Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.6K Hold
360
﹤0.01% 446
2025
Q1
$43K Sell
360
-306
-46% -$36.6K ﹤0.01% 453
2024
Q4
$77.3K Hold
666
0.01% 432
2024
Q3
$89.9K Hold
666
0.01% 439
2024
Q2
$90.3K Sell
666
-2,314
-78% -$314K 0.01% 388
2024
Q1
$385K Hold
2,980
0.03% 276
2023
Q4
$341K Sell
2,980
-33,643
-92% -$3.85M 0.03% 284
2023
Q3
$3.33M Buy
36,623
+34,650
+1,756% +$3.15M 0.25% 92
2023
Q2
$222K Sell
1,973
-13,223
-87% -$1.49M 0.02% 358
2023
Q1
$1.59M Sell
15,196
-454
-3% -$47.5K 0.02% 564
2022
Q4
$1.73M Buy
15,650
+1,973
+14% +$218K 0.03% 524
2022
Q3
$1.19M Hold
13,677
0.02% 586
2022
Q2
$1.07M Hold
13,677
0.01% 657
2022
Q1
$1.17M Hold
13,677
0.01% 668
2021
Q4
$1.64M Sell
13,677
-3,773
-22% -$452K 0.02% 608
2021
Q3
$2.16M Hold
17,450
0.02% 570
2021
Q2
$2.09M Hold
17,450
0.02% 599
2021
Q1
$1.84M Hold
17,450
0.02% 575
2020
Q4
$1.78M Hold
17,450
0.02% 595
2020
Q3
$1.47M Buy
17,450
+6,799
+64% +$572K 0.02% 592
2020
Q2
$692K Sell
10,651
-8,246
-44% -$536K 0.01% 722
2020
Q1
$1.23M Sell
18,897
-86,100
-82% -$5.61M 0.02% 545
2019
Q4
$8.27M Buy
104,997
+300
+0.3% +$23.6K 0.11% 271
2019
Q3
$8.34M Buy
104,697
+6,500
+7% +$518K 0.12% 246
2019
Q2
$8.21M Buy
98,197
+12,156
+14% +$1.02M 0.13% 228
2019
Q1
$6.8M Sell
86,041
-4,000
-4% -$316K 0.11% 251
2018
Q4
$6.01M Buy
90,041
+76,407
+560% +$5.1M 0.1% 272
2018
Q3
$1.09M Buy
13,634
+2,493
+22% +$199K 0.02% 526
2018
Q2
$751K Hold
11,141
0.01% 552
2018
Q1
$857K Hold
11,141
0.02% 522
2017
Q4
$760K Hold
11,141
0.02% 524
2017
Q3
$698K Sell
11,141
-298
-3% -$18.7K 0.02% 599
2017
Q2
$634K Hold
11,439
0.01% 631
2017
Q1
$574K Hold
11,439
﹤0.01% 770
2016
Q4
$555K Hold
11,439
0.01% 691
2016
Q3
$600K Hold
11,439
0.01% 648
2016
Q2
$511K Buy
11,439
+2,246
+24% +$100K 0.01% 725
2016
Q1
$376K Buy
9,193
+3,179
+53% +$130K ﹤0.01% 721
2015
Q4
$220K Buy
6,014
+107
+2% +$3.91K ﹤0.01% 809
2015
Q3
$194K Buy
5,907
+4,798
+433% +$158K ﹤0.01% 788
2015
Q2
$41.1K Sell
1,109
-9,798
-90% -$363K ﹤0.01% 839
2015
Q1
$436K Hold
10,907
﹤0.01% 791
2014
Q4
$415K Sell
10,907
-7,701
-41% -$293K ﹤0.01% 789
2014
Q3
$660K Sell
18,608
-4,497
-19% -$160K 0.01% 683
2014
Q2
$903K Buy
23,105
+1,582
+7% +$61.8K 0.01% 631
2014
Q1
$784K Sell
21,523
-84
-0.4% -$3.06K 0.01% 615
2013
Q4
$748K Buy
21,607
+4,620
+27% +$160K 0.01% 652
2013
Q3
$474K Sell
16,987
-1,505
-8% -$42K 0.01% 738
2013
Q2
$501K Buy
+18,492
New +$501K 0.01% 721