Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15K Sell
3,546
-3,373
-49% -$14.3K ﹤0.01% 2173
2025
Q1
$33.4K Sell
6,919
-1,857
-21% -$8.95K ﹤0.01% 1782
2024
Q4
$69K Buy
8,776
+48
+0.5% +$377 ﹤0.01% 1407
2024
Q3
$57.3K Buy
8,728
+352
+4% +$2.31K ﹤0.01% 1501
2024
Q2
$51K Buy
8,376
+397
+5% +$2.42K ﹤0.01% 1497
2024
Q1
$59.2K Hold
7,979
﹤0.01% 1452
2023
Q4
$44.3K Buy
7,979
+1,448
+22% +$8.04K ﹤0.01% 1528
2023
Q3
$30K Buy
6,531
+2,751
+73% +$12.7K ﹤0.01% 1632
2023
Q2
$33.5K Sell
3,780
-1,084
-22% -$9.6K ﹤0.01% 1637
2023
Q1
$35.4K Sell
4,864
-15,672
-76% -$114K ﹤0.01% 1560
2022
Q4
$133K Buy
20,536
+9,322
+83% +$60.4K ﹤0.01% 867
2022
Q3
$74K Buy
11,214
+8,502
+313% +$56.1K ﹤0.01% 1100
2022
Q2
$23K Buy
2,712
+1,914
+240% +$16.2K ﹤0.01% 1692
2022
Q1
$12K Sell
798
-80
-9% -$1.2K ﹤0.01% 2067
2021
Q4
$13K Buy
878
+358
+69% +$5.3K ﹤0.01% 1986
2021
Q3
$8K Buy
520
+9
+2% +$138 ﹤0.01% 2176
2021
Q2
$9K Buy
511
+77
+18% +$1.36K ﹤0.01% 2031
2021
Q1
$9K Sell
434
-521
-55% -$10.8K ﹤0.01% 1893
2020
Q4
$14K Sell
955
-19
-2% -$279 ﹤0.01% 1573
2020
Q3
$11K Buy
974
+17
+2% +$192 ﹤0.01% 1598
2020
Q2
$10K Sell
957
-1,294
-57% -$13.5K ﹤0.01% 1562
2020
Q1
$20K Buy
2,251
+2,199
+4,229% +$19.5K ﹤0.01% 1229
2019
Q4
$1K Sell
52
-62
-54% -$1.19K ﹤0.01% 2039
2019
Q3
$2K Hold
114
﹤0.01% 1817
2019
Q2
$2K Sell
114
-360
-76% -$6.32K ﹤0.01% 1764
2019
Q1
$8K Buy
474
+260
+121% +$4.39K ﹤0.01% 1478
2018
Q4
$3K Buy
214
+81
+61% +$1.14K ﹤0.01% 1647
2018
Q3
$3K Sell
133
-95
-42% -$2.14K ﹤0.01% 1638
2018
Q2
$4K Sell
228
-60
-21% -$1.05K ﹤0.01% 1588
2018
Q1
$6K Buy
+288
New +$6K ﹤0.01% 1361
2016
Q4
Sell
-188
Closed -$3K 731
2016
Q3
$3K Sell
188
-30
-14% -$479 ﹤0.01% 1353
2016
Q2
$4K Sell
218
-26
-11% -$477 ﹤0.01% 1121
2016
Q1
$5K Buy
+244
New +$5K ﹤0.01% 1008
2013
Q3
Sell
-1,137
Closed -$7K 710
2013
Q2
$7K Buy
+1,137
New +$7K ﹤0.01% 369