Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Buy
15,509
+2,016
+15% +$18.4K ﹤0.01% 1071
2025
Q1
$98.6K Buy
13,493
+3,017
+29% +$22.1K ﹤0.01% 1221
2024
Q4
$62.1K Sell
10,476
-2,453
-19% -$14.5K ﹤0.01% 1453
2024
Q3
$96.2K Buy
12,929
+1,451
+13% +$10.8K ﹤0.01% 1230
2024
Q2
$76.8K Buy
11,478
+3,341
+41% +$22.4K ﹤0.01% 1291
2024
Q1
$62.8K Sell
8,137
-249
-3% -$1.92K ﹤0.01% 1424
2023
Q4
$71.1K Sell
8,386
-3,357
-29% -$28.5K ﹤0.01% 1298
2023
Q3
$82.4K Buy
11,743
+2,262
+24% +$15.9K ﹤0.01% 1159
2023
Q2
$65.3K Sell
9,481
-484
-5% -$3.33K ﹤0.01% 1287
2023
Q1
$53.6K Buy
9,965
+355
+4% +$1.91K ﹤0.01% 1351
2022
Q4
$55.3K Buy
9,610
+561
+6% +$3.23K ﹤0.01% 1310
2022
Q3
$43K Buy
9,049
+1,361
+18% +$6.47K ﹤0.01% 1338
2022
Q2
$39K Buy
7,688
+413
+6% +$2.1K ﹤0.01% 1421
2022
Q1
$46K Sell
7,275
-2,010
-22% -$12.7K ﹤0.01% 1411
2021
Q4
$42K Sell
9,285
-15,174
-62% -$68.6K ﹤0.01% 1410
2021
Q3
$128K Buy
24,459
+13,964
+133% +$73.1K ﹤0.01% 858
2021
Q2
$48K Sell
10,495
-10,243
-49% -$46.8K ﹤0.01% 1280
2021
Q1
$105K Sell
20,738
-2,745
-12% -$13.9K ﹤0.01% 851
2020
Q4
$134K Buy
23,483
+1,373
+6% +$7.84K 0.01% 667
2020
Q3
$97K Buy
22,110
+14,882
+206% +$65.3K 0.01% 712
2020
Q2
$33K Buy
7,228
+4,218
+140% +$19.3K ﹤0.01% 1117
2020
Q1
$13K Hold
3,010
﹤0.01% 1387
2019
Q4
$20K Hold
3,010
﹤0.01% 1273
2019
Q3
$14K Hold
3,010
﹤0.01% 1332
2019
Q2
$15K Hold
3,010
﹤0.01% 1288
2019
Q1
$11K Hold
3,010
﹤0.01% 1382
2018
Q4
$9K Buy
+3,010
New +$9K ﹤0.01% 1379
2018
Q3
Sell
-1,270
Closed -$3K 1928
2018
Q2
$3K Sell
1,270
-4,765
-79% -$11.3K ﹤0.01% 1640
2018
Q1
$19K Buy
+6,035
New +$19K ﹤0.01% 1052
2016
Q4
Sell
-6,998
Closed -$29K 526
2016
Q3
$29K Buy
6,998
+3,898
+126% +$16.2K ﹤0.01% 690
2016
Q2
$11K Buy
+3,100
New +$11K ﹤0.01% 882