Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Buy
3,649
+155
+4% +$6.33K ﹤0.01% 1046
2025
Q1
$158K Sell
3,494
-198
-5% -$8.94K ﹤0.01% 989
2024
Q4
$160K Sell
3,692
-50
-1% -$2.17K ﹤0.01% 972
2024
Q3
$170K Hold
3,742
﹤0.01% 952
2024
Q2
$154K Buy
3,742
+123
+3% +$5.06K ﹤0.01% 942
2024
Q1
$135K Sell
3,619
-3,685
-50% -$138K ﹤0.01% 1024
2023
Q4
$280K Sell
7,304
-1,041
-12% -$39.9K 0.01% 673
2023
Q3
$298K Buy
8,345
+272
+3% +$9.7K 0.01% 602
2023
Q2
$347K Sell
8,073
-328
-4% -$14.1K 0.01% 571
2023
Q1
$345K Buy
8,401
+7,273
+645% +$299K 0.01% 549
2022
Q4
$43.7K Buy
1,128
+369
+49% +$14.3K ﹤0.01% 1434
2022
Q3
$32K Sell
759
-138
-15% -$5.82K ﹤0.01% 1511
2022
Q2
$41K Sell
897
-70
-7% -$3.2K ﹤0.01% 1406
2022
Q1
$55K Buy
967
+151
+19% +$8.59K ﹤0.01% 1327
2021
Q4
$49K Buy
816
+326
+67% +$19.6K ﹤0.01% 1352
2021
Q3
$26K Buy
490
+205
+72% +$10.9K ﹤0.01% 1643
2021
Q2
$14K Buy
285
+142
+99% +$6.98K ﹤0.01% 1866
2021
Q1
$6K Sell
143
-133
-48% -$5.58K ﹤0.01% 2084
2020
Q4
$11K Buy
276
+47
+21% +$1.87K ﹤0.01% 1673
2020
Q3
$7K Sell
229
-457
-67% -$14K ﹤0.01% 1786
2020
Q2
$26K Sell
686
-554
-45% -$21K ﹤0.01% 1221
2020
Q1
$45K Sell
1,240
-548
-31% -$19.9K ﹤0.01% 924
2019
Q4
$83K Sell
1,788
-386
-18% -$17.9K 0.01% 778
2019
Q3
$105K Buy
2,174
+747
+52% +$36.1K 0.01% 626
2019
Q2
$64K Buy
1,427
+180
+14% +$8.07K 0.01% 809
2019
Q1
$57K Buy
1,247
+139
+13% +$6.35K ﹤0.01% 833
2018
Q4
$44K Buy
1,108
+379
+52% +$15.1K ﹤0.01% 893
2018
Q3
$29K Buy
729
+234
+47% +$9.31K ﹤0.01% 1070
2018
Q2
$19K Buy
495
+250
+102% +$9.6K ﹤0.01% 1193
2018
Q1
$9K Buy
+245
New +$9K ﹤0.01% 1273
2016
Q4
Sell
-380
Closed -$14K 1164
2016
Q3
$14K Hold
380
﹤0.01% 932
2016
Q2
$14K Buy
380
+253
+199% +$9.32K ﹤0.01% 831
2016
Q1
$5K Buy
127
+38
+43% +$1.5K ﹤0.01% 1016
2015
Q4
$3K Hold
89
﹤0.01% 1036
2015
Q3
$3K Buy
+89
New +$3K ﹤0.01% 969