Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.2K Sell
2,100
-618
-23% -$13.6K ﹤0.01% 6547
2025
Q1
$45.9K Sell
2,718
-1,216
-31% -$20.6K ﹤0.01% 6367
2024
Q4
$78.5K Sell
3,934
-966
-20% -$19.3K ﹤0.01% 5809
2024
Q3
$79.2K Sell
4,900
-700
-13% -$11.3K ﹤0.01% 5325
2024
Q2
$119K Hold
5,600
﹤0.01% 4929
2024
Q1
$124K Sell
5,600
-8,502
-60% -$189K ﹤0.01% 4971
2023
Q4
$238K Buy
14,102
+13,979
+11,365% +$236K ﹤0.01% 4489
2023
Q3
$2.75K Buy
+123
New +$2.75K ﹤0.01% 6504
2023
Q1
Sell
-236
Closed -$5.83K 8440
2022
Q4
$5.83K Buy
236
+182
+337% +$4.5K ﹤0.01% 7928
2022
Q3
$1K Sell
54
-989
-95% -$18.3K ﹤0.01% 8804
2022
Q2
$17K Buy
1,043
+90
+9% +$1.47K ﹤0.01% 6041
2022
Q1
$22K Buy
+953
New +$22K ﹤0.01% 6288
2021
Q4
Sell
-454
Closed -$13K 9086
2021
Q3
$13K Buy
454
+259
+133% +$7.42K ﹤0.01% 6513
2021
Q2
$5K Buy
195
+183
+1,525% +$4.69K ﹤0.01% 7418
2021
Q1
$0 Sell
12
-286
-96% ﹤0.01% 7886
2020
Q4
$7K Buy
+298
New +$7K ﹤0.01% 6643
2020
Q2
Sell
-702
Closed -$9K 7032
2020
Q1
$9K Buy
+702
New +$9K ﹤0.01% 6060
2019
Q3
Sell
-1,351
Closed -$24K 6980
2019
Q2
$24K Sell
1,351
-32
-2% -$568 ﹤0.01% 5615
2019
Q1
$28K Buy
1,383
+180
+15% +$3.64K ﹤0.01% 5169
2018
Q4
$20K Buy
+1,203
New +$20K ﹤0.01% 5860
2018
Q2
Sell
-293
Closed -$5K 7004
2018
Q1
$5K Sell
293
-253
-46% -$4.32K ﹤0.01% 6320
2017
Q4
$9K Sell
546
-638
-54% -$10.5K ﹤0.01% 6097
2017
Q3
$14K Sell
1,184
-343
-22% -$4.06K ﹤0.01% 5781
2017
Q2
$22K Buy
1,527
+75
+5% +$1.08K ﹤0.01% 5281
2017
Q1
$19K Buy
+1,452
New +$19K ﹤0.01% 5246
2016
Q4
Sell
-83
Closed -$1K 6738
2016
Q3
$1K Sell
83
-1,365
-94% -$16.4K ﹤0.01% 6551
2016
Q2
$21K Buy
1,448
+672
+87% +$9.75K ﹤0.01% 5379
2016
Q1
$12K Sell
776
-1,186
-60% -$18.3K ﹤0.01% 5688
2015
Q4
$32K Buy
1,962
+399
+26% +$6.51K ﹤0.01% 5135
2015
Q3
$19K Buy
1,563
+747
+92% +$9.08K ﹤0.01% 5475
2015
Q2
$11K Sell
816
-450
-36% -$6.07K ﹤0.01% 5910
2015
Q1
$21K Buy
+1,266
New +$21K ﹤0.01% 5338