Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
7,796
+7,696
+7,696% +$242K 0.01% 1593
2025
Q1
$3.5K Sell
100
-732
-88% -$25.6K ﹤0.01% 4400
2024
Q4
$35.4K Sell
832
-68
-8% -$2.89K ﹤0.01% 2792
2024
Q3
$19.1K Sell
900
-6,297
-87% -$134K ﹤0.01% 3262
2024
Q2
$145K Buy
7,197
+164
+2% +$3.3K ﹤0.01% 2322
2024
Q1
$139K Buy
7,033
+12
+0.2% +$238 ﹤0.01% 1643
2023
Q4
$121K Sell
7,021
-9,306
-57% -$160K ﹤0.01% 2504
2023
Q3
$200K Buy
16,327
+188
+1% +$2.3K 0.01% 1434
2023
Q2
$240K Buy
16,139
+15,733
+3,875% +$234K 0.01% 1414
2023
Q1
$4K Sell
406
-17,392
-98% -$171K ﹤0.01% 5117
2022
Q4
$164K Buy
17,798
+9,297
+109% +$85.7K 0.01% 1439
2022
Q3
$53K Buy
8,501
+1,131
+15% +$7.05K ﹤0.01% 3121
2022
Q2
$24K Buy
7,370
+3,704
+101% +$12.1K ﹤0.01% 3621
2022
Q1
$17K Sell
3,666
-16,153
-82% -$74.9K ﹤0.01% 3716
2021
Q4
$75K Buy
19,819
+12,540
+172% +$47.5K ﹤0.01% 2443
2021
Q3
$34K Buy
+7,279
New +$34K ﹤0.01% 3273
2021
Q2
Sell
-114
Closed 5897
2021
Q1
$0 Buy
+114
New ﹤0.01% 5778
2020
Q4
Sell
-28,515
Closed -$102K 5454
2020
Q3
$102K Buy
28,515
+27,916
+4,660% +$99.9K ﹤0.01% 3137
2020
Q2
$3K Sell
599
-33,413
-98% -$167K ﹤0.01% 4440
2020
Q1
$141K Buy
+34,012
New +$141K 0.01% 878
2019
Q4
Sell
-5,723
Closed -$53K 4484
2019
Q3
$53K Buy
5,723
+2,858
+100% +$26.5K ﹤0.01% 1763
2019
Q2
$52K Buy
+2,865
New +$52K ﹤0.01% 1554
2018
Q3
Sell
-39,219
Closed -$533K 4306
2018
Q2
$533K Buy
39,219
+31,744
+425% +$431K 0.03% 618
2018
Q1
$162K Buy
+7,475
New +$162K 0.01% 985
2017
Q4
Sell
-800
Closed -$18K 4175
2017
Q3
$18K Buy
+800
New +$18K ﹤0.01% 2799
2017
Q1
Sell
-100
Closed -$2K 4037
2016
Q4
$2K Sell
100
-970
-91% -$19.4K ﹤0.01% 3479
2016
Q3
$19K Buy
1,070
+970
+970% +$17.2K ﹤0.01% 1656
2016
Q2
$2K Buy
+100
New +$2K ﹤0.01% 3979
2015
Q3
Sell
-100
Closed -$3K 4934
2015
Q2
$3K Hold
100
﹤0.01% 3590
2015
Q1
$3K Hold
100
﹤0.01% 3611
2014
Q4
$3K Sell
100
-850
-89% -$25.5K ﹤0.01% 3170
2014
Q3
$35K Buy
950
+461
+94% +$17K ﹤0.01% 1839
2014
Q2
$16K Buy
+489
New +$16K ﹤0.01% 2002
2014
Q1
Sell
-1,010
Closed -$33K 5045
2013
Q4
$33K Buy
1,010
+797
+374% +$26K 0.01% 1793
2013
Q3
$4K Buy
+213
New +$4K ﹤0.01% 3828