Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Sell
28,001
-40,376
-59% -$163K ﹤0.01% 1135
2025
Q1
$307K Buy
68,377
+8,295
+14% +$37.2K ﹤0.01% 720
2024
Q4
$119K Buy
60,082
+55,620
+1,247% +$110K ﹤0.01% 1121
2024
Q3
$8K Sell
4,462
-176
-4% -$316 ﹤0.01% 1772
2024
Q2
$7K Buy
4,638
+4,632
+77,200% +$6.99K ﹤0.01% 1908
2024
Q1
$0 Sell
6
-4,384
-100% ﹤0.01% 4230
2023
Q4
$7K Sell
4,390
-1,365
-24% -$2.18K ﹤0.01% 1929
2023
Q3
$9K Buy
+5,755
New +$9K ﹤0.01% 1686
2023
Q2
Sell
-11,140
Closed -$20K 4247
2023
Q1
$20K Buy
11,140
+3,939
+55% +$7.07K ﹤0.01% 1542
2022
Q4
$13K Sell
7,201
-13,828
-66% -$25K ﹤0.01% 1756
2022
Q3
$29K Buy
21,029
+11,226
+115% +$15.5K ﹤0.01% 1622
2022
Q2
$15K Buy
9,803
+3,366
+52% +$5.15K ﹤0.01% 1852
2022
Q1
$11K Sell
6,437
-6,846
-52% -$11.7K ﹤0.01% 2266
2021
Q4
$26K Buy
13,283
+4,998
+60% +$9.78K ﹤0.01% 2100
2021
Q3
$37K Hold
8,285
﹤0.01% 2089
2021
Q2
$37K Sell
8,285
-73,637
-90% -$329K ﹤0.01% 2113
2021
Q1
$0 Buy
81,922
+31,628
+63% ﹤0.01% 3856
2020
Q4
$145K Buy
50,294
+40,240
+400% +$116K ﹤0.01% 1149
2020
Q3
$34K Buy
10,054
+2,486
+33% +$8.41K ﹤0.01% 1452
2020
Q2
$26K Sell
7,568
-10,101
-57% -$34.7K ﹤0.01% 1408
2020
Q1
$58K Buy
17,669
+17,134
+3,203% +$56.2K ﹤0.01% 1161
2019
Q4
$2K Sell
535
-23,668
-98% -$88.5K ﹤0.01% 1785
2019
Q3
$55K Buy
+24,203
New +$55K ﹤0.01% 1054
2019
Q2
Sell
-6,651
Closed -$24K 3045
2019
Q1
$24K Sell
6,651
-2,362
-26% -$8.52K ﹤0.01% 1268
2018
Q4
$30K Buy
9,013
+4,534
+101% +$15.1K ﹤0.01% 1205
2018
Q3
$32K Buy
4,479
+3,697
+473% +$26.4K ﹤0.01% 1410
2018
Q2
$8K Buy
782
+480
+159% +$4.91K ﹤0.01% 1722
2018
Q1
$3K Buy
+302
New +$3K ﹤0.01% 1764
2017
Q4
Sell
-589
Closed -$2K 2924
2017
Q3
$2K Buy
+589
New +$2K ﹤0.01% 1636
2017
Q1
Sell
-161
Closed 2860
2016
Q4
$0 Buy
+161
New ﹤0.01% 2838
2016
Q3
Sell
-4,931
Closed -$25K 2813
2016
Q2
$25K Buy
4,931
+2,113
+75% +$10.7K ﹤0.01% 1089
2016
Q1
$17K Buy
+2,818
New +$17K ﹤0.01% 1154
2015
Q4
Sell
-5,105
Closed -$37K 2734
2015
Q3
$37K Sell
5,105
-2,687
-34% -$19.5K ﹤0.01% 1043
2015
Q2
$93K Buy
7,792
+5,250
+207% +$62.7K 0.01% 712
2015
Q1
$16K Sell
2,542
-300
-11% -$1.89K ﹤0.01% 1157
2014
Q4
$21K Buy
+2,842
New +$21K ﹤0.01% 876