Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.8K Buy
635
+507
+396% +$23K ﹤0.01% 3025
2025
Q1
$5.99K Buy
128
+45
+54% +$2.11K ﹤0.01% 3589
2024
Q4
$4.01K Hold
83
﹤0.01% 3700
2024
Q3
$3.49K Hold
83
﹤0.01% 3655
2024
Q2
$2.75K Buy
83
+53
+177% +$1.76K ﹤0.01% 3639
2024
Q1
$1.15K Sell
30
-90
-75% -$3.44K ﹤0.01% 3786
2023
Q4
$5.39K Sell
120
-43
-26% -$1.93K ﹤0.01% 3498
2023
Q3
$9.6K Buy
163
+29
+22% +$1.71K ﹤0.01% 3182
2023
Q2
$7.24K Buy
134
+104
+347% +$5.62K ﹤0.01% 3345
2023
Q1
$1.41K Sell
30
-675
-96% -$31.7K ﹤0.01% 3806
2022
Q4
$37.9K Buy
705
+296
+72% +$15.9K ﹤0.01% 2668
2022
Q3
$24K Buy
409
+53
+15% +$3.11K ﹤0.01% 2933
2022
Q2
$20K Buy
356
+335
+1,595% +$18.8K ﹤0.01% 3041
2022
Q1
$1K Buy
+21
New +$1K ﹤0.01% 3977
2020
Q3
Sell
-359
Closed -$26K 3769
2020
Q2
$26K Sell
359
-236
-40% -$17.1K ﹤0.01% 2655
2020
Q1
$27K Sell
595
-315
-35% -$14.3K ﹤0.01% 2573
2019
Q4
$43K Sell
910
-76
-8% -$3.59K ﹤0.01% 2535
2019
Q3
$29K Hold
986
﹤0.01% 2697
2019
Q2
$31K Buy
986
+354
+56% +$11.1K ﹤0.01% 2732
2019
Q1
$20K Buy
+632
New +$20K ﹤0.01% 2864
2016
Q4
Sell
-2,800
Closed -$32K 3645
2016
Q3
$32K Sell
2,800
-64
-2% -$731 ﹤0.01% 2656
2016
Q2
$29K Sell
2,864
-641
-18% -$6.49K ﹤0.01% 2659
2016
Q1
$36K Buy
3,505
+2,076
+145% +$21.3K ﹤0.01% 2536
2015
Q4
$13K Sell
1,429
-879
-38% -$8K ﹤0.01% 2977
2015
Q3
$24K Sell
2,308
-609
-21% -$6.33K ﹤0.01% 2801
2015
Q2
$36K Sell
2,917
-1,376
-32% -$17K ﹤0.01% 2699
2015
Q1
$65K Sell
4,293
-108
-2% -$1.64K ﹤0.01% 2405
2014
Q4
$53K Sell
4,401
-176
-4% -$2.12K ﹤0.01% 2494
2014
Q3
$43K Buy
4,577
+99
+2% +$930 ﹤0.01% 2566
2014
Q2
$37K Sell
4,478
-92
-2% -$760 ﹤0.01% 2624
2014
Q1
$46K Buy
4,570
+765
+20% +$7.7K ﹤0.01% 2520
2013
Q4
$51K Hold
3,805
﹤0.01% 2404
2013
Q3
$31K Hold
3,805
﹤0.01% 2518
2013
Q2
$26K Buy
+3,805
New +$26K ﹤0.01% 2560