Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.7K Sell
22,935
-1,708
-7% -$6.23K ﹤0.01% 1314
2025
Q1
$84.8K Sell
24,643
-5,757
-19% -$19.8K ﹤0.01% 1297
2024
Q4
$124K Sell
30,400
-1,095
-3% -$4.46K ﹤0.01% 1121
2024
Q3
$138K Buy
31,495
+3,618
+13% +$15.8K ﹤0.01% 1045
2024
Q2
$113K Buy
27,877
+2,632
+10% +$10.7K ﹤0.01% 1106
2024
Q1
$82.3K Sell
25,245
-5,457
-18% -$17.8K ﹤0.01% 1295
2023
Q4
$85.4K Buy
30,702
+90
+0.3% +$250 ﹤0.01% 1190
2023
Q3
$62.8K Buy
30,612
+3,286
+12% +$6.74K ﹤0.01% 1278
2023
Q2
$51.9K Buy
27,326
+12,361
+83% +$23.5K ﹤0.01% 1407
2023
Q1
$19.2K Buy
14,965
+944
+7% +$1.21K ﹤0.01% 1899
2022
Q4
$22.2K Buy
14,021
+10,467
+295% +$16.5K ﹤0.01% 1756
2022
Q3
$8K Buy
3,554
+365
+11% +$822 ﹤0.01% 2163
2022
Q2
$8K Sell
3,189
-1,007
-24% -$2.53K ﹤0.01% 2203
2022
Q1
$17K Buy
4,196
+830
+25% +$3.36K ﹤0.01% 1912
2021
Q4
$14K Sell
3,366
-440
-12% -$1.83K ﹤0.01% 1937
2021
Q3
$19K Buy
3,806
+1,799
+90% +$8.98K ﹤0.01% 1770
2021
Q2
$11K Sell
2,007
-242
-11% -$1.33K ﹤0.01% 1928
2021
Q1
$10K Sell
2,249
-204
-8% -$907 ﹤0.01% 1840
2020
Q4
$10K Sell
2,453
-1,066
-30% -$4.35K ﹤0.01% 1684
2020
Q3
$12K Buy
3,519
+256
+8% +$873 ﹤0.01% 1561
2020
Q2
$13K Buy
3,263
+1,346
+70% +$5.36K ﹤0.01% 1462
2020
Q1
$6K Buy
1,917
+727
+61% +$2.28K ﹤0.01% 1608
2019
Q4
$10K Sell
1,190
-19
-2% -$160 ﹤0.01% 1459
2019
Q3
$11K Buy
1,209
+20
+2% +$182 ﹤0.01% 1401
2019
Q2
$9K Buy
1,189
+221
+23% +$1.67K ﹤0.01% 1431
2019
Q1
$6K Hold
968
﹤0.01% 1534
2018
Q4
$5K Sell
968
-613
-39% -$3.17K ﹤0.01% 1519
2018
Q3
$9K Buy
+1,581
New +$9K ﹤0.01% 1400
2018
Q2
Sell
-2,420
Closed -$17K 1908
2018
Q1
$17K Buy
+2,420
New +$17K ﹤0.01% 1081
2016
Q4
Sell
-2,652
Closed -$45K 369
2016
Q3
$45K Buy
2,652
+311
+13% +$5.28K 0.01% 559
2016
Q2
$33K Buy
+2,341
New +$33K ﹤0.01% 575
2015
Q3
Sell
-26
Closed -$1K 1240
2015
Q2
$1K Buy
+26
New +$1K ﹤0.01% 933
2015
Q1
Sell
-88
Closed -$2K 955
2014
Q4
$2K Buy
+88
New +$2K ﹤0.01% 736
2014
Q2
Sell
-52
Closed -$1K 889
2014
Q1
$1K Buy
+52
New +$1K ﹤0.01% 664