Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
2,467
-776
-24% -$41.2K ﹤0.01% 1108
2025
Q1
$156K Buy
3,243
+1,457
+82% +$70.1K ﹤0.01% 995
2024
Q4
$93.4K Sell
1,786
-1,534
-46% -$80.3K ﹤0.01% 1264
2024
Q3
$180K Buy
3,320
+78
+2% +$4.24K ﹤0.01% 921
2024
Q2
$167K Buy
3,242
+768
+31% +$39.5K ﹤0.01% 900
2024
Q1
$123K Buy
2,474
+864
+54% +$42.8K ﹤0.01% 1083
2023
Q4
$81.1K Buy
1,610
+202
+14% +$10.2K ﹤0.01% 1218
2023
Q3
$67.9K Sell
1,408
-248
-15% -$12K ﹤0.01% 1243
2023
Q2
$83.5K Buy
1,656
+1,216
+276% +$61.3K ﹤0.01% 1155
2023
Q1
$19.9K Buy
440
+39
+10% +$1.76K ﹤0.01% 1876
2022
Q4
$16.7K Sell
401
-93
-19% -$3.87K ﹤0.01% 1894
2022
Q3
$18K Sell
494
-1,140
-70% -$41.5K ﹤0.01% 1770
2022
Q2
$70K Buy
1,634
+1,132
+225% +$48.5K ﹤0.01% 1132
2022
Q1
$20K Sell
502
-43
-8% -$1.71K ﹤0.01% 1817
2021
Q4
$22K Buy
545
+288
+112% +$11.6K ﹤0.01% 1733
2021
Q3
$10K Sell
257
-113
-31% -$4.4K ﹤0.01% 2051
2021
Q2
$15K Buy
370
+176
+91% +$7.14K ﹤0.01% 1821
2021
Q1
$8K Buy
194
+88
+83% +$3.63K ﹤0.01% 1924
2020
Q4
$4K Buy
106
+18
+20% +$679 ﹤0.01% 1994
2020
Q3
$2K Sell
88
-74
-46% -$1.68K ﹤0.01% 2161
2020
Q2
$5K Buy
162
+149
+1,146% +$4.6K ﹤0.01% 1766
2020
Q1
$0 Sell
13
-265
-95% ﹤0.01% 2269
2019
Q4
$12K Buy
278
+2
+0.7% +$86 ﹤0.01% 1406
2019
Q3
$12K Sell
276
-19
-6% -$826 ﹤0.01% 1383
2019
Q2
$13K Buy
295
+51
+21% +$2.25K ﹤0.01% 1327
2019
Q1
$11K Sell
244
-59
-19% -$2.66K ﹤0.01% 1372
2018
Q4
$11K Sell
303
-894
-75% -$32.5K ﹤0.01% 1318
2018
Q3
$54K Buy
1,197
+211
+21% +$9.52K 0.01% 849
2018
Q2
$42K Sell
986
-107
-10% -$4.56K ﹤0.01% 914
2018
Q1
$46K Buy
+1,093
New +$46K 0.01% 771
2016
Q4
Sell
-1,080
Closed -$44K 317
2016
Q3
$44K Buy
1,080
+462
+75% +$18.8K 0.01% 567
2016
Q2
$25K Buy
618
+335
+118% +$13.6K ﹤0.01% 659
2016
Q1
$13K Buy
283
+232
+455% +$10.7K ﹤0.01% 762
2015
Q4
$2K Buy
51
+41
+410% +$1.61K ﹤0.01% 1066
2015
Q3
$0 Hold
10
﹤0.01% 1231
2015
Q2
$0 Hold
10
﹤0.01% 1053
2015
Q1
$0 Buy
+10
New ﹤0.01% 951
2014
Q1
Sell
-18
Closed -$1K 805
2013
Q4
$1K Hold
18
﹤0.01% 622
2013
Q3
$1K Buy
18
+6
+50% +$333 ﹤0.01% 570
2013
Q2
$0 Buy
+12
New ﹤0.01% 580