Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Sell
49,468
-20,198
-29% -$70.1K ﹤0.01% 5574
2025
Q1
$261K Sell
69,666
-601
-0.9% -$2.25K ﹤0.01% 5130
2024
Q4
$317K Buy
70,267
+55,603
+379% +$251K ﹤0.01% 4994
2024
Q3
$66K Buy
14,664
+4,481
+44% +$20.2K ﹤0.01% 5447
2024
Q2
$68.5K Sell
10,183
-25,268
-71% -$170K ﹤0.01% 5302
2024
Q1
$239K Buy
35,451
+13,784
+64% +$93K ﹤0.01% 4584
2023
Q4
$149K Buy
21,667
+7,712
+55% +$53.2K ﹤0.01% 4764
2023
Q3
$106K Sell
13,955
-5,714
-29% -$43.2K ﹤0.01% 4694
2023
Q2
$180K Buy
19,669
+5,471
+39% +$50K ﹤0.01% 4524
2023
Q1
$134K Buy
14,198
+3,971
+39% +$37.5K ﹤0.01% 4625
2022
Q4
$80.2K Sell
10,227
-14,929
-59% -$117K ﹤0.01% 5175
2022
Q3
$339K Buy
25,156
+17,377
+223% +$234K ﹤0.01% 3685
2022
Q2
$148K Sell
7,779
-3,928
-34% -$74.7K ﹤0.01% 4149
2022
Q1
$267K Sell
11,707
-99,927
-90% -$2.28M ﹤0.01% 4185
2021
Q4
$3.1M Buy
111,634
+9,780
+10% +$271K ﹤0.01% 2517
2021
Q3
$2.61M Buy
101,854
+88,362
+655% +$2.27M ﹤0.01% 2551
2021
Q2
$347K Buy
13,492
+4,459
+49% +$115K ﹤0.01% 3981
2021
Q1
$154K Buy
9,033
+2,945
+48% +$50.2K ﹤0.01% 4665
2020
Q4
$93K Buy
6,088
+5,767
+1,797% +$88.1K ﹤0.01% 4755
2020
Q3
$5K Sell
321
-7,782
-96% -$121K ﹤0.01% 6411
2020
Q2
$94K Sell
8,103
-4,890
-38% -$56.7K ﹤0.01% 4536
2020
Q1
$126K Sell
12,993
-16,566
-56% -$161K ﹤0.01% 4232
2019
Q4
$399K Buy
29,559
+11,108
+60% +$150K ﹤0.01% 4076
2019
Q3
$216K Buy
18,451
+12,597
+215% +$147K ﹤0.01% 4304
2019
Q2
$84K Buy
5,854
+5,711
+3,994% +$81.9K ﹤0.01% 4652
2019
Q1
$2K Sell
143
-9,357
-98% -$131K ﹤0.01% 6585
2018
Q4
$96K Sell
9,500
-3,682
-28% -$37.2K ﹤0.01% 4703
2018
Q3
$145K Buy
13,182
+8,481
+180% +$93.3K ﹤0.01% 4435
2018
Q2
$39K Buy
4,701
+4,691
+46,910% +$38.9K ﹤0.01% 5281
2018
Q1
$0 Sell
10
-3,331
-100% ﹤0.01% 6898
2017
Q4
$26K Buy
3,341
+35
+1% +$272 ﹤0.01% 5383
2017
Q3
$25K Buy
3,306
+2,568
+348% +$19.4K ﹤0.01% 5396
2017
Q2
$5K Sell
738
-7,960
-92% -$53.9K ﹤0.01% 6159
2017
Q1
$47K Buy
8,698
+8,186
+1,599% +$44.2K ﹤0.01% 4670
2016
Q4
$3K Hold
512
﹤0.01% 6414
2016
Q3
$3K Sell
512
-2,885
-85% -$16.9K ﹤0.01% 6334
2016
Q2
$14K Buy
3,397
+2,885
+563% +$11.9K ﹤0.01% 5677
2016
Q1
$2K Hold
512
﹤0.01% 6418
2015
Q4
$2K Sell
512
-2,355
-82% -$9.2K ﹤0.01% 6576
2015
Q3
$18K Buy
2,867
+575
+25% +$3.61K ﹤0.01% 5525
2015
Q2
$21K Sell
2,292
-9,677
-81% -$88.7K ﹤0.01% 5451
2015
Q1
$113K Buy
11,969
+9,056
+311% +$85.5K ﹤0.01% 4113
2014
Q4
$25K Buy
+2,913
New +$25K ﹤0.01% 5296