Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98K Buy
1,069
+846
+379% +$77.5K ﹤0.01% 1652
2025
Q1
$20.5K Sell
223
-1
-0.4% -$92 ﹤0.01% 2279
2024
Q4
$19K Buy
224
+30
+15% +$2.54K ﹤0.01% 2272
2024
Q3
$15.3K Buy
194
+15
+8% +$1.19K ﹤0.01% 2258
2024
Q2
$13.4K Buy
179
+36
+25% +$2.69K ﹤0.01% 2240
2024
Q1
$11.2K Buy
143
+17
+13% +$1.33K ﹤0.01% 2191
2023
Q4
$8.77K Buy
126
+37
+42% +$2.58K ﹤0.01% 2239
2023
Q3
$5.64K Sell
89
-175
-66% -$11.1K ﹤0.01% 2464
2023
Q2
$15.7K Buy
264
+42
+19% +$2.49K ﹤0.01% 2124
2023
Q1
$9.41K Sell
222
-208
-48% -$8.82K ﹤0.01% 2318
2022
Q4
$19K Sell
430
-2,121
-83% -$93.7K ﹤0.01% 2926
2022
Q3
$108K Hold
2,551
﹤0.01% 1804
2022
Q2
$109K Hold
2,551
﹤0.01% 1633
2022
Q1
$109K Buy
2,551
+2,175
+578% +$92.9K ﹤0.01% 1633
2021
Q4
$23K Buy
376
+161
+75% +$9.85K ﹤0.01% 1851
2021
Q3
$13K Buy
215
+9
+4% +$544 ﹤0.01% 2118
2021
Q2
$12K Buy
206
+185
+881% +$10.8K ﹤0.01% 2135
2021
Q1
$2K Sell
21
-12
-36% -$1.14K ﹤0.01% 2653
2020
Q4
$1K Sell
33
-860
-96% -$26.1K ﹤0.01% 2749
2020
Q3
$29K Buy
893
+43
+5% +$1.4K ﹤0.01% 1490
2020
Q2
$26K Sell
850
-17,814
-95% -$545K ﹤0.01% 1472
2020
Q1
$647K Buy
18,664
+17,337
+1,306% +$601K 0.07% 295
2019
Q4
$69K Sell
1,327
-1,788
-57% -$93K 0.01% 1112
2019
Q3
$160K Buy
+3,115
New +$160K 0.01% 845
2019
Q1
$14K Sell
300
-858
-74% -$40K ﹤0.01% 1468
2018
Q4
$52K Sell
1,158
-2,612
-69% -$117K ﹤0.01% 1583
2018
Q3
$189K Buy
3,770
+236
+7% +$11.8K 0.01% 1109
2018
Q2
$171K Buy
3,534
+274
+8% +$13.3K 0.01% 1146
2018
Q1
$163K Hold
3,260
0.01% 1085
2017
Q4
$163K Buy
3,260
+40
+1% +$2K 0.01% 1085
2017
Q3
$154K Buy
3,220
+210
+7% +$10K 0.01% 1296
2017
Q2
$141K Sell
3,010
-1,810
-38% -$84.8K 0.01% 1322
2017
Q1
$225K Buy
4,820
+9
+0.2% +$420 0.01% 1051
2016
Q4
$225K Sell
4,811
-314
-6% -$14.7K 0.01% 989
2016
Q3
$211K Hold
5,125
0.01% 978
2016
Q2
$211K Buy
5,125
+4,825
+1,608% +$199K 0.01% 942
2016
Q1
$14K Sell
300
-1,321
-81% -$61.6K ﹤0.01% 1468
2015
Q4
$62K Buy
+1,621
New +$62K ﹤0.01% 1463