Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-517
Closed -$4.9K 4312
2025
Q1
$4.9K Hold
517
﹤0.01% 3654
2024
Q4
$4.94K Buy
517
+283
+121% +$2.7K ﹤0.01% 3644
2024
Q3
$2.36K Sell
234
-1,335
-85% -$13.5K ﹤0.01% 3731
2024
Q2
$12.1K Sell
1,569
-2,341
-60% -$18K ﹤0.01% 3237
2024
Q1
$35.5K Sell
3,910
-1,082
-22% -$9.84K ﹤0.01% 2857
2023
Q4
$54.7K Buy
4,992
+490
+11% +$5.37K ﹤0.01% 2626
2023
Q3
$56.5K Sell
4,502
-5,275
-54% -$66.2K ﹤0.01% 2388
2023
Q2
$128K Sell
9,777
-2,730
-22% -$35.8K ﹤0.01% 2054
2023
Q1
$251K Sell
12,507
-60
-0.5% -$1.2K ﹤0.01% 1757
2022
Q4
$240K Buy
12,567
+1,290
+11% +$24.7K ﹤0.01% 1760
2022
Q3
$193K Buy
11,277
+4,931
+78% +$84.4K ﹤0.01% 1869
2022
Q2
$146K Buy
6,346
+834
+15% +$19.2K ﹤0.01% 2020
2022
Q1
$135K Buy
5,512
+3,059
+125% +$74.9K ﹤0.01% 2141
2021
Q4
$75K Sell
2,453
-700
-22% -$21.4K ﹤0.01% 2439
2021
Q3
$150K Sell
3,153
-33
-1% -$1.57K ﹤0.01% 2078
2021
Q2
$168K Buy
3,186
+167
+6% +$8.81K ﹤0.01% 2042
2021
Q1
$152K Sell
3,019
-6,847
-69% -$345K ﹤0.01% 2045
2020
Q4
$405K Buy
9,866
+156
+2% +$6.4K ﹤0.01% 1552
2020
Q3
$353K Buy
9,710
+313
+3% +$11.4K ﹤0.01% 1519
2020
Q2
$315K Sell
9,397
-4,686
-33% -$157K ﹤0.01% 1538
2020
Q1
$465K Buy
14,083
+9,530
+209% +$315K ﹤0.01% 1235
2019
Q4
$211K Sell
4,553
-152
-3% -$7.04K ﹤0.01% 1788
2019
Q3
$211K Sell
4,705
-9,035
-66% -$405K ﹤0.01% 1773
2019
Q2
$598K Sell
13,740
-5,696
-29% -$248K ﹤0.01% 1303
2019
Q1
$1.21M Sell
19,436
-59,950
-76% -$3.72M ﹤0.01% 983
2018
Q4
$4.64M Buy
79,386
+14,697
+23% +$859K 0.02% 481
2018
Q3
$4.73M Buy
64,689
+1,169
+2% +$85.5K 0.01% 522
2018
Q2
$5.64M Sell
63,520
-1,864
-3% -$165K 0.02% 458
2018
Q1
$7.82M Buy
65,384
+4,437
+7% +$530K 0.02% 401
2017
Q4
$6.31M Buy
60,947
+26,549
+77% +$2.75M 0.02% 449
2017
Q3
$3.4M Buy
34,398
+29,321
+578% +$2.9M 0.01% 603
2017
Q2
$337K Sell
5,077
-3,085
-38% -$205K ﹤0.01% 1568
2017
Q1
$426K Buy
8,162
+1,541
+23% +$80.4K ﹤0.01% 1461
2016
Q4
$269K Buy
6,621
+5,739
+651% +$233K ﹤0.01% 1669
2016
Q3
$44K Buy
882
+703
+393% +$35.1K ﹤0.01% 2510
2016
Q2
$5K Buy
179
+71
+66% +$1.98K ﹤0.01% 3200
2016
Q1
$2K Buy
+108
New +$2K ﹤0.01% 3385
2015
Q4
Sell
-228
Closed -$3K 3713
2015
Q3
$3K Buy
+228
New +$3K ﹤0.01% 3376