Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.7K Sell
174
-2,096
-92% -$357K ﹤0.01% 2325
2025
Q1
$265K Buy
2,270
+432
+24% +$50.4K 0.01% 1043
2024
Q4
$250K Buy
1,838
+1,823
+12,153% +$248K 0.01% 1029
2024
Q3
$1.85K Buy
+15
New +$1.85K ﹤0.01% 2928
2023
Q4
Sell
-14
Closed -$1.01K 3232
2023
Q3
$1.01K Buy
+14
New +$1.01K ﹤0.01% 2997
2022
Q4
Sell
-220
Closed -$11K 4746
2022
Q3
$11K Hold
220
﹤0.01% 3591
2022
Q2
$11K Hold
220
﹤0.01% 3340
2022
Q1
$11K Hold
220
﹤0.01% 3340
2021
Q4
$20K Hold
220
﹤0.01% 1910
2021
Q3
$19K Buy
+220
New +$19K ﹤0.01% 1957
2021
Q2
Hold
0
3881
2021
Q1
Sell
-61
Closed -$4K 3790
2020
Q4
$4K Buy
61
+18
+42% +$1.18K ﹤0.01% 2404
2020
Q3
$1K Hold
43
﹤0.01% 2645
2020
Q2
$1K Sell
43
-215
-83% -$5K ﹤0.01% 2539
2020
Q1
$8K Buy
258
+26
+11% +$806 ﹤0.01% 1865
2019
Q4
$14K Buy
232
+14
+6% +$845 ﹤0.01% 1773
2019
Q3
$14K Buy
+218
New +$14K ﹤0.01% 1916
2019
Q1
$29K Sell
563
-426
-43% -$21.9K ﹤0.01% 1184
2018
Q4
$40K Buy
989
+575
+139% +$23.3K ﹤0.01% 1720
2018
Q3
$18K Sell
414
-605
-59% -$26.3K ﹤0.01% 2483
2018
Q2
$52K Buy
1,019
+489
+92% +$25K ﹤0.01% 1865
2018
Q1
$26K Hold
530
﹤0.01% 2218
2017
Q4
$26K Sell
530
-150
-22% -$7.36K ﹤0.01% 2214
2017
Q3
$32K Sell
680
-365
-35% -$17.2K ﹤0.01% 2273
2017
Q2
$47K Sell
1,045
-1,469
-58% -$66.1K ﹤0.01% 1993
2017
Q1
$101K Buy
2,514
+1,725
+219% +$69.3K ﹤0.01% 1480
2016
Q4
$30K Buy
789
+264
+50% +$10K ﹤0.01% 2187
2016
Q3
$16K Buy
525
+425
+425% +$13K ﹤0.01% 2526
2016
Q2
$2K Sell
100
-463
-82% -$9.26K ﹤0.01% 3468
2016
Q1
$29K Buy
563
+447
+385% +$23K ﹤0.01% 1184
2015
Q4
$2K Buy
+116
New +$2K ﹤0.01% 3330