Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Hold
51,934
﹤0.01% 740
2025
Q1
$274K Buy
+51,934
New +$274K ﹤0.01% 724
2024
Q2
Sell
-12,413
Closed -$43.9K 869
2024
Q1
$43.9K Buy
+12,413
New +$43.9K ﹤0.01% 810
2023
Q4
Sell
-16,996
Closed -$63.6K 819
2023
Q3
$63.6K Sell
16,996
-1,000
-6% -$3.74K ﹤0.01% 746
2023
Q2
$74.9K Buy
17,996
+1,750
+11% +$7.28K ﹤0.01% 754
2023
Q1
$79.8K Hold
16,246
﹤0.01% 750
2022
Q4
$75.4K Sell
16,246
-2,141
-12% -$9.94K ﹤0.01% 750
2022
Q3
$79K Hold
18,387
﹤0.01% 738
2022
Q2
$85K Buy
18,387
+72
+0.4% +$333 ﹤0.01% 762
2022
Q1
$100K Sell
18,315
-572
-3% -$3.12K ﹤0.01% 833
2021
Q4
$117K Sell
18,887
-4,667
-20% -$28.9K ﹤0.01% 829
2021
Q3
$128K Buy
23,554
+1,698
+8% +$9.23K ﹤0.01% 812
2021
Q2
$116K Sell
21,856
-6,687
-23% -$35.5K ﹤0.01% 791
2021
Q1
$113K Sell
28,543
-39,999
-58% -$158K ﹤0.01% 758
2020
Q4
$268K Buy
68,542
+40,409
+144% +$158K ﹤0.01% 653
2020
Q3
$110K Sell
28,133
-426,508
-94% -$1.67M ﹤0.01% 666
2020
Q2
$2.05M Buy
454,641
+98,779
+28% +$446K 0.03% 259
2020
Q1
$1.1M Sell
355,862
-47,143
-12% -$146K 0.02% 321
2019
Q4
$1.5M Sell
403,005
-1,107,633
-73% -$4.12M 0.02% 335
2019
Q3
$7.64M Buy
1,510,638
+1,236,963
+452% +$6.26M 0.09% 134
2019
Q2
$1.37M Buy
273,675
+203,680
+291% +$1.02M 0.02% 346
2019
Q1
$400K Buy
69,995
+58,036
+485% +$332K 0.01% 535
2018
Q4
$70K Sell
11,959
-400
-3% -$2.34K ﹤0.01% 631
2018
Q3
$69K Buy
12,359
+50
+0.4% +$279 ﹤0.01% 696
2018
Q2
$67K Hold
12,309
﹤0.01% 647
2018
Q1
$67K Buy
12,309
+1,100
+10% +$5.99K ﹤0.01% 679
2017
Q4
$52K Buy
11,209
+650
+6% +$3.02K ﹤0.01% 677
2017
Q3
$63K Hold
10,559
﹤0.01% 660
2017
Q2
$65K Buy
10,559
+298
+3% +$1.83K ﹤0.01% 642
2017
Q1
$56K Sell
10,261
-2,163
-17% -$11.8K ﹤0.01% 656
2016
Q4
$60K Sell
12,424
-1,860
-13% -$8.98K ﹤0.01% 643
2016
Q3
$83K Buy
14,284
+2
+0% +$12 ﹤0.01% 613
2016
Q2
$81K Buy
14,282
+549
+4% +$3.11K ﹤0.01% 569
2016
Q1
$81K Sell
13,733
-383
-3% -$2.26K ﹤0.01% 550
2015
Q4
$94K Sell
14,116
-9,300
-40% -$61.9K ﹤0.01% 606
2015
Q3
$159K Sell
23,416
-32,080
-58% -$218K ﹤0.01% 593
2015
Q2
$380K Hold
55,496
0.01% 492
2015
Q1
$421K Sell
55,496
-1,257
-2% -$9.54K 0.01% 466
2014
Q4
$446K Buy
56,753
+38,560
+212% +$303K 0.01% 432
2014
Q3
$154K Buy
18,193
+2,150
+13% +$18.2K ﹤0.01% 558
2014
Q2
$121K Buy
16,043
+2,020
+14% +$15.2K ﹤0.01% 548
2014
Q1
$103K Buy
14,023
+3,380
+32% +$24.8K ﹤0.01% 553
2013
Q4
$86K Sell
10,643
-175
-2% -$1.41K ﹤0.01% 528
2013
Q3
$70K Buy
+10,818
New +$70K ﹤0.01% 475