Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.9K Buy
10,914
+355
+3% +$1.2K ﹤0.01% 332
2025
Q1
$31.1K Buy
10,559
+461
+5% +$1.36K ﹤0.01% 283
2024
Q4
$26.3K Sell
10,098
-593,126
-98% -$1.54M ﹤0.01% 214
2024
Q3
$6.29M Sell
603,224
-4,157
-0.7% -$43.4K 0.5% 67
2024
Q2
$7.52M Buy
607,381
+19,988
+3% +$248K 0.65% 44
2024
Q1
$7.7M Buy
587,393
+7,692
+1% +$101K 0.68% 41
2023
Q4
$6.97M Buy
579,701
+23,133
+4% +$278K 0.67% 48
2023
Q3
$6.82M Buy
556,568
+16,571
+3% +$203K 0.72% 42
2023
Q2
$8.17M Buy
539,997
+22,528
+4% +$341K 0.85% 31
2023
Q1
$6.52M Buy
517,469
+48,316
+10% +$609K 0.77% 37
2022
Q4
$5.46M Buy
469,153
+61,337
+15% +$713K 0.68% 55
2022
Q3
$4.57M Buy
407,816
+407,812
+10,195,300% +$4.57M 0.57% 55
2022
Q2
$0 Hold
4
﹤0.01% 415
2022
Q1
$0 Hold
4
﹤0.01% 408
2021
Q4
$0 Hold
4
﹤0.01% 372
2021
Q3
$0 Hold
4
﹤0.01% 363
2021
Q2
$0 Hold
4
﹤0.01% 352
2021
Q1
$0 Hold
4
﹤0.01% 335
2020
Q4
$0 Buy
+4
New ﹤0.01% 348
2020
Q2
Sell
-200
Closed -$1K 396
2020
Q1
$1K Sell
200
-10
-5% -$50 ﹤0.01% 333
2019
Q4
$2K Buy
210
+200
+2,000% +$1.91K ﹤0.01% 283
2019
Q3
$0 Sell
10
-390
-98% ﹤0.01% 302
2019
Q2
$4K Hold
400
﹤0.01% 301
2019
Q1
$4K Buy
400
+200
+100% +$2K ﹤0.01% 284
2018
Q4
$2K Buy
+200
New +$2K ﹤0.01% 295
2018
Q3
Sell
-129,378
Closed -$1.37M 323
2018
Q2
$1.37M Buy
129,378
+17,583
+16% +$186K 0.28% 65
2018
Q1
$1.24M Buy
111,795
+11,427
+11% +$127K 0.27% 63
2017
Q4
$1.25M Buy
100,368
+7,610
+8% +$95.1K 0.29% 57
2017
Q3
$1.11M Buy
92,758
+387
+0.4% +$4.63K 0.27% 59
2017
Q2
$1.03M Buy
92,371
+7,339
+9% +$82.2K 0.25% 62
2017
Q1
$990K Buy
85,032
+12,138
+17% +$141K 0.24% 64
2016
Q4
$884K Buy
72,894
+2,627
+4% +$31.9K 0.22% 70
2016
Q3
$848K Buy
70,267
+65,767
+1,461% +$794K 0.19% 74
2016
Q2
$57K Hold
4,500
0.01% 157
2016
Q1
$61K Hold
4,500
0.02% 158
2015
Q4
$63K Hold
4,500
0.02% 138
2015
Q3
$61K Hold
4,500
0.02% 134
2015
Q2
$68K Hold
4,500
0.02% 139
2015
Q1
$73K Hold
4,500
0.02% 130
2014
Q4
$70K Hold
4,500
0.02% 138
2014
Q3
$67K Hold
4,500
0.02% 146
2014
Q2
$78K Hold
4,500
0.03% 142
2014
Q1
$70K Hold
4,500
0.03% 131
2013
Q4
$69K Sell
4,500
-671
-13% -$10.3K 0.03% 112
2013
Q3
$87K Buy
5,171
+258
+5% +$4.34K 0.04% 102
2013
Q2
$76K Buy
+4,913
New +$76K 0.04% 105