Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65K Sell
3,658
-1,000
-21% -$452 ﹤0.01% 5774
2025
Q1
$1.9K Hold
4,658
﹤0.01% 5690
2024
Q4
$3.08K Sell
4,658
-3,000
-39% -$1.99K ﹤0.01% 5629
2024
Q3
$6.5K Sell
7,658
-600
-7% -$509 ﹤0.01% 5468
2024
Q2
$5.51K Sell
8,258
-1,171
-12% -$781 ﹤0.01% 5483
2024
Q1
$12.3K Sell
9,429
-650
-6% -$845 ﹤0.01% 5317
2023
Q4
$5.77K Buy
10,079
+762
+8% +$436 ﹤0.01% 5495
2023
Q3
$7.03K Buy
9,317
+140
+2% +$106 ﹤0.01% 5513
2023
Q2
$6.7K Sell
9,177
-28,639
-76% -$20.9K ﹤0.01% 5712
2023
Q1
$28.6K Buy
37,816
+21,391
+130% +$16.2K ﹤0.01% 5165
2022
Q4
$15.8K Sell
16,425
-8,925
-35% -$8.58K ﹤0.01% 5043
2022
Q3
$56K Sell
25,350
-663
-3% -$1.47K ﹤0.01% 4607
2022
Q2
$91K Sell
26,013
-42,155
-62% -$147K ﹤0.01% 4439
2022
Q1
$344K Sell
68,168
-38,603
-36% -$195K ﹤0.01% 4380
2021
Q4
$668K Buy
106,771
+59,432
+126% +$372K ﹤0.01% 4153
2021
Q3
$376K Buy
47,339
+31,096
+191% +$247K ﹤0.01% 4558
2021
Q2
$121K Sell
16,243
-72,250
-82% -$538K ﹤0.01% 4920
2021
Q1
$535K Sell
88,493
-90,318
-51% -$546K ﹤0.01% 4355
2020
Q4
$1.02M Buy
178,811
+44,989
+34% +$257K ﹤0.01% 3946
2020
Q3
$890K Buy
133,822
+71,414
+114% +$475K ﹤0.01% 3862
2020
Q2
$552K Buy
62,408
+61,125
+4,764% +$541K ﹤0.01% 4141
2020
Q1
$2K Buy
1,283
+1,268
+8,453% +$1.98K ﹤0.01% 5682
2019
Q4
$0 Hold
15
﹤0.01% 6265
2019
Q3
$0 Hold
15
﹤0.01% 6228
2019
Q2
$0 Sell
15
-15
-50% ﹤0.01% 6219
2019
Q1
$0 Hold
30
﹤0.01% 6120
2018
Q4
$0 Hold
30
﹤0.01% 6049
2018
Q3
$0 Hold
30
﹤0.01% 6075
2018
Q2
$0 Hold
30
﹤0.01% 6062
2018
Q1
$0 Sell
30
-9
-23% ﹤0.01% 6036
2017
Q4
$0 Buy
39
+15
+63% ﹤0.01% 6008
2017
Q3
$0 Hold
24
﹤0.01% 6015
2017
Q2
$0 Buy
24
+15
+167% ﹤0.01% 5982
2017
Q1
$0 Sell
9
-9
-50% ﹤0.01% 5990
2016
Q4
$0 Buy
18
+9
+100% ﹤0.01% 5996
2016
Q3
$0 Hold
9
﹤0.01% 5977
2016
Q2
$0 Hold
9
﹤0.01% 5987
2016
Q1
$0 Hold
9
﹤0.01% 6088
2015
Q4
$0 Hold
9
﹤0.01% 6088
2015
Q3
$0 Hold
9
﹤0.01% 6108
2015
Q2
$0 Hold
9
﹤0.01% 6187
2015
Q1
$0 Sell
9
-4
-31% ﹤0.01% 6083
2014
Q4
$0 Hold
13
﹤0.01% 6111
2014
Q3
$0 Hold
13
﹤0.01% 6087
2014
Q2
$0 Sell
13
-1,480
-99% ﹤0.01% 6027
2014
Q1
$100K Buy
1,493
+1,480
+11,385% +$99.1K ﹤0.01% 4559
2013
Q4
$1K Buy
+13
New +$1K ﹤0.01% 5423
2013
Q3
Hold
0
5683
2013
Q2
Hold
0
5595