Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
16,902
-1,501
-8% -$29.3K ﹤0.01% 1734
2025
Q1
$327K Buy
18,403
+1,235
+7% +$21.9K ﹤0.01% 1725
2024
Q4
$368K Buy
17,168
+15,464
+908% +$331K ﹤0.01% 1672
2024
Q3
$53.2K Sell
1,704
-309
-15% -$9.65K ﹤0.01% 2701
2024
Q2
$31.3K Sell
2,013
-1,023
-34% -$15.9K ﹤0.01% 2874
2024
Q1
$32.2K Sell
3,036
-472
-13% -$5K ﹤0.01% 2898
2023
Q4
$42.1K Buy
3,508
+1,716
+96% +$20.6K ﹤0.01% 2758
2023
Q3
$12.5K Hold
1,792
﹤0.01% 3074
2023
Q2
$15.2K Buy
1,792
+1,416
+377% +$12K ﹤0.01% 3074
2023
Q1
$3.44K Sell
376
-47
-11% -$430 ﹤0.01% 3618
2022
Q4
$4.83K Sell
423
-2,035
-83% -$23.2K ﹤0.01% 3508
2022
Q3
$42K Sell
2,458
-391
-14% -$6.68K ﹤0.01% 2632
2022
Q2
$61K Sell
2,849
-5,681
-67% -$122K ﹤0.01% 2469
2022
Q1
$315K Buy
8,530
+2,173
+34% +$80.2K ﹤0.01% 1739
2021
Q4
$289K Sell
6,357
-23,243
-79% -$1.06M ﹤0.01% 1804
2021
Q3
$1.88M Buy
29,600
+13,191
+80% +$836K ﹤0.01% 899
2021
Q2
$1.5M Buy
16,409
+11,815
+257% +$1.08M ﹤0.01% 1004
2021
Q1
$313K Buy
4,594
+4,158
+954% +$283K ﹤0.01% 1724
2020
Q4
$32K Hold
436
﹤0.01% 2678
2020
Q3
$17K Hold
436
﹤0.01% 2833
2020
Q2
$15K Buy
+436
New +$15K ﹤0.01% 2872
2020
Q1
Sell
-56
Closed -$1K 3606
2019
Q4
$1K Sell
56
-472
-89% -$8.43K ﹤0.01% 3492
2019
Q3
$12K Sell
528
-790
-60% -$18K ﹤0.01% 3000
2019
Q2
$48K Buy
1,318
+123
+10% +$4.48K ﹤0.01% 2540
2019
Q1
$38K Buy
1,195
+550
+85% +$17.5K ﹤0.01% 2610
2018
Q4
$16K Sell
645
-1,034
-62% -$25.7K ﹤0.01% 2890
2018
Q3
$49K Buy
1,679
+1,179
+236% +$34.4K ﹤0.01% 2561
2018
Q2
$6K Buy
+500
New +$6K ﹤0.01% 3263