Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
27,310
+724
+3% +$2.7K ﹤0.01% 1170
2025
Q1
$109K Buy
26,586
+4,712
+22% +$19.3K ﹤0.01% 1051
2024
Q4
$47K Buy
+21,874
New +$47K ﹤0.01% 1429
2024
Q3
Hold
0
3972
2024
Q2
Hold
0
4026
2024
Q1
Sell
-423
Closed -$1K 4020
2023
Q4
$1K Buy
423
+383
+958% +$905 ﹤0.01% 2248
2023
Q3
$0 Buy
40
+30
+300% ﹤0.01% 4009
2023
Q2
$0 Sell
10
-6,434
-100% ﹤0.01% 4044
2023
Q1
$48K Buy
+6,444
New +$48K ﹤0.01% 1252
2022
Q4
Sell
-35,940
Closed -$208K 4164
2022
Q3
$208K Buy
35,940
+1,045
+3% +$6.05K ﹤0.01% 892
2022
Q2
$259K Buy
34,895
+6,800
+24% +$50.5K ﹤0.01% 772
2022
Q1
$331K Buy
28,095
+6,303
+29% +$74.3K ﹤0.01% 889
2021
Q4
$237K Sell
21,792
-7,180
-25% -$78.1K ﹤0.01% 1110
2021
Q3
$488K Hold
28,972
﹤0.01% 860
2021
Q2
$479K Sell
28,972
-6,703
-19% -$111K ﹤0.01% 887
2021
Q1
$767K Buy
35,675
+29,497
+477% +$634K ﹤0.01% 515
2020
Q4
$74K Buy
+6,178
New +$74K ﹤0.01% 1407
2020
Q3
Sell
-104
Closed -$1K 3216
2020
Q2
$1K Sell
104
-286
-73% -$2.75K ﹤0.01% 1891
2020
Q1
$2K Sell
390
-1,518
-80% -$7.79K ﹤0.01% 1901
2019
Q4
$25K Buy
1,908
+1,666
+688% +$21.8K ﹤0.01% 1423
2019
Q3
$4K Sell
242
-270
-53% -$4.46K ﹤0.01% 1622
2019
Q2
$10K Sell
512
-831
-62% -$16.2K ﹤0.01% 1451
2019
Q1
$29K Buy
1,343
+81
+6% +$1.75K ﹤0.01% 1231
2018
Q4
$35K Buy
+1,262
New +$35K ﹤0.01% 1165
2018
Q3
Sell
-2,016
Closed -$45K 2965
2018
Q2
$45K Sell
2,016
-1,228
-38% -$27.4K ﹤0.01% 1275
2018
Q1
$112K Sell
3,244
-9,632
-75% -$333K ﹤0.01% 863
2017
Q4
$440K Buy
12,876
+11,987
+1,348% +$410K 0.02% 455
2017
Q3
$48K Buy
889
+859
+2,863% +$46.4K ﹤0.01% 1076
2017
Q2
$3K Buy
+30
New +$3K ﹤0.01% 1683
2017
Q1
Hold
0
2753