Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
728
-196
-21% -$56.2K 0.01% 1253
2025
Q1
$168K Buy
924
+589
+176% +$107K 0.01% 1257
2024
Q4
$63.5K Sell
335
-3,275
-91% -$621K ﹤0.01% 1706
2024
Q3
$656K Sell
3,610
-31
-0.9% -$5.64K 0.02% 595
2024
Q2
$575K Buy
3,641
+3,329
+1,067% +$526K 0.02% 615
2024
Q1
$45.5K Buy
312
+140
+81% +$20.4K ﹤0.01% 1628
2023
Q4
$21.9K Sell
172
-26
-13% -$3.31K ﹤0.01% 1871
2023
Q3
$21.1K Buy
198
+101
+104% +$10.8K ﹤0.01% 1922
2023
Q2
$10.7K Sell
97
-4
-4% -$440 ﹤0.01% 2280
2023
Q1
$10.1K Sell
101
-560
-85% -$56.1K ﹤0.01% 2281
2022
Q4
$130K Buy
661
+9
+1% +$1.77K ﹤0.01% 1598
2022
Q3
$129K Buy
652
+50
+8% +$9.89K ﹤0.01% 1688
2022
Q2
$121K Hold
602
﹤0.01% 1570
2022
Q1
$121K Buy
602
+515
+592% +$104K ﹤0.01% 1570
2021
Q4
$24K Buy
87
+4
+5% +$1.1K ﹤0.01% 1843
2021
Q3
$23K Sell
83
-249
-75% -$69K ﹤0.01% 1875
2021
Q2
$25K Buy
332
+233
+235% +$17.5K ﹤0.01% 1836
2021
Q1
$5K Sell
99
-23
-19% -$1.16K ﹤0.01% 2419
2020
Q4
$7K Sell
122
-25
-17% -$1.43K ﹤0.01% 2206
2020
Q3
$8K Hold
147
﹤0.01% 1995
2020
Q2
$6K Sell
147
-64
-30% -$2.61K ﹤0.01% 2019
2020
Q1
$10K Sell
211
-15
-7% -$711 ﹤0.01% 1780
2019
Q4
$12K Sell
226
-439
-66% -$23.3K ﹤0.01% 1854
2019
Q3
$37K Buy
+665
New +$37K ﹤0.01% 1501
2019
Q1
$18K Buy
377
+277
+277% +$13.2K ﹤0.01% 1395
2018
Q4
$7K Sell
100
-314
-76% -$22K ﹤0.01% 2665
2018
Q3
$43K Sell
414
-50
-11% -$5.19K ﹤0.01% 1965
2018
Q2
$46K Sell
464
-1,120
-71% -$111K ﹤0.01% 1953
2018
Q1
$129K Hold
1,584
0.01% 1233
2017
Q4
$129K Sell
1,584
-204
-11% -$16.6K 0.01% 1231
2017
Q3
$135K Sell
1,788
-125
-7% -$9.44K 0.01% 1372
2017
Q2
$175K Buy
1,913
+252
+15% +$23.1K 0.01% 1203
2017
Q1
$130K Sell
1,661
-622
-27% -$48.7K 0.01% 1343
2016
Q4
$190K Sell
2,283
-186
-8% -$15.5K 0.01% 1084
2016
Q3
$202K Sell
2,469
-141
-5% -$11.5K 0.01% 1001
2016
Q2
$183K Buy
2,610
+2,233
+592% +$157K 0.01% 1014
2016
Q1
$18K Sell
377
-1,381
-79% -$65.9K ﹤0.01% 1395
2015
Q4
$125K Buy
+1,758
New +$125K 0.01% 1045