Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.5K Sell
3,372
-11,058
-77% -$116K ﹤0.01% 1761
2025
Q1
$179K Buy
14,430
+7,688
+114% +$95.5K ﹤0.01% 934
2024
Q4
$86.8K Sell
6,742
-8,152
-55% -$105K ﹤0.01% 1305
2024
Q3
$299K Sell
14,894
-471
-3% -$9.45K 0.01% 701
2024
Q2
$270K Sell
15,365
-291
-2% -$5.11K 0.01% 699
2024
Q1
$281K Sell
15,656
-1,050
-6% -$18.8K 0.01% 701
2023
Q4
$322K Buy
16,706
+7,913
+90% +$152K 0.01% 625
2023
Q3
$134K Buy
8,793
+5,607
+176% +$85.2K ﹤0.01% 907
2023
Q2
$66K Sell
3,186
-712
-18% -$14.8K ﹤0.01% 1278
2023
Q1
$93.9K Sell
3,898
-418
-10% -$10.1K ﹤0.01% 1071
2022
Q4
$124K Buy
4,316
+223
+5% +$6.41K ﹤0.01% 894
2022
Q3
$93K Sell
4,093
-334
-8% -$7.59K ﹤0.01% 986
2022
Q2
$93K Sell
4,427
-918
-17% -$19.3K ﹤0.01% 1010
2022
Q1
$138K Buy
5,345
+1,100
+26% +$28.4K ﹤0.01% 883
2021
Q4
$103K Sell
4,245
-1,153
-21% -$28K ﹤0.01% 995
2021
Q3
$123K Buy
5,398
+808
+18% +$18.4K ﹤0.01% 871
2021
Q2
$120K Sell
4,590
-69
-1% -$1.8K ﹤0.01% 867
2021
Q1
$125K Sell
4,659
-444
-9% -$11.9K 0.01% 776
2020
Q4
$120K Buy
5,103
+39
+0.8% +$917 0.01% 701
2020
Q3
$92K Hold
5,064
﹤0.01% 727
2020
Q2
$73K Buy
5,064
+9
+0.2% +$130 ﹤0.01% 808
2020
Q1
$69K Buy
5,055
+2,856
+130% +$39K 0.01% 770
2019
Q4
$44K Buy
2,199
+1,412
+179% +$28.3K ﹤0.01% 1011
2019
Q3
$13K Sell
787
-76
-9% -$1.26K ﹤0.01% 1349
2019
Q2
$14K Buy
863
+141
+20% +$2.29K ﹤0.01% 1306
2019
Q1
$13K Buy
722
+142
+24% +$2.56K ﹤0.01% 1315
2018
Q4
$8K Buy
580
+96
+20% +$1.32K ﹤0.01% 1404
2018
Q3
$7K Buy
484
+1
+0.2% +$14 ﹤0.01% 1455
2018
Q2
$6K Buy
483
+252
+109% +$3.13K ﹤0.01% 1497
2018
Q1
$3K Buy
+231
New +$3K ﹤0.01% 1472
2016
Q4
Sell
-1,671
Closed -$21K 254
2016
Q3
$21K Buy
1,671
+1,039
+164% +$13.1K ﹤0.01% 789
2016
Q2
$8K Buy
632
+96
+18% +$1.22K ﹤0.01% 956
2016
Q1
$6K Buy
+536
New +$6K ﹤0.01% 941
2015
Q4
Sell
-154
Closed -$2K 1275
2015
Q3
$2K Buy
154
+118
+328% +$1.53K ﹤0.01% 993
2015
Q2
$0 Buy
+36
New ﹤0.01% 1045