Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
19,390
+3,281
+20% +$44.6K ﹤0.01% 5305
2025
Q1
$184K Buy
16,109
+12,178
+310% +$139K ﹤0.01% 5363
2024
Q4
$48.6K Sell
3,931
-6,786
-63% -$83.9K ﹤0.01% 6098
2024
Q3
$111K Buy
10,717
+9,579
+842% +$99K ﹤0.01% 5096
2024
Q2
$10.6K Buy
1,138
+1,061
+1,378% +$9.92K ﹤0.01% 6526
2024
Q1
$859 Buy
+77
New +$859 ﹤0.01% 7162
2022
Q3
Sell
-1,058
Closed -$12K 9601
2022
Q2
$12K Sell
1,058
-510
-33% -$5.78K ﹤0.01% 6634
2022
Q1
$20K Buy
1,568
+14
+0.9% +$179 ﹤0.01% 6412
2021
Q4
$20K Buy
1,554
+201
+15% +$2.59K ﹤0.01% 6733
2021
Q3
$15K Buy
+1,353
New +$15K ﹤0.01% 6374
2020
Q4
Sell
-5,605
Closed -$53K 7574
2020
Q3
$53K Buy
5,605
+4,396
+364% +$41.6K ﹤0.01% 4756
2020
Q2
$10K Buy
+1,209
New +$10K ﹤0.01% 6166
2019
Q4
Sell
-1,695
Closed -$16K 7152
2019
Q3
$16K Buy
1,695
+753
+80% +$7.11K ﹤0.01% 5916
2019
Q2
$8K Sell
942
-17,468
-95% -$148K ﹤0.01% 6315
2019
Q1
$137K Buy
18,410
+16,137
+710% +$120K ﹤0.01% 4082
2018
Q4
$17K Buy
2,273
+286
+14% +$2.14K ﹤0.01% 5989
2018
Q3
$22K Buy
1,987
+1,829
+1,158% +$20.3K ﹤0.01% 5840
2018
Q2
$3K Buy
158
+28
+22% +$532 ﹤0.01% 6711
2018
Q1
$2K Sell
130
-417
-76% -$6.42K ﹤0.01% 6644
2017
Q4
$11K Buy
547
+318
+139% +$6.4K ﹤0.01% 5990
2017
Q3
$5K Sell
229
-1,183
-84% -$25.8K ﹤0.01% 6309
2017
Q2
$27K Buy
1,412
+930
+193% +$17.8K ﹤0.01% 5144
2017
Q1
$10K Buy
+482
New +$10K ﹤0.01% 5694
2016
Q4
Sell
-1,185
Closed -$24K 6871
2016
Q3
$24K Buy
+1,185
New +$24K ﹤0.01% 5264
2016
Q2
Sell
-1,426
Closed -$20K 6896
2016
Q1
$20K Sell
1,426
-1,744
-55% -$24.5K ﹤0.01% 5375
2015
Q4
$47K Buy
3,170
+3,126
+7,105% +$46.3K ﹤0.01% 4796
2015
Q3
$0 Sell
44
-1,076
-96% ﹤0.01% 6924
2015
Q2
$12K Buy
+1,120
New +$12K ﹤0.01% 5863
2015
Q1
Sell
-2,357
Closed -$29K 6766
2014
Q4
$29K Buy
+2,357
New +$29K ﹤0.01% 5186