Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Sell
18,303
-626
-3% -$6.7K ﹤0.01% 933
2025
Q1
$209K Buy
18,929
+6,826
+56% +$75.4K ﹤0.01% 832
2024
Q4
$152K Buy
12,103
+7,646
+172% +$96K ﹤0.01% 1047
2024
Q3
$38K Sell
4,457
-1,078
-19% -$9.19K ﹤0.01% 1354
2024
Q2
$45K Sell
5,535
-2,228
-29% -$18.1K ﹤0.01% 1393
2024
Q1
$69K Sell
7,763
-36,465
-82% -$324K ﹤0.01% 1313
2023
Q4
$419K Buy
+44,228
New +$419K ﹤0.01% 701
2023
Q3
Sell
-1,539
Closed -$11K 2579
2023
Q2
$11K Buy
+1,539
New +$11K ﹤0.01% 1721
2023
Q1
Sell
-445
Closed -$2K 2622
2022
Q4
$2K Sell
445
-1,251
-74% -$5.62K ﹤0.01% 2178
2022
Q3
$8K Sell
1,696
-2,333
-58% -$11K ﹤0.01% 2060
2022
Q2
$19K Sell
4,029
-14,566
-78% -$68.7K ﹤0.01% 1781
2022
Q1
$147K Buy
18,595
+16,380
+740% +$129K ﹤0.01% 1241
2021
Q4
$10K Sell
2,215
-14,371
-87% -$64.9K ﹤0.01% 2424
2021
Q3
$99K Hold
16,586
﹤0.01% 1677
2021
Q2
$96K Buy
+16,586
New +$96K ﹤0.01% 1720
2021
Q1
Hold
0
2704
2020
Q4
Hold
0
2502
2020
Q3
Sell
-1,238
Closed -$3K 2295
2020
Q2
$3K Sell
1,238
-11,713
-90% -$28.4K ﹤0.01% 1795
2020
Q1
$43K Buy
12,951
+3,931
+44% +$13.1K ﹤0.01% 1253
2019
Q4
$61K Buy
9,020
+4,910
+119% +$33.2K ﹤0.01% 1175
2019
Q3
$22K Buy
+4,110
New +$22K ﹤0.01% 1307
2019
Q2
Sell
-141
Closed -$1K 1983
2019
Q1
$1K Sell
141
-39
-22% -$277 ﹤0.01% 1690
2018
Q4
$2K Sell
180
-100
-36% -$1.11K ﹤0.01% 1690
2018
Q3
$3K Buy
280
+26
+10% +$279 ﹤0.01% 1819
2018
Q2
$3K Sell
254
-3,701
-94% -$43.7K ﹤0.01% 1853
2018
Q1
$72K Sell
3,955
-2,769
-41% -$50.4K ﹤0.01% 998
2017
Q4
$134K Buy
6,724
+1,575
+31% +$31.4K 0.01% 860
2017
Q3
$86K Buy
5,149
+1,828
+55% +$30.5K ﹤0.01% 895
2017
Q2
$58K Buy
3,321
+2,379
+253% +$41.5K ﹤0.01% 1048
2017
Q1
$17K Buy
+942
New +$17K ﹤0.01% 1340
2016
Q4
Sell
-844
Closed -$13K 1899
2016
Q3
$13K Buy
844
+309
+58% +$4.76K ﹤0.01% 1204
2016
Q2
$6K Buy
+535
New +$6K ﹤0.01% 1382