Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
19,224
+2,120
+12% +$51.7K 0.01% 534
2025
Q1
$473K Sell
17,104
-136
-0.8% -$3.76K 0.01% 601
2024
Q4
$561K Buy
17,240
+17,159
+21,184% +$558K 0.01% 542
2024
Q3
$2K Hold
81
﹤0.01% 1024
2024
Q2
$3K Hold
81
﹤0.01% 1116
2024
Q1
$2K Sell
81
-3,953
-98% -$97.6K ﹤0.01% 1138
2023
Q4
$120K Sell
4,034
-833
-17% -$24.8K ﹤0.01% 868
2023
Q3
$125K Sell
4,867
-756
-13% -$19.4K ﹤0.01% 848
2023
Q2
$172K Sell
5,623
-78,478
-93% -$2.4M ﹤0.01% 831
2023
Q1
$2.47M Buy
84,101
+84,047
+155,643% +$2.47M 0.05% 299
2022
Q4
$1K Buy
+54
New +$1K ﹤0.01% 1092
2022
Q2
Sell
-244
Closed -$8K 1437
2022
Q1
$8K Sell
244
-116
-32% -$3.8K ﹤0.01% 1418
2021
Q4
$13K Sell
360
-150
-29% -$5.42K ﹤0.01% 1272
2021
Q3
$13K Buy
510
+125
+32% +$3.19K ﹤0.01% 1314
2021
Q2
$11K Buy
+385
New +$11K ﹤0.01% 1267
2020
Q4
Sell
-24,087
Closed -$457K 1063
2020
Q3
$457K Buy
24,087
+1,147
+5% +$21.8K 0.02% 334
2020
Q2
$399K Buy
22,940
+5,780
+34% +$101K 0.02% 390
2020
Q1
$268K Sell
17,160
-62,328
-78% -$973K 0.02% 422
2019
Q4
$1.63M Buy
79,488
+74,292
+1,430% +$1.53M 0.11% 207
2019
Q3
$97K Buy
5,196
+582
+13% +$10.9K 0.01% 551
2019
Q2
$95K Buy
4,614
+1,164
+34% +$24K 0.01% 503
2019
Q1
$67K Buy
3,450
+1,425
+70% +$27.7K 0.01% 501
2018
Q4
$41K Buy
2,025
+253
+14% +$5.12K ﹤0.01% 448
2018
Q3
$40K Sell
1,772
-78,295
-98% -$1.77M ﹤0.01% 609
2018
Q2
$1.82M Buy
+80,067
New +$1.82M 0.11% 150
2016
Q4
Sell
-12,461
Closed -$193K 936
2016
Q3
$193K Buy
12,461
+6,228
+100% +$96.5K 0.02% 157
2016
Q2
$78K Buy
6,233
+2,076
+50% +$26K 0.01% 216
2016
Q1
$51 Buy
4,157
+3,421
+465% +$42 0.01% 250
2015
Q4
$9K Buy
+736
New +$9K ﹤0.01% 535