Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
22,594
-999
-4% -$10.7K ﹤0.01% 5360
2025
Q1
$197K Sell
23,593
-3,033
-11% -$25.3K ﹤0.01% 5328
2024
Q4
$294K Sell
26,626
-1,228
-4% -$13.6K ﹤0.01% 5030
2024
Q3
$304K Buy
27,854
+6,387
+30% +$69.7K ﹤0.01% 4403
2024
Q2
$209K Buy
21,467
+1,720
+9% +$16.8K ﹤0.01% 4516
2024
Q1
$220K Buy
19,747
+3,949
+25% +$44K ﹤0.01% 4653
2023
Q4
$220K Buy
15,798
+832
+6% +$11.6K ﹤0.01% 4548
2023
Q3
$142K Buy
14,966
+14,862
+14,290% +$141K ﹤0.01% 4502
2023
Q2
$972 Sell
104
-579
-85% -$5.41K ﹤0.01% 6968
2023
Q1
$2.83K Sell
683
-816
-54% -$3.39K ﹤0.01% 7331
2022
Q4
$6.16K Buy
1,499
+1,457
+3,469% +$5.99K ﹤0.01% 7879
2022
Q3
$0 Sell
42
-2,239
-98% ﹤0.01% 9321
2022
Q2
$9K Sell
2,281
-845
-27% -$3.33K ﹤0.01% 7088
2022
Q1
$13K Sell
3,126
-546
-15% -$2.27K ﹤0.01% 6992
2021
Q4
$14K Buy
+3,672
New +$14K ﹤0.01% 7207
2021
Q3
Sell
-2,028
Closed -$12K 8453
2021
Q2
$12K Buy
2,028
+1,866
+1,152% +$11K ﹤0.01% 6775
2021
Q1
$1K Buy
+162
New +$1K ﹤0.01% 7720
2020
Q4
Sell
-3,184
Closed -$15K 7414
2020
Q3
$15K Sell
3,184
-2,038
-39% -$9.6K ﹤0.01% 5642
2020
Q2
$21K Buy
5,222
+4,348
+497% +$17.5K ﹤0.01% 5672
2020
Q1
$3K Buy
+874
New +$3K ﹤0.01% 6549
2019
Q3
Sell
-3,698
Closed -$16K 7032
2019
Q2
$16K Buy
3,698
+1,908
+107% +$8.26K ﹤0.01% 5887
2019
Q1
$3K Buy
1,790
+1,761
+6,072% +$2.95K ﹤0.01% 6495
2018
Q4
$0 Sell
29
-1,454
-98% ﹤0.01% 7098
2018
Q3
$5K Buy
1,483
+863
+139% +$2.91K ﹤0.01% 6557
2018
Q2
$2K Sell
620
-46
-7% -$148 ﹤0.01% 6791
2018
Q1
$2K Sell
666
-1,051
-61% -$3.16K ﹤0.01% 6622
2017
Q4
$7K Buy
+1,717
New +$7K ﹤0.01% 6247
2017
Q3
Sell
-220
Closed -$1K 6796
2017
Q2
$1K Sell
220
-300
-58% -$1.36K ﹤0.01% 6536
2017
Q1
$2K Buy
520
+80
+18% +$308 ﹤0.01% 6345
2016
Q4
$2K Buy
440
+176
+67% +$800 ﹤0.01% 6508
2016
Q3
$1K Sell
264
-387
-59% -$1.47K ﹤0.01% 6560
2016
Q2
$4K Sell
651
-192
-23% -$1.18K ﹤0.01% 6309
2016
Q1
$5K Buy
843
+23
+3% +$136 ﹤0.01% 6136
2015
Q4
$5K Buy
820
+491
+149% +$2.99K ﹤0.01% 6314
2015
Q3
$2K Buy
329
+59
+22% +$359 ﹤0.01% 6577
2015
Q2
$1K Sell
270
-803
-75% -$2.97K ﹤0.01% 6648
2015
Q1
$6K Buy
1,073
+480
+81% +$2.68K ﹤0.01% 6114
2014
Q4
$3K Buy
+593
New +$3K ﹤0.01% 6494