Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Buy
3,173
+2,078
+190% +$393K 0.01% 504
2025
Q1
$257K Buy
1,095
+30
+3% +$7.03K ﹤0.01% 775
2024
Q4
$419K Buy
1,065
+4
+0.4% +$1.57K 0.01% 584
2024
Q3
$355K Sell
1,061
-18
-2% -$6.02K 0.01% 633
2024
Q2
$264K Sell
1,079
-4,995
-82% -$1.22M 0.01% 705
2024
Q1
$2.12M Buy
6,074
+4
+0.1% +$1.39K 0.04% 157
2023
Q4
$1.77M Buy
6,070
+1,233
+25% +$359K 0.04% 175
2023
Q3
$1.28M Sell
4,837
-11
-0.2% -$2.91K 0.03% 210
2023
Q2
$1.6M Buy
4,848
+2,088
+76% +$688K 0.04% 164
2023
Q1
$672K Buy
2,760
+2,384
+634% +$581K 0.02% 337
2022
Q4
$100K Buy
376
+19
+5% +$5.08K ﹤0.01% 999
2022
Q3
$88K Sell
357
-26
-7% -$6.41K ﹤0.01% 1024
2022
Q2
$81K Buy
383
+353
+1,177% +$74.7K ﹤0.01% 1071
2022
Q1
$10K Buy
30
+11
+58% +$3.67K ﹤0.01% 2158
2021
Q4
$10K Buy
19
+6
+46% +$3.16K ﹤0.01% 2131
2021
Q3
$9K Sell
13
-215
-94% -$149K ﹤0.01% 2124
2021
Q2
$155K Buy
228
+66
+41% +$44.9K 0.01% 770
2021
Q1
$97K Buy
162
+154
+1,925% +$92.2K ﹤0.01% 892
2020
Q4
$4K Hold
8
﹤0.01% 2048
2020
Q3
$3K Buy
8
+3
+60% +$1.13K ﹤0.01% 2105
2020
Q2
$1K Sell
5
-1,008
-100% -$202K ﹤0.01% 2350
2020
Q1
$102K Buy
1,013
+1,001
+8,342% +$101K 0.01% 631
2019
Q4
$3K Hold
12
﹤0.01% 1810
2019
Q3
$2K Hold
12
﹤0.01% 1842
2019
Q2
$1K Sell
12
-92
-88% -$7.67K ﹤0.01% 1928
2019
Q1
$11K Hold
104
﹤0.01% 1397
2018
Q4
$12K Buy
104
+92
+767% +$10.6K ﹤0.01% 1304
2018
Q3
$2K Sell
12
-100
-89% -$16.7K ﹤0.01% 1713
2018
Q2
$16K Buy
112
+100
+833% +$14.3K ﹤0.01% 1241
2018
Q1
$1K Buy
+12
New +$1K ﹤0.01% 1673
2016
Q4
Sell
-12
Closed 993
2016
Q3
$0 Hold
12
﹤0.01% 1632
2016
Q2
$0 Hold
12
﹤0.01% 1503
2016
Q1
$1K Hold
12
﹤0.01% 1305
2015
Q4
$1K Hold
12
﹤0.01% 1209
2015
Q3
$1K Buy
+12
New +$1K ﹤0.01% 1153
2014
Q1
Sell
-500
Closed -$34K 902
2013
Q4
$34K Buy
+500
New +$34K 0.01% 272