Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,514
Closed -$9.77K 6650
2025
Q1
$9.77K Buy
13,514
+6,283
+87% +$4.54K ﹤0.01% 5424
2024
Q4
$8.61K Sell
7,231
-1,396
-16% -$1.66K ﹤0.01% 5466
2024
Q3
$29K Buy
8,627
+155
+2% +$521 ﹤0.01% 5131
2024
Q2
$46.2K Sell
8,472
-973
-10% -$5.3K ﹤0.01% 4960
2024
Q1
$50.1K Sell
9,445
-4,506
-32% -$23.9K ﹤0.01% 4872
2023
Q4
$87.2K Sell
13,951
-2,210
-14% -$13.8K ﹤0.01% 4584
2023
Q3
$77.2K Sell
16,161
-1,442
-8% -$6.89K ﹤0.01% 4592
2023
Q2
$105K Sell
17,603
-3,216
-15% -$19.2K ﹤0.01% 4736
2023
Q1
$155K Buy
20,819
+4,020
+24% +$30K ﹤0.01% 4308
2022
Q4
$208K Sell
16,799
-444
-3% -$5.51K ﹤0.01% 3889
2022
Q3
$355K Sell
17,243
-1,792
-9% -$36.9K ﹤0.01% 3654
2022
Q2
$527K Sell
19,035
-3,970
-17% -$110K ﹤0.01% 3497
2022
Q1
$1.01M Sell
23,005
-2,718
-11% -$119K ﹤0.01% 3654
2021
Q4
$1.42M Sell
25,723
-8,442
-25% -$466K ﹤0.01% 3580
2021
Q3
$2.11M Buy
34,165
+3,065
+10% +$189K ﹤0.01% 3450
2021
Q2
$2.64M Sell
31,100
-4,820
-13% -$410K ﹤0.01% 3278
2021
Q1
$2.84M Buy
35,920
+18,854
+110% +$1.49M ﹤0.01% 3196
2020
Q4
$994K Sell
17,066
-3,695
-18% -$215K ﹤0.01% 3962
2020
Q3
$704K Buy
20,761
+2,228
+12% +$75.6K ﹤0.01% 4013
2020
Q2
$855K Buy
18,533
+1,858
+11% +$85.7K ﹤0.01% 3832
2020
Q1
$263K Sell
16,675
-632
-4% -$9.97K ﹤0.01% 4342
2019
Q4
$473K Buy
17,307
+1,019
+6% +$27.8K ﹤0.01% 4319
2019
Q3
$479K Buy
16,288
+2,303
+16% +$67.7K ﹤0.01% 4308
2019
Q2
$401K Sell
13,985
-560
-4% -$16.1K ﹤0.01% 4404
2019
Q1
$611K Buy
14,545
+969
+7% +$40.7K ﹤0.01% 4158
2018
Q4
$422K Buy
13,576
+1,045
+8% +$32.5K ﹤0.01% 4306
2018
Q3
$545K Buy
12,531
+1,051
+9% +$45.7K ﹤0.01% 4280
2018
Q2
$190K Buy
11,480
+3,137
+38% +$51.9K ﹤0.01% 4880
2018
Q1
$154K Buy
8,343
+2,220
+36% +$41K ﹤0.01% 4904
2017
Q4
$80K Buy
6,123
+746
+14% +$9.75K ﹤0.01% 5145
2017
Q3
$121K Buy
5,377
+2,367
+79% +$53.3K ﹤0.01% 4948
2017
Q2
$62K Buy
3,010
+283
+10% +$5.83K ﹤0.01% 5083
2017
Q1
$63K Buy
2,727
+2,707
+13,535% +$62.5K ﹤0.01% 5096
2016
Q4
$0 Sell
20
-2,255
-99% ﹤0.01% 5797
2016
Q3
$63K Buy
+2,275
New +$63K ﹤0.01% 4949
2016
Q2
Sell
-539
Closed -$21K 5742
2016
Q1
$21K Buy
539
+99
+23% +$3.86K ﹤0.01% 5274
2015
Q4
$32K Buy
440
+433
+6,186% +$31.5K ﹤0.01% 5205
2015
Q3
$0 Sell
7
-235
-97% ﹤0.01% 5853
2015
Q2
$32K Buy
+242
New +$32K ﹤0.01% 5246