Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.5K Buy
15,933
+3,988
+33% +$11.6K ﹤0.01% 1618
2025
Q1
$33.9K Sell
11,945
-1,492
-11% -$4.24K ﹤0.01% 1771
2024
Q4
$38.7K Sell
13,437
-3,234
-19% -$9.31K ﹤0.01% 1703
2024
Q3
$58.3K Sell
16,671
-2,108
-11% -$7.38K ﹤0.01% 1491
2024
Q2
$62K Sell
18,779
-411
-2% -$1.36K ﹤0.01% 1402
2024
Q1
$70.7K Buy
19,190
+2,120
+12% +$7.81K ﹤0.01% 1374
2023
Q4
$69K Sell
17,070
-4,873
-22% -$19.7K ﹤0.01% 1315
2023
Q3
$87.2K Hold
21,943
﹤0.01% 1128
2023
Q2
$95.5K Sell
21,943
-253
-1% -$1.1K ﹤0.01% 1084
2023
Q1
$91.2K Buy
22,196
+15
+0.1% +$62 ﹤0.01% 1087
2022
Q4
$97.5K Sell
22,181
-1,321
-6% -$5.81K ﹤0.01% 1017
2022
Q3
$84K Sell
23,502
-467
-2% -$1.67K ﹤0.01% 1040
2022
Q2
$82K Buy
23,969
+7,678
+47% +$26.3K ﹤0.01% 1062
2022
Q1
$83K Sell
16,291
-152
-0.9% -$774 ﹤0.01% 1123
2021
Q4
$64K Buy
16,443
+5,366
+48% +$20.9K ﹤0.01% 1216
2021
Q3
$43K Sell
11,077
-100
-0.9% -$388 ﹤0.01% 1385
2021
Q2
$52K Buy
11,177
+720
+7% +$3.35K ﹤0.01% 1245
2021
Q1
$44K Buy
10,457
+386
+4% +$1.62K ﹤0.01% 1223
2020
Q4
$37K Buy
10,071
+1,923
+24% +$7.07K ﹤0.01% 1209
2020
Q3
$24K Buy
8,148
+693
+9% +$2.04K ﹤0.01% 1286
2020
Q2
$18K Sell
7,455
-9,768
-57% -$23.6K ﹤0.01% 1366
2020
Q1
$26K Buy
17,223
+2,883
+20% +$4.35K ﹤0.01% 1129
2019
Q4
$56K Buy
14,340
+4,835
+51% +$18.9K ﹤0.01% 926
2019
Q3
$24K Buy
9,505
+5,932
+166% +$15K ﹤0.01% 1165
2019
Q2
$11K Sell
3,573
-1,380
-28% -$4.25K ﹤0.01% 1379
2019
Q1
$15K Buy
4,953
+949
+24% +$2.87K ﹤0.01% 1280
2018
Q4
$12K Buy
4,004
+2,613
+188% +$7.83K ﹤0.01% 1297
2018
Q3
$5K Hold
1,391
﹤0.01% 1539
2018
Q2
$4K Hold
1,391
﹤0.01% 1584
2018
Q1
$5K Buy
+1,391
New +$5K ﹤0.01% 1388
2016
Q4
Sell
-916
Closed -$2K 616
2016
Q3
$2K Sell
916
-1,241
-58% -$2.71K ﹤0.01% 1422
2016
Q2
$3K Buy
+2,157
New +$3K ﹤0.01% 1168
2014
Q2
Sell
-202
Closed -$1K 922
2014
Q1
$1K Buy
+202
New +$1K ﹤0.01% 682