86% -$972K 0.01% 1190
2018
Q1
$1.2M Hold
29,038
0.05% 345
2017
Q4
$1.2M Buy
29,038
+20,581
+243% +$853K 0.05% 345
2017
Q3
$323K Buy
8,457
+3,558
+73% +$136K 0.01% 888
2017
Q2
$192K Buy
4,899
+4,184
+585% +$164K 0.01% 1144
2017
Q1
$22K Sell
715
-200
-22% -$6.15K ﹤0.01% 2414
2016
Q4
$23K Sell
915
-900
-50% -$22.6K ﹤0.01% 2335
2016
Q3
$47K Buy
1,815
+1,315
+263% +$34.1K ﹤0.01% 1844
2016
Q2
$11K Sell
500
-4,200
-89% -$92.4K ﹤0.01% 2677
2016
Q1
$141K Buy
4,700
+4,126
+719% +$124K 0.02% 575
2015
Q4
$19K Buy
+574
New +$19K ﹤0.01% 2174