Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.5K Buy
1,058
+917
+650% +$51.6K ﹤0.01% 1963
2025
Q1
$6.59K Sell
141
-28
-17% -$1.31K ﹤0.01% 2727
2024
Q4
$8.68K Buy
169
+36
+27% +$1.85K ﹤0.01% 2577
2024
Q3
$5.91K Sell
133
-1,532
-92% -$68K ﹤0.01% 2611
2024
Q2
$67K Buy
1,665
+148
+10% +$5.95K ﹤0.01% 1545
2024
Q1
$60.8K Buy
1,517
+383
+34% +$15.3K ﹤0.01% 1501
2023
Q4
$42.7K Buy
1,134
+1,087
+2,313% +$40.9K ﹤0.01% 1602
2023
Q3
$1.31K Sell
47
-23
-33% -$640 ﹤0.01% 2940
2023
Q2
$2.12K Sell
70
-69
-50% -$2.09K ﹤0.01% 2860
2023
Q1
$7.62K Sell
139
-2,938
-95% -$161K ﹤0.01% 2403
2022
Q4
$170K Sell
3,077
-601
-16% -$33.2K ﹤0.01% 1436
2022
Q3
$201K Sell
3,678
-115
-3% -$6.29K 0.01% 1403
2022
Q2
$207K Hold
3,793
0.01% 1267
2022
Q1
$207K Buy
3,793
+2,254
+146% +$123K 0.01% 1267
2021
Q4
$73K Buy
1,539
+11
+0.7% +$522 ﹤0.01% 1385
2021
Q3
$67K Sell
1,528
-207
-12% -$9.08K ﹤0.01% 1421
2021
Q2
$76K Buy
1,735
+11
+0.6% +$482 ﹤0.01% 1355
2021
Q1
$79K Buy
1,724
+233
+16% +$10.7K ﹤0.01% 1269
2020
Q4
$49K Buy
1,491
+22
+1% +$723 ﹤0.01% 1458
2020
Q3
$31K Buy
1,469
+70
+5% +$1.48K ﹤0.01% 1464
2020
Q2
$28K Sell
1,399
-116
-8% -$2.32K ﹤0.01% 1451
2020
Q1
$29K Buy
1,515
+36
+2% +$689 ﹤0.01% 1347
2019
Q4
$58K Sell
1,479
-2,223
-60% -$87.2K ﹤0.01% 1196
2019
Q3
$133K Buy
+3,702
New +$133K 0.01% 919
2019
Q1
$10K Sell
274
-6,730
-96% -$246K ﹤0.01% 1615
2018
Q4
$224K Sell
7,004
-10,028
-59% -$321K 0.01% 816
2018
Q3
$780K Sell
17,032
-271
-2% -$12.4K 0.03% 511
2018
Q2
$914K Buy
17,303
+223
+1% +$11.8K 0.04% 442
2018
Q1
$819K Hold
17,080
0.04% 456
2017
Q4
$819K Buy
17,080
+2,359
+16% +$113K 0.04% 456
2017
Q3
$678K Sell
14,721
-228
-2% -$10.5K 0.03% 572
2017
Q2
$661K Buy
14,949
+4,749
+47% +$210K 0.03% 563
2017
Q1
$418K Sell
10,200
-286
-3% -$11.7K 0.02% 759
2016
Q4
$431K Buy
10,486
+2,188
+26% +$89.9K 0.02% 682
2016
Q3
$270K Buy
8,298
+15
+0.2% +$488 0.01% 856
2016
Q2
$240K Buy
8,283
+8,009
+2,923% +$232K 0.01% 886
2016
Q1
$10K Sell
274
-9,601
-97% -$350K ﹤0.01% 1615
2015
Q4
$320K Buy
+9,875
New +$320K 0.02% 631