Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Sell
2,037
-861
-30% -$79K 0.01% 1843
2025
Q1
$255K Sell
2,898
-15,179
-84% -$1.34M 0.01% 1233
2024
Q4
$1.67M Buy
18,077
+17,228
+2,029% +$1.59M 0.03% 418
2024
Q3
$78.7K Buy
+849
New +$78.7K ﹤0.01% 2428
2024
Q2
Sell
-12,557
Closed -$1.08M 5725
2024
Q1
$1.08M Buy
12,557
+12,289
+4,585% +$1.06M 0.03% 483
2023
Q4
$18.5K Sell
268
-4,554
-94% -$315K ﹤0.01% 3697
2023
Q3
$264K Sell
4,822
-13,229
-73% -$724K 0.01% 1258
2023
Q2
$1.01M Buy
18,051
+17,022
+1,654% +$949K 0.03% 512
2023
Q1
$52K Buy
1,029
+611
+146% +$30.9K ﹤0.01% 2450
2022
Q4
$17K Buy
418
+323
+340% +$13.1K ﹤0.01% 3263
2022
Q3
$3K Sell
95
-585
-86% -$18.5K ﹤0.01% 5378
2022
Q2
$24K Sell
680
-8,480
-93% -$299K ﹤0.01% 3593
2022
Q1
$367K Buy
9,160
+9,092
+13,371% +$364K ﹤0.01% 1340
2021
Q4
$4K Sell
68
-7,522
-99% -$442K ﹤0.01% 5289
2021
Q3
$354K Buy
7,590
+6,993
+1,171% +$326K 0.01% 1246
2021
Q2
$30K Sell
597
-135
-18% -$6.78K ﹤0.01% 3480
2021
Q1
$34K Buy
+732
New +$34K ﹤0.01% 3444
2020
Q4
Sell
-827
Closed -$30K 5154
2020
Q3
$30K Buy
827
+606
+274% +$22K ﹤0.01% 3723
2020
Q2
$8K Sell
221
-1,346
-86% -$48.7K ﹤0.01% 4096
2020
Q1
$42K Buy
+1,567
New +$42K ﹤0.01% 1367
2019
Q4
Sell
-336
Closed -$12K 3659
2019
Q3
$12K Sell
336
-2,015
-86% -$72K ﹤0.01% 2814
2019
Q2
$77K Sell
2,351
-2,804
-54% -$91.8K 0.01% 1310
2019
Q1
$159K Buy
5,155
+3,954
+329% +$122K 0.01% 1229
2018
Q4
$32K Sell
1,201
-4,799
-80% -$128K ﹤0.01% 1592
2018
Q3
$196K Sell
6,000
-20,027
-77% -$654K 0.01% 991
2018
Q2
$920K Sell
26,027
-3,478
-12% -$123K 0.05% 380
2018
Q1
$1M Buy
+29,505
New +$1M 0.09% 192
2017
Q4
Hold
0
3597
2017
Q3
Sell
-3,791
Closed -$134K 3843
2017
Q2
$134K Buy
3,791
+3,361
+782% +$119K 0.02% 411
2017
Q1
$15K Sell
430
-2,667
-86% -$93K ﹤0.01% 1476
2016
Q4
$106K Buy
3,097
+2,445
+375% +$83.7K 0.01% 935
2016
Q3
$22K Buy
+652
New +$22K ﹤0.01% 1547
2016
Q1
Sell
-100
Closed -$3K 4218
2015
Q4
$3K Buy
+100
New +$3K ﹤0.01% 3406
2014
Q3
Sell
-600
Closed -$16K 4472
2014
Q2
$16K Buy
600
+200
+50% +$5.33K ﹤0.01% 1976
2014
Q1
$11K Sell
400
-2,308
-85% -$63.5K ﹤0.01% 2493
2013
Q4
$69K Buy
+2,708
New +$69K 0.01% 1121
2013
Q3
Sell
-500
Closed -$10K 4582
2013
Q2
$10K Buy
+500
New +$10K ﹤0.01% 2360