Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$188K Sell
2,622
-387
-13% -$27.8K ﹤0.01% 610
2025
Q1
$204K Sell
3,009
-2,979
-50% -$202K ﹤0.01% 577
2024
Q4
$366K Buy
5,988
+367
+7% +$22.4K 0.01% 454
2024
Q3
$322K Sell
5,621
-241
-4% -$13.8K 0.01% 483
2024
Q2
$293K Sell
5,862
-264
-4% -$13.2K ﹤0.01% 483
2024
Q1
$350K Buy
6,126
+1,078
+21% +$61.6K 0.01% 463
2023
Q4
$231K Buy
5,048
+2,134
+73% +$97.5K ﹤0.01% 550
2023
Q3
$130K Buy
2,914
+64
+2% +$2.86K ﹤0.01% 646
2023
Q2
$134K Buy
2,850
+24
+0.8% +$1.13K ﹤0.01% 649
2023
Q1
$140K Sell
2,826
-229
-7% -$11.3K ﹤0.01% 633
2022
Q4
$137K Sell
3,055
-2,942
-49% -$132K ﹤0.01% 644
2022
Q3
$263K Sell
5,997
-758
-11% -$33.2K ﹤0.01% 538
2022
Q2
$320K Sell
6,755
-154
-2% -$7.3K 0.01% 533
2022
Q1
$396K Sell
6,909
-30
-0.4% -$1.72K 0.01% 514
2021
Q4
$314K Buy
+6,939
New +$314K ﹤0.01% 577
2017
Q2
Sell
-10,132
Closed -$299K 328
2017
Q1
$299K Hold
10,132
0.01% 286
2016
Q4
$350K Sell
10,132
-671
-6% -$23.2K 0.01% 268
2016
Q3
$321K Sell
10,803
-1,414
-12% -$42K 0.01% 283
2016
Q2
$449K Sell
12,217
-44,363
-78% -$1.63M 0.02% 243
2016
Q1
$2.16M Buy
56,580
+46,190
+445% +$1.77M 0.09% 141
2015
Q4
$435K Sell
10,390
-1,225
-11% -$51.3K 0.02% 246
2015
Q3
$419K Sell
11,615
-2,025
-15% -$73.1K 0.02% 209
2015
Q2
$495 Sell
13,640
-55,778
-80% -$2.02K 0.02% 211
2015
Q1
$2.66K Buy
69,418
+60,648
+692% +$2.32K 0.12% 128
2014
Q4
$282K Buy
+8,770
New +$282K 0.01% 258
2014
Q2
Sell
-11,890
Closed -$259K 316
2014
Q1
$259K Sell
11,890
-11,960
-50% -$261K 0.01% 267
2013
Q4
$472 Sell
23,850
-194,228
-89% -$3.84K 0.03% 212
2013
Q3
$4.4K Buy
+218,078
New +$4.4K 0.25% 88