Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.9K Buy
1,027
+615
+149% +$25.7K ﹤0.01% 1840
2025
Q1
$17.4K Sell
412
-96
-19% -$4.05K ﹤0.01% 2106
2024
Q4
$24.7K Buy
+508
New +$24.7K ﹤0.01% 1995
2022
Q2
Sell
-1,747
Closed -$230K 877
2022
Q1
$230K Buy
+1,747
New +$230K ﹤0.01% 753
2020
Q1
Sell
-2,018
Closed -$201K 521
2019
Q4
$201K Buy
+2,018
New +$201K 0.01% 529
2019
Q3
Sell
-2,846
Closed -$236K 510
2019
Q2
$236K Sell
2,846
-92
-3% -$7.63K 0.01% 447
2019
Q1
$226K Sell
2,938
-839
-22% -$64.5K 0.01% 391
2018
Q4
$242K Sell
3,777
-758
-17% -$48.6K 0.01% 368
2018
Q3
$343K Sell
4,535
-85
-2% -$6.43K 0.02% 332
2018
Q2
$357K Buy
4,620
+294
+7% +$22.7K 0.02% 328
2018
Q1
$287K Buy
4,326
+1,437
+50% +$95.3K 0.02% 357
2017
Q4
$237K Buy
2,889
+40
+1% +$3.28K 0.01% 400
2017
Q3
$221K Buy
+2,849
New +$221K 0.01% 400
2017
Q2
Sell
-3,989
Closed -$241K 453
2017
Q1
$241K Buy
+3,989
New +$241K 0.02% 380
2016
Q4
Sell
-4,986
Closed -$209K 445
2016
Q3
$209K Buy
+4,986
New +$209K 0.02% 401
2015
Q3
Sell
-5,367
Closed -$245K 450
2015
Q2
$245K Sell
5,367
-256
-5% -$11.7K 0.02% 411
2015
Q1
$279K Sell
5,623
-10,977
-66% -$545K 0.02% 393
2014
Q4
$821K Buy
16,600
+4,085
+33% +$202K 0.06% 224
2014
Q3
$621K Buy
12,515
+116
+0.9% +$5.76K 0.06% 222
2014
Q2
$766K Buy
12,399
+1,864
+18% +$115K 0.07% 177
2014
Q1
$699K Sell
10,535
-804
-7% -$53.3K 0.07% 180
2013
Q4
$742K Buy
11,339
+163
+1% +$10.7K 0.08% 167
2013
Q3
$695K Sell
11,176
-84
-0.7% -$5.22K 0.09% 149
2013
Q2
$596K Buy
+11,260
New +$596K 0.08% 153