Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Sell
27,893
-23,584
-46% -$625K ﹤0.01% 4570
2025
Q1
$1.57M Buy
51,477
+2,621
+5% +$80K ﹤0.01% 3861
2024
Q4
$2.1M Buy
48,856
+47,005
+2,539% +$2.02M ﹤0.01% 3681
2024
Q3
$41K Hold
1,851
﹤0.01% 5744
2024
Q2
$30.3K Sell
1,851
-29
-2% -$475 ﹤0.01% 5900
2024
Q1
$33.3K Hold
1,880
﹤0.01% 5521
2023
Q4
$36.4K Sell
1,880
-1,209
-39% -$23.4K ﹤0.01% 5528
2023
Q3
$37.1K Sell
3,089
-840
-21% -$10.1K ﹤0.01% 5347
2023
Q2
$60.6K Sell
3,929
-95
-2% -$1.47K ﹤0.01% 5307
2023
Q1
$32.4K Hold
4,024
﹤0.01% 5652
2022
Q4
$32.2K Hold
4,024
﹤0.01% 6000
2022
Q3
$27K Sell
4,024
-2,034
-34% -$13.6K ﹤0.01% 5903
2022
Q2
$26K Buy
+6,058
New +$26K ﹤0.01% 5521
2021
Q4
Sell
-980
Closed -$7K 9168
2021
Q3
$7K Sell
980
-1,744
-64% -$12.5K ﹤0.01% 7155
2021
Q2
$13K Buy
2,724
+1,963
+258% +$9.37K ﹤0.01% 6676
2021
Q1
$3K Sell
761
-1,789
-70% -$7.05K ﹤0.01% 7466
2020
Q4
$11K Buy
2,550
+1,124
+79% +$4.85K ﹤0.01% 6378
2020
Q3
$4K Buy
+1,426
New +$4K ﹤0.01% 6515
2020
Q2
Sell
-1,561
Closed -$5K 7107
2020
Q1
$5K Buy
+1,561
New +$5K ﹤0.01% 6359
2019
Q2
Sell
-9,823
Closed -$193K 7003
2019
Q1
$193K Buy
+9,823
New +$193K ﹤0.01% 3865
2018
Q2
Sell
-567
Closed -$33K 7043
2018
Q1
$33K Sell
567
-27
-5% -$1.57K ﹤0.01% 5155
2017
Q4
$30K Buy
594
+218
+58% +$11K ﹤0.01% 5268
2017
Q3
$15K Sell
376
-1,058
-74% -$42.2K ﹤0.01% 5738
2017
Q2
$46K Buy
1,434
+834
+139% +$26.8K ﹤0.01% 4793
2017
Q1
$21K Buy
600
+376
+168% +$13.2K ﹤0.01% 5186
2016
Q4
$6K Buy
+224
New +$6K ﹤0.01% 6174
2015
Q4
Sell
-2,313
Closed -$30K 6895
2015
Q3
$30K Buy
2,313
+595
+35% +$7.72K ﹤0.01% 5098
2015
Q2
$22K Buy
+1,718
New +$22K ﹤0.01% 5423
2015
Q1
Sell
-2,238
Closed -$21K 6694
2014
Q4
$21K Buy
+2,238
New +$21K ﹤0.01% 5495