Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
2,214
﹤0.01% 5734
2025
Q1
$901 Hold
2,214
﹤0.01% 5763
2024
Q4
$1.47K Hold
2,214
﹤0.01% 5628
2024
Q3
$1.88K Hold
2,214
﹤0.01% 5567
2024
Q2
$1.48K Sell
2,214
-120,357
-98% -$80.3K ﹤0.01% 5544
2024
Q1
$159K Buy
122,571
+122,121
+27,138% +$159K ﹤0.01% 4541
2023
Q4
$258 Hold
450
﹤0.01% 5984
2023
Q3
$339 Hold
450
﹤0.01% 5814
2023
Q2
$329 Sell
450
-98,501
-100% -$72K ﹤0.01% 5676
2023
Q1
$75K Buy
98,951
+28,403
+40% +$21.5K ﹤0.01% 4762
2022
Q4
$67K Buy
70,548
+2,135
+3% +$2.03K ﹤0.01% 4634
2022
Q3
$149K Buy
68,413
+1,366
+2% +$2.98K ﹤0.01% 4291
2022
Q2
$235K Buy
67,047
+8,844
+15% +$31K ﹤0.01% 4244
2022
Q1
$293K Buy
58,203
+10,851
+23% +$54.6K ﹤0.01% 4250
2021
Q4
$297K Buy
47,352
+2,043
+5% +$12.8K ﹤0.01% 4341
2021
Q3
$360K Sell
45,309
-1,363
-3% -$10.8K ﹤0.01% 4126
2021
Q2
$350K Buy
46,672
+26,348
+130% +$198K ﹤0.01% 4197
2021
Q1
$123K Sell
20,324
-3,204
-14% -$19.4K ﹤0.01% 4601
2020
Q4
$133K Buy
23,528
+3,996
+20% +$22.6K ﹤0.01% 4250
2020
Q3
$133K Sell
19,532
-17,546
-47% -$119K ﹤0.01% 3935
2020
Q2
$329K Buy
+37,078
New +$329K ﹤0.01% 3472
2018
Q1
Sell
-2,170
Closed -$14K 4799
2017
Q4
$14K Buy
+2,170
New +$14K ﹤0.01% 4452
2015
Q1
Sell
-98,527
Closed -$2.43M 3522
2014
Q4
$2.43M Sell
98,527
-108,347
-52% -$2.67M ﹤0.01% 2411
2014
Q3
$5.62M Sell
206,874
-14,760
-7% -$401K ﹤0.01% 1964
2014
Q2
$6.95M Sell
221,634
-5,492
-2% -$172K ﹤0.01% 1884
2014
Q1
$15.3M Buy
227,126
+225,387
+12,961% +$15.1M ﹤0.01% 1464
2013
Q4
$80K Buy
+1,739
New +$80K ﹤0.01% 3555