Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.6K Sell
1,139
-354
-24% -$23.8K ﹤0.01% 1363
2025
Q1
$116K Buy
1,493
+148
+11% +$11.5K ﹤0.01% 1127
2024
Q4
$110K Sell
1,345
-200
-13% -$16.4K ﹤0.01% 1185
2024
Q3
$120K Buy
1,545
+172
+13% +$13.3K ﹤0.01% 1135
2024
Q2
$101K Buy
1,373
+94
+7% +$6.89K ﹤0.01% 1156
2024
Q1
$111K Buy
1,279
+186
+17% +$16.2K ﹤0.01% 1122
2023
Q4
$83.9K Sell
1,093
-294
-21% -$22.6K ﹤0.01% 1207
2023
Q3
$98.1K Buy
1,387
+210
+18% +$14.9K ﹤0.01% 1065
2023
Q2
$98.5K Buy
1,177
+95
+9% +$7.95K ﹤0.01% 1062
2023
Q1
$69.6K Sell
1,082
-201
-16% -$12.9K ﹤0.01% 1223
2022
Q4
$78.1K Sell
1,283
-100
-7% -$6.09K ﹤0.01% 1129
2022
Q3
$91K Sell
1,383
-967
-41% -$63.6K ﹤0.01% 1007
2022
Q2
$213K Sell
2,350
-13
-0.6% -$1.18K 0.01% 676
2022
Q1
$228K Sell
2,363
-335
-12% -$32.3K 0.01% 668
2021
Q4
$351K Sell
2,698
-321
-11% -$41.8K 0.01% 510
2021
Q3
$386K Sell
3,019
-1,622
-35% -$207K 0.01% 458
2021
Q2
$599K Buy
4,641
+3,465
+295% +$447K 0.02% 301
2021
Q1
$156K Buy
1,176
+125
+12% +$16.6K 0.01% 689
2020
Q4
$99K Buy
1,051
+22
+2% +$2.07K ﹤0.01% 785
2020
Q3
$95K Buy
1,029
+240
+30% +$22.2K 0.01% 719
2020
Q2
$71K Sell
789
-232
-23% -$20.9K ﹤0.01% 816
2020
Q1
$55K Sell
1,021
-1,070
-51% -$57.6K ﹤0.01% 853
2019
Q4
$183K Buy
2,091
+664
+47% +$58.1K 0.01% 486
2019
Q3
$126K Buy
1,427
+200
+16% +$17.7K 0.01% 564
2019
Q2
$107K Sell
1,227
-241
-16% -$21K 0.01% 604
2019
Q1
$102K Buy
1,468
+345
+31% +$24K 0.01% 618
2018
Q4
$70K Buy
1,123
+219
+24% +$13.7K 0.01% 721
2018
Q3
$68K Hold
904
0.01% 774
2018
Q2
$66K Buy
904
+125
+16% +$9.13K 0.01% 759
2018
Q1
$48K Buy
+779
New +$48K 0.01% 752
2016
Q4
Sell
-949
Closed -$51K 760
2016
Q3
$51K Buy
949
+65
+7% +$3.49K 0.01% 526
2016
Q2
$43K Sell
884
-5,760
-87% -$280K 0.01% 509
2016
Q1
$340K Sell
6,644
-403
-6% -$20.6K 0.06% 104
2015
Q4
$380K Buy
7,047
+6,437
+1,055% +$347K 0.07% 76
2015
Q3
$36K Sell
610
-4,840
-89% -$286K 0.01% 408
2015
Q2
$361K Sell
5,450
-1,050
-16% -$69.6K 0.08% 98
2015
Q1
$449K Buy
6,500
+725
+13% +$50.1K 0.11% 64
2014
Q4
$384K Sell
5,775
-1,625
-22% -$108K 0.1% 78
2014
Q3
$344K Sell
7,400
-42
-0.6% -$1.95K 0.11% 79
2014
Q2
$387K Buy
+7,442
New +$387K 0.13% 62
2014
Q1
Sell
-1,224
Closed -$58K 865
2013
Q4
$58K Hold
1,224
0.02% 198
2013
Q3
$59K Hold
1,224
0.03% 183
2013
Q2
$56K Buy
+1,224
New +$56K 0.03% 156