Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Sell
2,059
-2,469
-55% -$34.8K ﹤0.01% 1876
2025
Q1
$57.2K Buy
4,528
+409
+10% +$5.17K ﹤0.01% 1492
2024
Q4
$54.7K Sell
4,119
-1,119
-21% -$14.9K ﹤0.01% 1536
2024
Q3
$81.7K Buy
5,238
+441
+9% +$6.88K ﹤0.01% 1319
2024
Q2
$69.8K Buy
4,797
+869
+22% +$12.7K ﹤0.01% 1343
2024
Q1
$68.3K Sell
3,928
-616
-14% -$10.7K ﹤0.01% 1391
2023
Q4
$84.6K Buy
4,544
+46
+1% +$857 ﹤0.01% 1198
2023
Q3
$77.5K Hold
4,498
﹤0.01% 1183
2023
Q2
$83.6K Buy
4,498
+1,116
+33% +$20.7K ﹤0.01% 1154
2023
Q1
$54.1K Hold
3,382
﹤0.01% 1348
2022
Q4
$55.6K Buy
3,382
+445
+15% +$7.32K ﹤0.01% 1309
2022
Q3
$43K Buy
2,937
+1,385
+89% +$20.3K ﹤0.01% 1344
2022
Q2
$22K Sell
1,552
-137
-8% -$1.94K ﹤0.01% 1716
2022
Q1
$29K Sell
1,689
-104
-6% -$1.79K ﹤0.01% 1647
2021
Q4
$38K Sell
1,793
-69
-4% -$1.46K ﹤0.01% 1468
2021
Q3
$37K Buy
1,862
+127
+7% +$2.52K ﹤0.01% 1460
2021
Q2
$34K Buy
1,735
+249
+17% +$4.88K ﹤0.01% 1460
2021
Q1
$21K Sell
1,486
-1,441
-49% -$20.4K ﹤0.01% 1551
2020
Q4
$29K Sell
2,927
-91
-3% -$902 ﹤0.01% 1309
2020
Q3
$26K Sell
3,018
-4,970
-62% -$42.8K ﹤0.01% 1258
2020
Q2
$56K Buy
7,988
+1,993
+33% +$14K ﹤0.01% 899
2020
Q1
$45K Buy
5,995
+4,957
+478% +$37.2K ﹤0.01% 919
2019
Q4
$14K Sell
1,038
-10
-1% -$135 ﹤0.01% 1379
2019
Q3
$13K Buy
1,048
+375
+56% +$4.65K ﹤0.01% 1366
2019
Q2
$9K Hold
673
﹤0.01% 1441
2019
Q1
$8K Sell
673
-283
-30% -$3.36K ﹤0.01% 1483
2018
Q4
$8K Sell
956
-2,344
-71% -$19.6K ﹤0.01% 1416
2018
Q3
$44K Hold
3,300
﹤0.01% 926
2018
Q2
$43K Buy
3,300
+974
+42% +$12.7K ﹤0.01% 911
2018
Q1
$31K Buy
+2,326
New +$31K ﹤0.01% 907
2016
Q4
Sell
-1,899
Closed -$27K 855
2016
Q3
$27K Buy
1,899
+863
+83% +$12.3K ﹤0.01% 714
2016
Q2
$12K Hold
1,036
﹤0.01% 865
2016
Q1
$12K Buy
1,036
+998
+2,626% +$11.6K ﹤0.01% 800
2015
Q4
$0 Sell
38
-29
-43% ﹤0.01% 1338
2015
Q3
$1K Sell
67
-98
-59% -$1.46K ﹤0.01% 1145
2015
Q2
$3K Buy
+165
New +$3K ﹤0.01% 839
2014
Q3
Sell
-48
Closed -$1K 832
2014
Q2
$1K Buy
+48
New +$1K ﹤0.01% 803