Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.86K Buy
746
+50
+7% +$259 ﹤0.01% 3556
2025
Q1
$3.67K Buy
696
+100
+17% +$527 ﹤0.01% 2952
2024
Q4
$2.64K Hold
596
﹤0.01% 2997
2024
Q3
$2.6K Sell
596
-5,328
-90% -$23.3K ﹤0.01% 2851
2024
Q2
$22.4K Buy
5,924
+3,500
+144% +$13.2K ﹤0.01% 2030
2024
Q1
$8.58K Sell
2,424
-1,220
-33% -$4.32K ﹤0.01% 2290
2023
Q4
$12.5K Sell
3,644
-2,378
-39% -$8.13K ﹤0.01% 2109
2023
Q3
$22.5K Sell
6,022
-950
-14% -$3.55K ﹤0.01% 1882
2023
Q2
$29K Sell
6,972
-114,808
-94% -$478K ﹤0.01% 1844
2023
Q1
$712K Sell
121,780
-14,040
-10% -$82.1K 0.03% 482
2022
Q4
$820K Sell
135,820
-31,045
-19% -$187K 0.02% 692
2022
Q3
$1.01M Buy
166,865
+11,792
+8% +$71.2K 0.03% 637
2022
Q2
$936K Hold
155,073
0.03% 605
2022
Q1
$936K Buy
155,073
+150,523
+3,308% +$909K 0.03% 605
2021
Q4
$33K Hold
4,550
﹤0.01% 1698
2021
Q3
$29K Sell
4,550
-698
-13% -$4.45K ﹤0.01% 1769
2021
Q2
$28K Buy
5,248
+1
+0% +$5 ﹤0.01% 1782
2021
Q1
$20K Sell
5,247
-578
-10% -$2.2K ﹤0.01% 1848
2020
Q4
$22K Buy
5,825
+3
+0.1% +$11 ﹤0.01% 1760
2020
Q3
$22K Sell
5,822
-163
-3% -$616 ﹤0.01% 1610
2020
Q2
$27K Hold
5,985
﹤0.01% 1460
2020
Q1
$19K Hold
5,985
﹤0.01% 1500
2019
Q4
$22K Sell
5,985
-39,662
-87% -$146K ﹤0.01% 1585
2019
Q3
$232K Buy
+45,647
New +$232K 0.02% 719
2019
Q1
$14K Sell
2,203
-4,652
-68% -$29.6K ﹤0.01% 1472
2018
Q4
$40K Sell
6,855
-5,284
-44% -$30.8K ﹤0.01% 1721
2018
Q3
$68K Buy
12,139
+4,417
+57% +$24.7K ﹤0.01% 1709
2018
Q2
$44K Buy
7,722
+591
+8% +$3.37K ﹤0.01% 1981
2018
Q1
$33K Hold
7,131
﹤0.01% 2055
2017
Q4
$33K Sell
7,131
-10,116
-59% -$46.8K ﹤0.01% 2050
2017
Q3
$103K Sell
17,247
-11,851
-41% -$70.8K ﹤0.01% 1531
2017
Q2
$179K Buy
29,098
+12,122
+71% +$74.6K 0.01% 1186
2017
Q1
$92K Buy
16,976
+767
+5% +$4.16K ﹤0.01% 1529
2016
Q4
$78K Buy
16,209
+1,176
+8% +$5.66K ﹤0.01% 1602
2016
Q3
$87K Buy
15,033
+475
+3% +$2.75K ﹤0.01% 1454
2016
Q2
$83K Buy
14,558
+12,355
+561% +$70.4K ﹤0.01% 1442
2016
Q1
$14K Sell
2,203
-936
-30% -$5.95K ﹤0.01% 1472
2015
Q4
$22K Buy
+3,139
New +$22K ﹤0.01% 2098