Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Buy
294
+48
+20% +$2.77K ﹤0.01% 2634
2025
Q1
$10.4K Sell
246
-17
-6% -$720 ﹤0.01% 2567
2024
Q4
$11.5K Buy
263
+19
+8% +$828 ﹤0.01% 2475
2024
Q3
$11K Sell
244
-1
-0.4% -$45 ﹤0.01% 2383
2024
Q2
$11.4K Buy
245
+167
+214% +$7.78K ﹤0.01% 2297
2024
Q1
$4.51K Hold
78
﹤0.01% 2484
2023
Q4
$4.14K Sell
78
-72
-48% -$3.82K ﹤0.01% 2489
2023
Q3
$5.83K Sell
150
-15,333
-99% -$596K ﹤0.01% 2453
2023
Q2
$685K Buy
15,483
+15,478
+309,560% +$685K 0.03% 545
2023
Q1
$236 Sell
5
-1,478
-100% -$69.8K ﹤0.01% 3260
2022
Q4
$70K Sell
1,483
-565
-28% -$26.7K ﹤0.01% 2001
2022
Q3
$98K Buy
2,048
+235
+13% +$11.2K ﹤0.01% 1872
2022
Q2
$88K Hold
1,813
﹤0.01% 1776
2022
Q1
$88K Buy
1,813
+1,803
+18,030% +$87.5K ﹤0.01% 1776
2021
Q4
$1K Buy
+10
New +$1K ﹤0.01% 3059
2021
Q3
Hold
0
4352
2021
Q2
Hold
0
4131
2021
Q1
Hold
0
4025
2020
Q4
Hold
0
3848
2020
Q3
Hold
0
3711
2020
Q2
Sell
-188
Closed -$4K 3541
2020
Q1
$4K Sell
188
-352
-65% -$7.49K ﹤0.01% 2143
2019
Q4
$19K Hold
540
﹤0.01% 1637
2019
Q3
$14K Buy
+540
New +$14K ﹤0.01% 1921
2019
Q1
Sell
-3,065
Closed -$88K 3204
2018
Q4
$88K Buy
3,065
+175
+6% +$5.02K 0.01% 1261
2018
Q3
$111K Sell
2,890
-290
-9% -$11.1K ﹤0.01% 1405
2018
Q2
$145K Sell
3,180
-2,530
-44% -$115K 0.01% 1254
2018
Q1
$238K Hold
5,710
0.01% 913
2017
Q4
$238K Buy
5,710
+922
+19% +$38.4K 0.01% 912
2017
Q3
$202K Sell
4,788
-817
-15% -$34.5K 0.01% 1132
2017
Q2
$241K Sell
5,605
-178
-3% -$7.65K 0.01% 1016
2017
Q1
$192K Sell
5,783
-125
-2% -$4.15K 0.01% 1131
2016
Q4
$197K Sell
5,908
-145
-2% -$4.84K 0.01% 1061
2016
Q3
$182K Sell
6,053
-12
-0.2% -$361 0.01% 1042
2016
Q2
$169K Buy
+6,065
New +$169K 0.01% 1061
2016
Q1
Sell
-7,075
Closed -$245K 3236
2015
Q4
$245K Buy
+7,075
New +$245K 0.02% 750