Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Buy
1,665
+1,362
+450% +$129K ﹤0.01% 1016
2025
Q1
$26.7K Sell
303
-75
-20% -$6.62K ﹤0.01% 1900
2024
Q4
$35.8K Buy
378
+45
+14% +$4.26K ﹤0.01% 1740
2024
Q3
$36.3K Buy
333
+139
+72% +$15.2K ﹤0.01% 1747
2024
Q2
$22.2K Sell
194
-302
-61% -$34.5K ﹤0.01% 1908
2024
Q1
$71.9K Buy
496
+123
+33% +$17.8K ﹤0.01% 1366
2023
Q4
$52.7K Buy
373
+91
+32% +$12.9K ﹤0.01% 1430
2023
Q3
$37.8K Buy
282
+68
+32% +$9.13K ﹤0.01% 1527
2023
Q2
$30.7K Sell
214
-362
-63% -$52K ﹤0.01% 1673
2023
Q1
$80.3K Buy
576
+179
+45% +$25K ﹤0.01% 1152
2022
Q4
$49.2K Buy
397
+8
+2% +$992 ﹤0.01% 1377
2022
Q3
$47K Buy
389
+31
+9% +$3.75K ﹤0.01% 1294
2022
Q2
$45K Buy
358
+119
+50% +$15K ﹤0.01% 1346
2022
Q1
$34K Buy
239
+107
+81% +$15.2K ﹤0.01% 1557
2021
Q4
$24K Buy
132
+36
+38% +$6.55K ﹤0.01% 1711
2021
Q3
$15K Buy
96
+41
+75% +$6.41K ﹤0.01% 1881
2021
Q2
$10K Buy
55
+33
+150% +$6K ﹤0.01% 1982
2021
Q1
$4K Sell
22
-2
-8% -$364 ﹤0.01% 2247
2020
Q4
$4K Buy
24
+2
+9% +$333 ﹤0.01% 2026
2020
Q3
$2K Sell
22
-2
-8% -$182 ﹤0.01% 2219
2020
Q2
$3K Sell
24
-26
-52% -$3.25K ﹤0.01% 1983
2020
Q1
$4K Sell
50
-21
-30% -$1.68K ﹤0.01% 1738
2019
Q4
$10K Sell
71
-45
-39% -$6.34K ﹤0.01% 1467
2019
Q3
$14K Sell
116
-128
-52% -$15.4K ﹤0.01% 1336
2019
Q2
$34K Buy
244
+46
+23% +$6.41K ﹤0.01% 1018
2019
Q1
$27K Buy
198
+12
+6% +$1.64K ﹤0.01% 1074
2018
Q4
$23K Sell
186
-38
-17% -$4.7K ﹤0.01% 1100
2018
Q3
$32K Sell
224
-21
-9% -$3K ﹤0.01% 1030
2018
Q2
$46K Buy
245
+35
+17% +$6.57K 0.01% 887
2018
Q1
$39K Buy
+210
New +$39K ﹤0.01% 820
2016
Q4
Sell
-128
Closed -$16K 779
2016
Q3
$16K Buy
128
+61
+91% +$7.63K ﹤0.01% 887
2016
Q2
$7K Sell
67
-138
-67% -$14.4K ﹤0.01% 1010
2016
Q1
$23K Buy
205
+177
+632% +$19.9K ﹤0.01% 625
2015
Q4
$3K Sell
28
-83
-75% -$8.89K ﹤0.01% 1012
2015
Q3
$12K Buy
111
+102
+1,133% +$11K ﹤0.01% 641
2015
Q2
$1K Sell
9
-108
-92% -$12K ﹤0.01% 966
2015
Q1
$13K Buy
117
+111
+1,850% +$12.3K ﹤0.01% 498
2014
Q4
$1K Hold
6
﹤0.01% 797
2014
Q3
$1K Sell
6
-83
-93% -$13.8K ﹤0.01% 636
2014
Q2
$8K Buy
89
+83
+1,383% +$7.46K ﹤0.01% 490
2014
Q1
$1K Hold
6
﹤0.01% 698
2013
Q4
$0 Hold
6
﹤0.01% 774
2013
Q3
$0 Hold
6
﹤0.01% 717
2013
Q2
$0 Buy
+6
New ﹤0.01% 607