Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Buy
16,242
+10,711
+194% +$92.7K ﹤0.01% 2097
2025
Q1
$48.7K Sell
5,531
-28,054
-84% -$247K ﹤0.01% 2248
2024
Q4
$305K Buy
33,585
+14,204
+73% +$129K 0.01% 1390
2024
Q3
$175K Sell
19,381
-5,722
-23% -$51.7K ﹤0.01% 1749
2024
Q2
$208K Buy
25,103
+21,472
+591% +$178K ﹤0.01% 2044
2024
Q1
$29.7K Sell
3,631
-38,413
-91% -$315K ﹤0.01% 2661
2023
Q4
$329K Buy
42,044
+21,130
+101% +$165K ﹤0.01% 1706
2023
Q3
$142K Buy
20,914
+18,122
+649% +$123K ﹤0.01% 1702
2023
Q2
$23.8K Sell
2,792
-1,015
-27% -$8.65K ﹤0.01% 3206
2023
Q1
$29K Sell
3,807
-150
-4% -$1.14K ﹤0.01% 3011
2022
Q4
$28K Sell
3,957
-9,048
-70% -$64K ﹤0.01% 2800
2022
Q3
$95K Buy
13,005
+8,035
+162% +$58.7K ﹤0.01% 2601
2022
Q2
$32K Buy
4,970
+896
+22% +$5.77K ﹤0.01% 3293
2022
Q1
$30K Sell
4,074
-4,734
-54% -$34.9K ﹤0.01% 3133
2021
Q4
$68K Sell
8,808
-8,806
-50% -$68K ﹤0.01% 2509
2021
Q3
$120K Sell
17,614
-5,826
-25% -$39.7K ﹤0.01% 2233
2021
Q2
$158K Buy
23,440
+6,130
+35% +$41.3K ﹤0.01% 2091
2021
Q1
$106K Sell
17,310
-1,561
-8% -$9.56K ﹤0.01% 2546
2020
Q4
$100K Sell
18,871
-36,206
-66% -$192K ﹤0.01% 2339
2020
Q3
$247K Sell
55,077
-32,009
-37% -$144K ﹤0.01% 2370
2020
Q2
$437K Buy
87,086
+86,335
+11,496% +$433K 0.02% 1142
2020
Q1
$4K Sell
751
-7,619
-91% -$40.6K ﹤0.01% 2339
2019
Q4
$58K Sell
8,370
-16,995
-67% -$118K ﹤0.01% 1241
2019
Q3
$176K Sell
25,365
-23,016
-48% -$160K 0.01% 1063
2019
Q2
$323K Sell
48,381
-37,016
-43% -$247K 0.02% 653
2019
Q1
$572K Sell
85,397
-10,240
-11% -$68.6K 0.03% 517
2018
Q4
$559K Buy
95,637
+78,627
+462% +$460K 0.04% 389
2018
Q3
$100K Sell
17,010
-79,520
-82% -$467K 0.01% 1343
2018
Q2
$544K Buy
+96,530
New +$544K 0.03% 601
2018
Q1
Sell
-751
Closed -$4K 3200
2017
Q4
$4K Sell
751
-4,977
-87% -$26.5K ﹤0.01% 2961
2017
Q3
$34K Buy
+5,728
New +$34K ﹤0.01% 2315
2017
Q2
Sell
-4,196
Closed -$25K 2642
2017
Q1
$25K Sell
4,196
-32,107
-88% -$191K ﹤0.01% 1140
2016
Q4
$220K Buy
36,303
+1,141
+3% +$6.92K 0.02% 597
2016
Q3
$215K Buy
35,162
+34,411
+4,582% +$210K 0.02% 442
2016
Q2
$4K Sell
751
-9,608
-93% -$51.2K ﹤0.01% 3489
2016
Q1
$58K Buy
10,359
+6,628
+178% +$37.1K 0.01% 702
2015
Q4
$20K Buy
+3,731
New +$20K ﹤0.01% 1280
2015
Q3
Sell
-17,656
Closed -$87K 3934
2015
Q2
$87K Buy
+17,656
New +$87K 0.01% 950
2015
Q1
Sell
-28,631
Closed -$142K 4363
2014
Q4
$142K Buy
28,631
+28,383
+11,445% +$141K 0.01% 433
2014
Q3
$1K Sell
248
-39,741
-99% -$160K ﹤0.01% 4038
2014
Q2
$172K Buy
+39,989
New +$172K 0.02% 655
2014
Q1
Hold
0
4394
2013
Q3
Sell
-25,771
Closed -$103K 4527
2013
Q2
$103K Buy
+25,771
New +$103K 0.01% 492