Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Buy
16,110
+11,277
+233% +$284K ﹤0.01% 5000
2025
Q1
$96.3K Sell
4,833
-1,897
-28% -$37.8K ﹤0.01% 5807
2024
Q4
$177K Buy
6,730
+2,896
+76% +$76.1K ﹤0.01% 5328
2024
Q3
$102K Buy
3,834
+1,394
+57% +$36.9K ﹤0.01% 5167
2024
Q2
$57.8K Sell
2,440
-4,915
-67% -$116K ﹤0.01% 5438
2024
Q1
$177K Sell
7,355
-590
-7% -$14.2K ﹤0.01% 4796
2023
Q4
$147K Buy
7,945
+3,970
+100% +$73.4K ﹤0.01% 4773
2023
Q3
$56K Sell
3,975
-172
-4% -$2.42K ﹤0.01% 5097
2023
Q2
$78.3K Buy
4,147
+3,228
+351% +$61K ﹤0.01% 5139
2023
Q1
$19.4K Sell
919
-247
-21% -$5.21K ﹤0.01% 6016
2022
Q4
$21.5K Sell
1,166
-341
-23% -$6.27K ﹤0.01% 6396
2022
Q3
$27K Buy
1,507
+1,491
+9,319% +$26.7K ﹤0.01% 5925
2022
Q2
$0 Sell
16
-3,616
-100% ﹤0.01% 9800
2022
Q1
$101K Buy
3,632
+691
+23% +$19.2K ﹤0.01% 4906
2021
Q4
$61K Buy
2,941
+2,925
+18,281% +$60.7K ﹤0.01% 5645
2021
Q3
$0 Hold
16
﹤0.01% 8831
2021
Q2
$1K Sell
16
-1,267
-99% -$79.2K ﹤0.01% 8085
2021
Q1
$52K Sell
1,283
-481
-27% -$19.5K ﹤0.01% 5501
2020
Q4
$78K Buy
1,764
+1,262
+251% +$55.8K ﹤0.01% 4876
2020
Q3
$9K Sell
502
-1,691
-77% -$30.3K ﹤0.01% 6078
2020
Q2
$43K Buy
+2,193
New +$43K ﹤0.01% 5156
2020
Q1
Sell
-791
Closed -$22K 7266
2019
Q4
$22K Sell
791
-453
-36% -$12.6K ﹤0.01% 5759
2019
Q3
$25K Sell
1,244
-2,750
-69% -$55.3K ﹤0.01% 5650
2019
Q2
$60K Buy
3,994
+265
+7% +$3.98K ﹤0.01% 4906
2019
Q1
$46K Sell
3,729
-457
-11% -$5.64K ﹤0.01% 4802
2018
Q4
$53K Buy
4,186
+615
+17% +$7.79K ﹤0.01% 5149
2018
Q3
$63K Sell
3,571
-111
-3% -$1.96K ﹤0.01% 5100
2018
Q2
$77K Buy
3,682
+2,068
+128% +$43.2K ﹤0.01% 4756
2018
Q1
$33K Sell
1,614
-97
-6% -$1.98K ﹤0.01% 5162
2017
Q4
$61K Buy
1,711
+202
+13% +$7.2K ﹤0.01% 4752
2017
Q3
$30K Buy
1,509
+428
+40% +$8.51K ﹤0.01% 5271
2017
Q2
$8K Sell
1,081
-1,011
-48% -$7.48K ﹤0.01% 5981
2017
Q1
$15K Sell
2,092
-1,064
-34% -$7.63K ﹤0.01% 5435
2016
Q4
$13K Buy
3,156
+2,805
+799% +$11.6K ﹤0.01% 5816
2016
Q3
$3K Sell
351
-4,122
-92% -$35.2K ﹤0.01% 6366
2016
Q2
$49K Buy
4,473
+4,122
+1,174% +$45.2K ﹤0.01% 4684
2016
Q1
$5K Sell
351
-796
-69% -$11.3K ﹤0.01% 6153
2015
Q4
$30K Buy
1,147
+676
+144% +$17.7K ﹤0.01% 5199
2015
Q3
$7K Sell
471
-64
-12% -$951 ﹤0.01% 6123
2015
Q2
$41K Sell
535
-122
-19% -$9.35K ﹤0.01% 4915
2015
Q1
$48K Sell
657
-3,742
-85% -$273K ﹤0.01% 4696
2014
Q4
$315K Buy
+4,399
New +$315K ﹤0.01% 3489