Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$195K Sell
4,247
-384
-8% -$17.6K ﹤0.01% 937
2025
Q1
$201K Sell
4,631
-456
-9% -$19.8K ﹤0.01% 850
2024
Q4
$203K Buy
5,087
+5,013
+6,774% +$200K ﹤0.01% 946
2024
Q3
$2K Buy
74
+23
+45% +$622 ﹤0.01% 2044
2024
Q2
$1K Sell
51
-313
-86% -$6.14K ﹤0.01% 2236
2024
Q1
$8K Buy
364
+213
+141% +$4.68K ﹤0.01% 1913
2023
Q4
$2K Buy
+151
New +$2K ﹤0.01% 2175
2023
Q3
Hold
0
4103
2023
Q2
Hold
0
4134
2023
Q1
Hold
0
4178
2022
Q4
Sell
-6
Closed 4245
2022
Q3
$0 Sell
6
-696
-99% ﹤0.01% 4330
2022
Q2
$8K Sell
702
-1,791
-72% -$20.4K ﹤0.01% 2039
2022
Q1
$42K Buy
2,493
+2,348
+1,619% +$39.6K ﹤0.01% 1811
2021
Q4
$6K Buy
+145
New +$6K ﹤0.01% 2568
2021
Q3
Sell
-1,173
Closed -$53K 3825
2021
Q2
$53K Buy
+1,173
New +$53K ﹤0.01% 1992
2021
Q1
Hold
0
3773
2020
Q4
Sell
-524
Closed -$16K 3448
2020
Q3
$16K Buy
524
+479
+1,064% +$14.6K ﹤0.01% 1645
2020
Q2
$2K Buy
45
+32
+246% +$1.42K ﹤0.01% 1847
2020
Q1
$0 Buy
13
+6
+86% ﹤0.01% 3139
2019
Q4
$0 Sell
7
-14
-67% ﹤0.01% 3046
2019
Q3
$1K Sell
21
-17
-45% -$810 ﹤0.01% 1737
2019
Q2
$2K Sell
38
-181
-83% -$9.53K ﹤0.01% 1655
2019
Q1
$11K Buy
+219
New +$11K ﹤0.01% 1423
2018
Q4
Hold
0
2970
2018
Q3
Sell
-544
Closed -$32K 3032
2018
Q2
$32K Sell
544
-304
-36% -$17.9K ﹤0.01% 1391
2018
Q1
$55K Buy
848
+104
+14% +$6.75K ﹤0.01% 1107
2017
Q4
$71K Sell
744
-171
-19% -$16.3K ﹤0.01% 1079
2017
Q3
$95K Buy
915
+857
+1,478% +$89K ﹤0.01% 862
2017
Q2
$5K Sell
58
-18
-24% -$1.55K ﹤0.01% 1618
2017
Q1
$7K Sell
76
-172
-69% -$15.8K ﹤0.01% 1533
2016
Q4
$23K Sell
248
-3,851
-94% -$357K ﹤0.01% 1170
2016
Q3
$356K Buy
4,099
+3,305
+416% +$287K 0.02% 375
2016
Q2
$76K Sell
794
-66
-8% -$6.32K 0.01% 796
2016
Q1
$91K Buy
+860
New +$91K 0.01% 663
2015
Q4
Hold
0
2675
2015
Q3
Sell
-162
Closed -$20K 2679
2015
Q2
$20K Buy
162
+17
+12% +$2.1K ﹤0.01% 1186
2015
Q1
$19K Sell
145
-193
-57% -$25.3K ﹤0.01% 1113
2014
Q4
$35K Buy
+338
New +$35K ﹤0.01% 757