Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.3K Buy
4,209
+293
+7% +$5.31K ﹤0.01% 2610
2025
Q1
$56.1K Sell
3,916
-408
-9% -$5.85K ﹤0.01% 2151
2024
Q4
$98.3K Buy
4,324
+1,198
+38% +$27.2K ﹤0.01% 2148
2024
Q3
$93K Sell
3,126
-7,717
-71% -$230K ﹤0.01% 2291
2024
Q2
$426K Buy
10,843
+7,938
+273% +$312K 0.01% 1469
2024
Q1
$154K Sell
2,905
-3,767
-56% -$200K ﹤0.01% 1578
2023
Q4
$376K Buy
6,672
+2,789
+72% +$157K ﹤0.01% 1606
2023
Q3
$179K Buy
3,883
+3,157
+435% +$146K 0.01% 1506
2023
Q2
$34K Sell
726
-1,059
-59% -$49.6K ﹤0.01% 2888
2023
Q1
$80K Buy
1,785
+1,602
+875% +$71.8K ﹤0.01% 2068
2022
Q4
$8K Sell
183
-6,181
-97% -$270K ﹤0.01% 4433
2022
Q3
$223K Buy
6,364
+4,870
+326% +$171K ﹤0.01% 1828
2022
Q2
$45K Sell
1,494
-10,423
-87% -$314K ﹤0.01% 2989
2022
Q1
$546K Buy
11,917
+8,835
+287% +$405K 0.01% 1095
2021
Q4
$121K Buy
3,082
+2,301
+295% +$90.3K ﹤0.01% 2110
2021
Q3
$32K Sell
781
-872
-53% -$35.7K ﹤0.01% 3315
2021
Q2
$79K Sell
1,653
-5,848
-78% -$279K ﹤0.01% 2620
2021
Q1
$324K Sell
7,501
-3,101
-29% -$134K 0.01% 1614
2020
Q4
$311K Sell
10,602
-82,230
-89% -$2.41M 0.01% 1363
2020
Q3
$1.81M Buy
92,832
+81,016
+686% +$1.58M 0.02% 461
2020
Q2
$278K Buy
11,816
+9,023
+323% +$212K 0.01% 1512
2020
Q1
$46K Buy
+2,793
New +$46K ﹤0.01% 1325
2019
Q4
Sell
-8
Closed 4130
2019
Q3
$0 Sell
8
-347
-98% ﹤0.01% 4391
2019
Q2
$7K Buy
+355
New +$7K ﹤0.01% 2778
2019
Q1
Sell
-40
Closed -$1K 4144
2018
Q4
$1K Buy
+40
New +$1K ﹤0.01% 3634
2018
Q3
Sell
-2,324
Closed -$59K 4115
2018
Q2
$59K Buy
2,324
+229
+11% +$5.81K ﹤0.01% 1751
2018
Q1
$45K Buy
+2,095
New +$45K ﹤0.01% 1731
2017
Q4
Sell
-3,174
Closed -$144K 3906
2017
Q3
$144K Buy
3,174
+3,042
+2,305% +$138K 0.01% 1020
2017
Q2
$8K Buy
132
+89
+207% +$5.39K ﹤0.01% 1730
2017
Q1
$2K Sell
43
-8,981
-100% -$418K ﹤0.01% 2649
2016
Q4
$407K Buy
9,024
+7,749
+608% +$349K 0.04% 403
2016
Q3
$46K Buy
1,275
+1,138
+831% +$41.1K ﹤0.01% 1195
2016
Q2
$5K Sell
137
-693
-83% -$25.3K ﹤0.01% 3401
2016
Q1
$59K Buy
+830
New +$59K 0.01% 698
2015
Q4
Sell
-1,098
Closed -$70K 4893
2015
Q3
$70K Sell
1,098
-4,775
-81% -$304K 0.01% 791
2015
Q2
$509K Buy
5,873
+983
+20% +$85.2K 0.05% 140
2015
Q1
$450K Buy
4,890
+4,558
+1,373% +$419K 0.06% 189
2014
Q4
$28K Sell
332
-9,158
-97% -$772K ﹤0.01% 1378
2014
Q3
$488K Buy
9,490
+9,208
+3,265% +$473K 0.05% 263
2014
Q2
$16K Sell
282
-10
-3% -$567 ﹤0.01% 1986
2014
Q1
$12K Sell
292
-672
-70% -$27.6K ﹤0.01% 2431
2013
Q4
$51K Buy
964
+474
+97% +$25.1K 0.01% 1376
2013
Q3
$24K Buy
490
+482
+6,025% +$23.6K ﹤0.01% 2543
2013
Q2
$0 Buy
+8
New ﹤0.01% 3961