Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
25,335
-1,307
-5% -$14.2K ﹤0.01% 4188
2025
Q1
$332K Buy
26,642
+11,454
+75% +$143K ﹤0.01% 3932
2024
Q4
$301K Sell
15,188
-12,143
-44% -$240K ﹤0.01% 4045
2024
Q3
$223K Sell
27,331
-25,864
-49% -$211K ﹤0.01% 4111
2024
Q2
$362K Sell
53,195
-6,019
-10% -$41K ﹤0.01% 3777
2024
Q1
$297K Buy
59,214
+3,132
+6% +$15.7K ﹤0.01% 3872
2023
Q4
$123K Buy
56,082
+31,703
+130% +$69.7K ﹤0.01% 4375
2023
Q3
$60K Sell
24,379
-2,028
-8% -$4.99K ﹤0.01% 4743
2023
Q2
$206K Buy
26,407
+9,374
+55% +$73.3K ﹤0.01% 4329
2023
Q1
$112K Buy
17,033
+14,733
+641% +$96.9K ﹤0.01% 4471
2022
Q4
$13.4K Hold
2,300
﹤0.01% 5111
2022
Q3
$12K Hold
2,300
﹤0.01% 5283
2022
Q2
$10K Hold
2,300
﹤0.01% 5459
2022
Q1
$19K Buy
2,300
+900
+64% +$7.44K ﹤0.01% 5691
2021
Q4
$13K Buy
1,400
+1,342
+2,314% +$12.5K ﹤0.01% 5929
2021
Q3
$1K Buy
+58
New +$1K ﹤0.01% 6405
2021
Q2
Sell
-4,840
Closed -$80K 6836
2021
Q1
$80K Buy
4,840
+1,207
+33% +$20K ﹤0.01% 5239
2020
Q4
$62K Sell
3,633
-844
-19% -$14.4K ﹤0.01% 5339
2020
Q3
$166K Buy
+4,477
New +$166K ﹤0.01% 4872
2019
Q4
Sell
-36
Closed 6094
2019
Q3
$0 Sell
36
-531
-94% ﹤0.01% 6075
2019
Q2
$6K Sell
567
-11,522
-95% -$122K ﹤0.01% 5594
2019
Q1
$127K Buy
12,089
+8,821
+270% +$92.7K ﹤0.01% 4967
2018
Q4
$27K Sell
3,268
-1,981
-38% -$16.4K ﹤0.01% 5369
2018
Q3
$85K Buy
5,249
+469
+10% +$7.6K ﹤0.01% 5164
2018
Q2
$52K Buy
4,780
+2,665
+126% +$29K ﹤0.01% 5314
2018
Q1
$24K Buy
2,115
+1,915
+958% +$21.7K ﹤0.01% 5433
2017
Q4
$2K Sell
200
-225
-53% -$2.25K ﹤0.01% 5747
2017
Q3
$5K Buy
+425
New +$5K ﹤0.01% 5639