Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Sell
10,432
-3,355
-24% -$35.3K ﹤0.01% 1306
2025
Q1
$171K Buy
13,787
+6,087
+79% +$75.6K ﹤0.01% 1022
2024
Q4
$99.1K Sell
7,700
-3,522
-31% -$45.3K ﹤0.01% 1269
2024
Q3
$225K Buy
11,222
+580
+5% +$11.6K 0.01% 870
2024
Q2
$187K Buy
10,642
+733
+7% +$12.9K ﹤0.01% 891
2024
Q1
$178K Sell
9,909
-48,833
-83% -$876K ﹤0.01% 901
2023
Q4
$1.13M Buy
58,742
+2,550
+5% +$49.1K 0.03% 307
2023
Q3
$854K Buy
56,192
+51,714
+1,155% +$786K 0.03% 344
2023
Q2
$92.8K Buy
4,478
+1,438
+47% +$29.8K ﹤0.01% 1111
2023
Q1
$73.2K Sell
3,040
-552
-15% -$13.3K ﹤0.01% 1194
2022
Q4
$103K Buy
3,592
+549
+18% +$15.8K ﹤0.01% 976
2022
Q3
$69K Buy
3,043
+155
+5% +$3.52K ﹤0.01% 1118
2022
Q2
$61K Buy
2,888
+79
+3% +$1.67K ﹤0.01% 1155
2022
Q1
$71K Buy
2,809
+201
+8% +$5.08K ﹤0.01% 1117
2021
Q4
$63K Sell
2,608
-115
-4% -$2.78K ﹤0.01% 1197
2021
Q3
$62K Buy
2,723
+118
+5% +$2.69K ﹤0.01% 1172
2021
Q2
$68K Buy
2,605
+260
+11% +$6.79K ﹤0.01% 1073
2021
Q1
$63K Buy
2,345
+189
+9% +$5.08K ﹤0.01% 1062
2020
Q4
$51K Sell
2,156
-6,652
-76% -$157K ﹤0.01% 1069
2020
Q3
$160K Buy
8,808
+6,321
+254% +$115K 0.01% 619
2020
Q2
$36K Sell
2,487
-167
-6% -$2.42K ﹤0.01% 1160
2020
Q1
$36K Buy
2,654
+1,136
+75% +$15.4K ﹤0.01% 1044
2019
Q4
$30K Hold
1,518
﹤0.01% 1213
2019
Q3
$25K Buy
1,518
+1
+0.1% +$16 ﹤0.01% 1240
2019
Q2
$25K Sell
1,517
-305
-17% -$5.03K ﹤0.01% 1162
2019
Q1
$33K Buy
1,822
+189
+12% +$3.42K ﹤0.01% 1008
2018
Q4
$23K Hold
1,633
﹤0.01% 1000
2018
Q3
$23K Buy
1,633
+2
+0.1% +$28 ﹤0.01% 1075
2018
Q2
$21K Buy
1,631
+231
+17% +$2.97K ﹤0.01% 1024
2018
Q1
$16K Buy
1,400
+394
+39% +$4.5K ﹤0.01% 1076
2017
Q4
$11K Buy
1,006
+1
+0.1% +$11 ﹤0.01% 1256
2017
Q3
$11K Sell
1,005
-19
-2% -$208 ﹤0.01% 1235
2017
Q2
$11K Hold
1,024
﹤0.01% 1261
2017
Q1
$11K Buy
1,024
+174
+20% +$1.87K ﹤0.01% 1172
2016
Q4
$10K Buy
+850
New +$10K ﹤0.01% 1099