Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.7K Sell
1,351
-3,999
-75% -$64.2K ﹤0.01% 2507
2025
Q1
$76.7K Sell
5,350
-444
-8% -$6.37K ﹤0.01% 1680
2024
Q4
$78.6K Sell
5,794
-6,659
-53% -$90.3K ﹤0.01% 1592
2024
Q3
$209K Sell
12,453
-299
-2% -$5.02K 0.01% 1062
2024
Q2
$193K Buy
12,752
+10,872
+578% +$165K 0.01% 1062
2024
Q1
$30.1K Sell
1,880
-4,863
-72% -$77.9K ﹤0.01% 1790
2023
Q4
$120K Sell
6,743
-8,202
-55% -$146K 0.01% 1170
2023
Q3
$244K Buy
14,945
+350
+2% +$5.72K 0.01% 875
2023
Q2
$284K Buy
14,595
+266
+2% +$5.18K 0.01% 856
2023
Q1
$504K Hold
14,329
0.02% 611
2022
Q4
$503K Sell
14,329
-869
-6% -$30.5K 0.01% 897
2022
Q3
$543K Buy
15,198
+14,142
+1,339% +$505K 0.01% 892
2022
Q2
$47K Hold
1,056
﹤0.01% 2212
2022
Q1
$47K Buy
1,056
+236
+29% +$10.5K ﹤0.01% 2212
2021
Q4
$19K Hold
820
﹤0.01% 1945
2021
Q3
$17K Hold
820
﹤0.01% 2014
2021
Q2
$18K Sell
820
-13,449
-94% -$295K ﹤0.01% 1982
2021
Q1
$286K Sell
14,269
-317
-2% -$6.35K 0.01% 693
2020
Q4
$289K Buy
14,586
+808
+6% +$16K 0.01% 672
2020
Q3
$244K Buy
13,778
+1,115
+9% +$19.7K 0.01% 636
2020
Q2
$207K Buy
12,663
+2,025
+19% +$33.1K 0.02% 655
2020
Q1
$166K Buy
10,638
+3,230
+44% +$50.4K 0.02% 632
2019
Q4
$144K Buy
7,408
+1,500
+25% +$29.2K 0.01% 775
2019
Q3
$105K Buy
+5,908
New +$105K 0.01% 1036
2019
Q1
Sell
-1,022
Closed -$17K 3349
2018
Q4
$17K Sell
1,022
-634
-38% -$10.5K ﹤0.01% 2192
2018
Q3
$31K Sell
1,656
-594
-26% -$11.1K ﹤0.01% 2172
2018
Q2
$40K Hold
2,250
﹤0.01% 2036
2018
Q1
$43K Hold
2,250
﹤0.01% 1912
2017
Q4
$43K Sell
2,250
-24
-1% -$459 ﹤0.01% 1908
2017
Q3
$41K Sell
2,274
-1,338
-37% -$24.1K ﹤0.01% 2101
2017
Q2
$62K Buy
3,612
+1,738
+93% +$29.8K ﹤0.01% 1806
2017
Q1
$30K Sell
1,874
-96
-5% -$1.54K ﹤0.01% 2221
2016
Q4
$31K Buy
1,970
+84
+4% +$1.32K ﹤0.01% 2164
2016
Q3
$31K Sell
1,886
-20
-1% -$329 ﹤0.01% 2125
2016
Q2
$31K Buy
+1,906
New +$31K ﹤0.01% 2056
2016
Q1
Sell
-800
Closed -$11K 3386
2015
Q4
$11K Buy
+800
New +$11K ﹤0.01% 2526