Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4057
2025
Q1
Hold
0
4007
2024
Q4
Sell
-9,048
Closed -$12K 4014
2024
Q3
$12K Sell
9,048
-2,264
-20% -$3K ﹤0.01% 1675
2024
Q2
$9K Buy
11,312
+10,312
+1,031% +$8.2K ﹤0.01% 1855
2024
Q1
$0 Buy
+1,000
New ﹤0.01% 4000
2023
Q4
Hold
0
4043
2023
Q3
Hold
0
3991
2023
Q2
Hold
0
4023
2023
Q1
Sell
-12,704
Closed -$19K 4068
2022
Q4
$19K Buy
+12,704
New +$19K ﹤0.01% 1621
2022
Q3
Hold
0
4233
2022
Q2
Hold
0
4201
2022
Q1
Hold
0
4242
2021
Q4
Sell
-19,866
Closed -$46K 4254
2021
Q3
$46K Sell
19,866
-1,874
-9% -$4.34K ﹤0.01% 2003
2021
Q2
$51K Sell
21,740
-8,610
-28% -$20.2K ﹤0.01% 2008
2021
Q1
$105K Buy
30,350
+4,844
+19% +$16.8K ﹤0.01% 1409
2020
Q4
$44K Buy
25,506
+25,074
+5,804% +$43.3K ﹤0.01% 1586
2020
Q3
$0 Buy
432
+340
+370% ﹤0.01% 3200
2020
Q2
$0 Buy
92
+78
+557% ﹤0.01% 3096
2020
Q1
$0 Buy
+14
New ﹤0.01% 3062
2019
Q4
Sell
-388
Closed -$1K 2968
2019
Q3
$1K Sell
388
-100
-20% -$258 ﹤0.01% 1735
2019
Q2
$1K Buy
488
+399
+448% +$818 ﹤0.01% 1690
2019
Q1
$0 Buy
+89
New ﹤0.01% 2890
2018
Q4
Sell
-345
Closed -$2K 2900
2018
Q3
$2K Buy
+345
New +$2K ﹤0.01% 1882
2018
Q2
Sell
-2,288
Closed -$13K 2952
2018
Q1
$13K Buy
+2,288
New +$13K ﹤0.01% 1520
2017
Q4
Sell
-22,607
Closed -$176K 2789
2017
Q3
$176K Buy
22,607
+21,873
+2,980% +$170K 0.01% 686
2017
Q2
$5K Sell
734
-55,027
-99% -$375K ﹤0.01% 1615
2017
Q1
$488K Buy
55,761
+6,387
+13% +$55.9K 0.02% 452
2016
Q4
$432K Buy
49,374
+6,493
+15% +$56.8K 0.03% 361
2016
Q3
$433K Buy
42,881
+36,168
+539% +$365K 0.03% 324
2016
Q2
$56K Buy
+6,713
New +$56K ﹤0.01% 883
2016
Q1
Sell
-962
Closed -$15K 2593
2015
Q4
$15K Sell
962
-1,117
-54% -$17.4K ﹤0.01% 1240
2015
Q3
$24K Sell
2,079
-3,023
-59% -$34.9K ﹤0.01% 1178
2015
Q2
$91K Buy
+5,102
New +$91K 0.01% 715
2015
Q1
Hold
0
2423
2014
Q4
Hold
0
2010