Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.8K Sell
2,061
-1,325
-39% -$39.1K ﹤0.01% 1478
2025
Q1
$103K Sell
3,386
-408
-11% -$12.4K ﹤0.01% 1198
2024
Q4
$143K Sell
3,794
-32
-0.8% -$1.21K ﹤0.01% 1035
2024
Q3
$148K Buy
3,826
+1,083
+39% +$41.8K ﹤0.01% 1014
2024
Q2
$109K Buy
2,743
+188
+7% +$7.48K ﹤0.01% 1118
2024
Q1
$86.3K Buy
2,555
+1,112
+77% +$37.6K ﹤0.01% 1270
2023
Q4
$49.1K Sell
1,443
-1,218
-46% -$41.4K ﹤0.01% 1475
2023
Q3
$77.3K Buy
2,661
+922
+53% +$26.8K ﹤0.01% 1184
2023
Q2
$59K Buy
1,739
+199
+13% +$6.75K ﹤0.01% 1334
2023
Q1
$65.5K Buy
1,540
+42
+3% +$1.79K ﹤0.01% 1251
2022
Q4
$68.1K Buy
1,498
+307
+26% +$14K ﹤0.01% 1194
2022
Q3
$40K Sell
1,191
-443
-27% -$14.9K ﹤0.01% 1377
2022
Q2
$74K Buy
1,634
+501
+44% +$22.7K ﹤0.01% 1109
2022
Q1
$102K Buy
1,133
+126
+13% +$11.3K ﹤0.01% 1021
2021
Q4
$60K Buy
1,007
+70
+7% +$4.17K ﹤0.01% 1250
2021
Q3
$46K Buy
937
+175
+23% +$8.59K ﹤0.01% 1338
2021
Q2
$28K Sell
762
-65
-8% -$2.39K ﹤0.01% 1564
2021
Q1
$27K Sell
827
-1,556
-65% -$50.8K ﹤0.01% 1439
2020
Q4
$55K Hold
2,383
﹤0.01% 1020
2020
Q3
$28K Hold
2,383
﹤0.01% 1223
2020
Q2
$27K Buy
2,383
+2,172
+1,029% +$24.6K ﹤0.01% 1192
2020
Q1
$1K Sell
211
-127
-38% -$602 ﹤0.01% 2041
2019
Q4
$7K Sell
338
-206
-38% -$4.27K ﹤0.01% 1543
2019
Q3
$11K Buy
544
+285
+110% +$5.76K ﹤0.01% 1398
2019
Q2
$6K Sell
259
-157
-38% -$3.64K ﹤0.01% 1516
2019
Q1
$12K Buy
416
+333
+401% +$9.61K ﹤0.01% 1340
2018
Q4
$2K Buy
83
+53
+177% +$1.28K ﹤0.01% 1690
2018
Q3
$1K Hold
30
﹤0.01% 1758
2018
Q2
$1K Sell
30
-137
-82% -$4.57K ﹤0.01% 1774
2018
Q1
$8K Buy
+167
New +$8K ﹤0.01% 1283
2016
Q4
Sell
-816
Closed -$20K 232
2016
Q3
$20K Sell
816
-511
-39% -$12.5K ﹤0.01% 810
2016
Q2
$30K Buy
1,327
+739
+126% +$16.7K ﹤0.01% 601
2016
Q1
$14K Buy
588
+147
+33% +$3.5K ﹤0.01% 752
2015
Q4
$10K Sell
441
-2,017
-82% -$45.7K ﹤0.01% 720
2015
Q3
$57K Buy
2,458
+143
+6% +$3.32K 0.01% 322
2015
Q2
$62K Buy
2,315
+82
+4% +$2.2K 0.01% 302
2015
Q1
$69K Sell
2,233
-71
-3% -$2.19K 0.02% 263
2014
Q4
$87K Buy
2,304
+223
+11% +$8.42K 0.02% 219
2014
Q3
$80K Hold
2,081
0.03% 202
2014
Q2
$74K Buy
+2,081
New +$74K 0.03% 208