Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Sell
70
-285
-80% -$4.07K ﹤0.01% 2223
2025
Q1
$5K Buy
355
+295
+492% +$4.16K ﹤0.01% 1921
2024
Q4
$1K Buy
+60
New +$1K ﹤0.01% 2235
2024
Q3
Hold
0
2543
2024
Q2
Sell
-591
Closed -$19K 2659
2024
Q1
$19K Buy
+591
New +$19K ﹤0.01% 1686
2023
Q4
Hold
0
2667
2023
Q3
Sell
-3,237
Closed -$134K 2555
2023
Q2
$134K Buy
+3,237
New +$134K ﹤0.01% 950
2023
Q1
Sell
-2,474
Closed -$79K 2592
2022
Q4
$79K Buy
+2,474
New +$79K ﹤0.01% 1114
2022
Q3
Hold
0
2941
2022
Q2
Sell
-755
Closed -$22K 2871
2022
Q1
$22K Sell
755
-1,131
-60% -$33K ﹤0.01% 2035
2021
Q4
$71K Sell
1,886
-10,729
-85% -$404K ﹤0.01% 1696
2021
Q3
$456K Buy
12,615
+1,009
+9% +$36.5K ﹤0.01% 888
2021
Q2
$426K Buy
11,606
+2,451
+27% +$90K ﹤0.01% 938
2021
Q1
$383K Sell
9,155
-4,137
-31% -$173K ﹤0.01% 800
2020
Q4
$507K Buy
13,292
+12,035
+957% +$459K ﹤0.01% 648
2020
Q3
$21K Sell
1,257
-267
-18% -$4.46K ﹤0.01% 1573
2020
Q2
$26K Buy
1,524
+1,188
+354% +$20.3K ﹤0.01% 1399
2020
Q1
$4K Sell
336
-713
-68% -$8.49K ﹤0.01% 1793
2019
Q4
$23K Sell
1,049
-23,359
-96% -$512K ﹤0.01% 1443
2019
Q3
$329K Buy
24,408
+24,203
+11,806% +$326K ﹤0.01% 511
2019
Q2
$3K Sell
205
-1,227
-86% -$18K ﹤0.01% 1596
2019
Q1
$21K Buy
+1,432
New +$21K ﹤0.01% 1292
2018
Q4
Sell
-2,455
Closed -$61K 2049
2018
Q3
$61K Buy
2,455
+1,747
+247% +$43.4K ﹤0.01% 1191
2018
Q2
$17K Buy
708
+436
+160% +$10.5K ﹤0.01% 1558
2018
Q1
$6K Sell
272
-2,985
-92% -$65.8K ﹤0.01% 1665
2017
Q4
$71K Sell
3,257
-2,931
-47% -$63.9K ﹤0.01% 1076
2017
Q3
$147K Sell
6,188
-2,771
-31% -$65.8K 0.01% 742
2017
Q2
$141K Buy
+8,959
New +$141K 0.01% 769
2017
Q1
Hold
0
2000
2016
Q4
Hold
0
1889
2016
Q3
Sell
-240
Closed -$2K 1806
2016
Q2
$2K Buy
+240
New +$2K ﹤0.01% 1528
2015
Q4
Hold
0
1887
2015
Q3
Sell
-2,556
Closed -$33K 1954
2015
Q2
$33K Buy
2,556
+2,117
+482% +$27.3K ﹤0.01% 1027
2015
Q1
$4K Sell
439
-797
-64% -$7.26K ﹤0.01% 1434
2014
Q4
$15K Buy
+1,236
New +$15K ﹤0.01% 945