Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.8K Sell
1,461
-448
-23% -$16.5K ﹤0.01% 2007
2025
Q1
$46.3K Buy
1,909
+144
+8% +$3.49K ﹤0.01% 1930
2024
Q4
$59.7K Sell
1,765
-474
-21% -$16K ﹤0.01% 1741
2024
Q3
$107K Sell
2,239
-126
-5% -$6.05K ﹤0.01% 1369
2024
Q2
$111K Buy
2,365
+414
+21% +$19.5K ﹤0.01% 1319
2024
Q1
$115K Sell
1,951
-209
-10% -$12.3K 0.01% 1231
2023
Q4
$117K Sell
2,160
-646
-23% -$34.8K 0.01% 1182
2023
Q3
$140K Sell
2,806
-320
-10% -$16K 0.01% 1123
2023
Q2
$161K Buy
3,126
+489
+19% +$25.1K 0.01% 1128
2023
Q1
$85K Sell
2,637
-1,673
-39% -$53.9K ﹤0.01% 1334
2022
Q4
$150K Sell
4,310
-551
-11% -$19.2K ﹤0.01% 1507
2022
Q3
$169K Buy
4,861
+1,377
+40% +$47.9K ﹤0.01% 1517
2022
Q2
$125K Hold
3,484
﹤0.01% 1546
2022
Q1
$125K Buy
3,484
+2,044
+142% +$73.3K ﹤0.01% 1546
2021
Q4
$83K Sell
1,440
-78
-5% -$4.5K ﹤0.01% 1323
2021
Q3
$72K Sell
1,518
-44
-3% -$2.09K ﹤0.01% 1392
2021
Q2
$72K Buy
1,562
+1,049
+204% +$48.4K ﹤0.01% 1376
2021
Q1
$20K Hold
513
﹤0.01% 1849
2020
Q4
$13K Sell
513
-246
-32% -$6.23K ﹤0.01% 1954
2020
Q3
$9K Buy
759
+4
+0.5% +$47 ﹤0.01% 1937
2020
Q2
$8K Sell
755
-444
-37% -$4.71K ﹤0.01% 1896
2020
Q1
$14K Buy
1,199
+241
+25% +$2.81K ﹤0.01% 1630
2019
Q4
$17K Sell
958
-1,398
-59% -$24.8K ﹤0.01% 1695
2019
Q3
$45K Buy
+2,356
New +$45K ﹤0.01% 1415
2019
Q1
$499K Buy
21,761
+20,828
+2,232% +$478K 0.07% 292
2018
Q4
$18K Sell
933
-27
-3% -$521 ﹤0.01% 2166
2018
Q3
$25K Sell
960
-369
-28% -$9.61K ﹤0.01% 2312
2018
Q2
$38K Sell
1,329
-1,025
-44% -$29.3K ﹤0.01% 2063
2018
Q1
$84K Hold
2,354
﹤0.01% 1489
2017
Q4
$84K Sell
2,354
-1,418
-38% -$50.6K ﹤0.01% 1487
2017
Q3
$129K Sell
3,772
-868
-19% -$29.7K 0.01% 1395
2017
Q2
$140K Sell
4,640
-20
-0.4% -$603 0.01% 1327
2017
Q1
$153K Sell
4,660
-899
-16% -$29.5K 0.01% 1252
2016
Q4
$142K Buy
5,559
+674
+14% +$17.2K 0.01% 1226
2016
Q3
$100K Sell
4,885
-354
-7% -$7.25K 0.01% 1355
2016
Q2
$130K Sell
5,239
-16,522
-76% -$410K 0.01% 1193
2016
Q1
$499K Buy
21,761
+16,424
+308% +$377K 0.07% 292
2015
Q4
$92K Buy
+5,337
New +$92K 0.01% 1222