Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.4K Sell
398
-135
-25% -$3.88K ﹤0.01% 2835
2025
Q1
$6.69K Sell
533
-31
-5% -$389 ﹤0.01% 2720
2024
Q4
$10.8K Sell
564
-71
-11% -$1.36K ﹤0.01% 2503
2024
Q3
$9.98K Sell
635
-10,790
-94% -$170K ﹤0.01% 2428
2024
Q2
$219K Buy
11,425
+750
+7% +$14.4K 0.01% 1003
2024
Q1
$213K Buy
10,675
+2,556
+31% +$51.1K 0.01% 969
2023
Q4
$163K Buy
8,119
+6,980
+613% +$140K 0.01% 1044
2023
Q3
$13.2K Sell
1,139
-63
-5% -$731 ﹤0.01% 2145
2023
Q2
$19.3K Buy
1,202
+529
+79% +$8.49K ﹤0.01% 2021
2023
Q1
$25K Sell
673
-3,827
-85% -$142K ﹤0.01% 1921
2022
Q4
$166K Sell
4,500
-2,953
-40% -$109K ﹤0.01% 1448
2022
Q3
$288K Buy
7,453
+147
+2% +$5.68K 0.01% 1217
2022
Q2
$283K Hold
7,306
0.01% 1108
2022
Q1
$283K Buy
7,306
+4,228
+137% +$164K 0.01% 1108
2021
Q4
$81K Sell
3,078
-26
-0.8% -$684 ﹤0.01% 1333
2021
Q3
$72K Buy
3,104
+1,500
+94% +$34.8K ﹤0.01% 1391
2021
Q2
$29K Buy
1,604
+1,000
+166% +$18.1K ﹤0.01% 1768
2021
Q1
$9K Hold
604
﹤0.01% 2164
2020
Q4
$6K Sell
604
-158
-21% -$1.57K ﹤0.01% 2248
2020
Q3
$5K Buy
762
+532
+231% +$3.49K ﹤0.01% 2164
2020
Q2
$2K Sell
230
-695
-75% -$6.04K ﹤0.01% 2380
2020
Q1
$4K Sell
925
-2,503
-73% -$10.8K ﹤0.01% 2133
2019
Q4
$56K Sell
3,428
-2,422
-41% -$39.6K ﹤0.01% 1204
2019
Q3
$87K Buy
+5,850
New +$87K 0.01% 1131
2019
Q1
$180K Sell
7,503
-4,271
-36% -$102K 0.02% 500
2018
Q4
$353K Sell
11,774
-16,404
-58% -$492K 0.02% 654
2018
Q3
$979K Sell
28,178
-915
-3% -$31.8K 0.04% 436
2018
Q2
$1.09M Buy
29,093
+26,808
+1,173% +$1M 0.05% 397
2018
Q1
$58K Hold
2,285
﹤0.01% 1731
2017
Q4
$58K Sell
2,285
-5,696
-71% -$145K ﹤0.01% 1728
2017
Q3
$174K Buy
7,981
+3,083
+63% +$67.2K 0.01% 1220
2017
Q2
$114K Sell
4,898
-1,715
-26% -$39.9K ﹤0.01% 1453
2017
Q1
$196K Sell
6,613
-170
-3% -$5.04K 0.01% 1122
2016
Q4
$243K Sell
6,783
-403
-6% -$14.4K 0.01% 955
2016
Q3
$266K Sell
7,186
-726
-9% -$26.9K 0.01% 865
2016
Q2
$266K Buy
7,912
+409
+5% +$13.8K 0.01% 835
2016
Q1
$180K Buy
7,503
+1,083
+17% +$26K 0.02% 500
2015
Q4
$225K Buy
+6,420
New +$225K 0.02% 782