Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-300
Closed -$3.01K 404
2025
Q1
$3.01K Sell
300
-100
-25% -$1K ﹤0.01% 691
2024
Q4
$3.96K Sell
400
-1,633
-80% -$16.2K ﹤0.01% 761
2024
Q3
$21.5K Sell
2,033
-1,000
-33% -$10.6K ﹤0.01% 572
2024
Q2
$38K Buy
3,033
+1,000
+49% +$12.5K ﹤0.01% 484
2024
Q1
$27K Sell
2,033
-2
-0.1% -$27 ﹤0.01% 537
2023
Q4
$24.8K Sell
2,035
-1,998
-50% -$24.4K ﹤0.01% 526
2023
Q3
$50.1K Hold
4,033
﹤0.01% 392
2023
Q2
$61K Hold
4,033
﹤0.01% 386
2023
Q1
$50.8K Hold
4,033
﹤0.01% 411
2022
Q4
$46.9K Buy
4,033
+850
+27% +$9.89K ﹤0.01% 413
2022
Q3
$36K Buy
3,183
+2,783
+696% +$31.5K ﹤0.01% 442
2022
Q2
$4K Sell
400
-340
-46% -$3.4K ﹤0.01% 736
2022
Q1
$13K Hold
740
﹤0.01% 646
2021
Q4
$15K Sell
740
-100
-12% -$2.03K ﹤0.01% 626
2021
Q3
$11K Sell
840
-34
-4% -$445 ﹤0.01% 769
2021
Q2
$12K Buy
874
+200
+30% +$2.75K ﹤0.01% 757
2021
Q1
$8K Buy
674
+174
+35% +$2.07K ﹤0.01% 776
2020
Q4
$5K Sell
500
-71
-12% -$710 ﹤0.01% 796
2020
Q3
$4K Buy
571
+171
+43% +$1.2K ﹤0.01% 813
2020
Q2
$3K Sell
400
-1,250
-76% -$9.38K ﹤0.01% 743
2020
Q1
$7K Buy
+1,650
New +$7K ﹤0.01% 716
2018
Q4
Sell
-13,634
Closed -$126K 223
2018
Q3
$126K Sell
13,634
-2,035
-13% -$18.8K 0.01% 222
2018
Q2
$174K Sell
15,669
-822
-5% -$9.13K 0.01% 250
2018
Q1
$182K Sell
16,491
-1,800
-10% -$19.9K 0.01% 211
2017
Q4
$229K Buy
18,291
+725
+4% +$9.08K 0.01% 201
2017
Q3
$210K Sell
17,566
-2,620
-13% -$31.3K 0.01% 202
2017
Q2
$225K Sell
20,186
-2,663
-12% -$29.7K 0.01% 197
2017
Q1
$266K Sell
22,849
-7,949
-26% -$92.5K 0.02% 181
2016
Q4
$373K Sell
30,798
-7,705
-20% -$93.3K 0.02% 161
2016
Q3
$464K Sell
38,503
-421,942
-92% -$5.08M 0.03% 147
2016
Q2
$5.79M Buy
460,445
+20,442
+5% +$257K 0.39% 82
2016
Q1
$5.94M Buy
440,003
+16,338
+4% +$221K 0.4% 77
2015
Q4
$5.97M Sell
423,665
-9,033
-2% -$127K 0.41% 74
2015
Q3
$5.87M Sell
432,698
-11,532
-3% -$156K 0.42% 76
2015
Q2
$6.67M Buy
444,230
+1,978
+0.4% +$29.7K 0.44% 73
2015
Q1
$7.14M Sell
442,252
-99
-0% -$1.6K 0.47% 72
2014
Q4
$6.86M Buy
442,351
+20,664
+5% +$320K 0.47% 77
2014
Q3
$6.24M Buy
421,687
+8,805
+2% +$130K 0.46% 73
2014
Q2
$7.12M Buy
412,882
+27,840
+7% +$480K 0.52% 70
2014
Q1
$6.01M Buy
385,042
+21,771
+6% +$340K 0.45% 73
2013
Q4
$5.61M Buy
363,271
+18,753
+5% +$289K 0.43% 72
2013
Q3
$5.81M Buy
344,518
+53,907
+19% +$909K 0.47% 69
2013
Q2
$4.5M Buy
+290,611
New +$4.5M 0.38% 74