Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
26,790
+15,512
+138% +$68.6K ﹤0.01% 1165
2025
Q1
$47.7K Sell
11,278
-22,135
-66% -$93.6K ﹤0.01% 1588
2024
Q4
$152K Buy
33,413
+9,221
+38% +$42K ﹤0.01% 999
2024
Q3
$164K Buy
24,192
+202
+0.8% +$1.37K ﹤0.01% 966
2024
Q2
$183K Buy
23,990
+5,269
+28% +$40.1K ﹤0.01% 853
2024
Q1
$146K Buy
18,721
+15,960
+578% +$125K ﹤0.01% 988
2023
Q4
$27.4K Sell
2,761
-2,636
-49% -$26.2K ﹤0.01% 1765
2023
Q3
$73.8K Buy
5,397
+1,156
+27% +$15.8K ﹤0.01% 1205
2023
Q2
$52.5K Buy
4,241
+2,129
+101% +$26.4K ﹤0.01% 1396
2023
Q1
$28.8K Sell
2,112
-337
-14% -$4.6K ﹤0.01% 1672
2022
Q4
$38.5K Sell
2,449
-1,324
-35% -$20.8K ﹤0.01% 1478
2022
Q3
$59K Buy
3,773
+391
+12% +$6.11K ﹤0.01% 1197
2022
Q2
$78K Buy
3,382
+354
+12% +$8.16K ﹤0.01% 1089
2022
Q1
$73K Buy
3,028
+144
+5% +$3.47K ﹤0.01% 1194
2021
Q4
$47K Buy
2,884
+52
+2% +$847 ﹤0.01% 1367
2021
Q3
$53K Sell
2,832
-330
-10% -$6.18K ﹤0.01% 1272
2021
Q2
$48K Buy
3,162
+752
+31% +$11.4K ﹤0.01% 1288
2021
Q1
$35K Buy
2,410
+527
+28% +$7.65K ﹤0.01% 1342
2020
Q4
$17K Sell
1,883
-1,361
-42% -$12.3K ﹤0.01% 1518
2020
Q3
$25K Buy
3,244
+117
+4% +$902 ﹤0.01% 1276
2020
Q2
$24K Buy
3,127
+386
+14% +$2.96K ﹤0.01% 1265
2020
Q1
$6K Sell
2,741
-1,743
-39% -$3.82K ﹤0.01% 1641
2019
Q4
$97K Buy
4,484
+811
+22% +$17.5K 0.01% 721
2019
Q3
$62K Buy
3,673
+2,453
+201% +$41.4K 0.01% 846
2019
Q2
$30K Sell
1,220
-2,704
-69% -$66.5K ﹤0.01% 1076
2019
Q1
$121K Sell
3,924
-923
-19% -$28.5K 0.01% 559
2018
Q4
$142K Sell
4,847
-3,132
-39% -$91.8K 0.01% 464
2018
Q3
$308K Buy
7,979
+795
+11% +$30.7K 0.03% 305
2018
Q2
$263K Buy
7,184
+1,625
+29% +$59.5K 0.03% 333
2018
Q1
$189K Buy
+5,559
New +$189K 0.02% 353
2016
Q4
Sell
-1,723
Closed -$47K 1077
2016
Q3
$47K Sell
1,723
-434
-20% -$11.8K 0.01% 548
2016
Q2
$58K Buy
+2,157
New +$58K 0.01% 440
2015
Q3
Sell
-104
Closed -$4K 1342
2015
Q2
$4K Hold
104
﹤0.01% 796
2015
Q1
$4K Hold
104
﹤0.01% 705
2014
Q4
$4K Buy
+104
New +$4K ﹤0.01% 664
2014
Q3
Sell
-30
Closed -$2K 874
2014
Q2
$2K Sell
30
-20
-40% -$1.33K ﹤0.01% 719
2014
Q1
$3K Buy
+50
New +$3K ﹤0.01% 588