Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.1K Hold
20,068
﹤0.01% 5872
2025
Q1
$43.7K Buy
20,068
+25
+0.1% +$54 ﹤0.01% 5775
2024
Q4
$50.5K Sell
20,043
-289
-1% -$728 ﹤0.01% 5742
2024
Q3
$74.4K Buy
20,332
+302
+2% +$1.11K ﹤0.01% 5558
2024
Q2
$72.3K Sell
20,030
-1,413
-7% -$5.1K ﹤0.01% 5555
2024
Q1
$63.3K Buy
21,443
+3,134
+17% +$9.25K ﹤0.01% 5579
2023
Q4
$73.6K Buy
18,309
+2,509
+16% +$10.1K ﹤0.01% 5565
2023
Q3
$42.1K Hold
15,800
﹤0.01% 5646
2023
Q2
$59.3K Buy
15,800
+800
+5% +$3.01K ﹤0.01% 5535
2023
Q1
$73.8K Sell
15,000
-9
-0.1% -$44 ﹤0.01% 5570
2022
Q4
$98.2K Buy
15,009
+8
+0.1% +$52 ﹤0.01% 5486
2022
Q3
$121K Hold
15,001
﹤0.01% 5432
2022
Q2
$107K Sell
15,001
-769
-5% -$5.49K ﹤0.01% 5659
2022
Q1
$196K Sell
15,770
-3,293
-17% -$40.9K ﹤0.01% 5722
2021
Q4
$227K Buy
19,063
+3,960
+26% +$47.2K ﹤0.01% 5624
2021
Q3
$206K Sell
15,103
-490
-3% -$6.68K ﹤0.01% 5454
2021
Q2
$274K Sell
15,593
-6,610
-30% -$116K ﹤0.01% 5105
2021
Q1
$547K Buy
22,203
+6,347
+40% +$156K ﹤0.01% 4671
2020
Q4
$506K Buy
15,856
+1,718
+12% +$54.8K ﹤0.01% 4318
2020
Q3
$211K Sell
14,138
-2,544
-15% -$38K ﹤0.01% 4670
2020
Q2
$178K Buy
16,682
+4,319
+35% +$46.1K ﹤0.01% 4780
2020
Q1
$86K Sell
12,363
-687
-5% -$4.78K ﹤0.01% 5020
2019
Q4
$195K Sell
13,050
-2,327
-15% -$34.8K ﹤0.01% 4874
2019
Q3
$252K Buy
15,377
+2,687
+21% +$44K ﹤0.01% 4744
2019
Q2
$410K Sell
12,690
-360
-3% -$11.6K ﹤0.01% 4481
2019
Q1
$440K Sell
13,050
-1,183
-8% -$39.9K ﹤0.01% 4400
2018
Q4
$307K Sell
14,233
-4,664
-25% -$101K ﹤0.01% 4537
2018
Q3
$244K Buy
18,897
+2,955
+19% +$38.2K ﹤0.01% 4681
2018
Q2
$235K Buy
15,942
+8,113
+104% +$120K ﹤0.01% 4628
2018
Q1
$117K Buy
7,829
+230
+3% +$3.44K ﹤0.01% 4943
2017
Q4
$201K Buy
7,599
+1,857
+32% +$49.1K ﹤0.01% 4645
2017
Q3
$169K Buy
5,742
+2,392
+71% +$70.4K ﹤0.01% 4692
2017
Q2
$101K Buy
3,350
+1,235
+58% +$37.2K ﹤0.01% 4863
2017
Q1
$59K Buy
2,115
+434
+26% +$12.1K ﹤0.01% 5114
2016
Q4
$35K Buy
+1,681
New +$35K ﹤0.01% 5308
2016
Q3
Sell
-1,149
Closed -$32K 6339
2016
Q2
$32K Buy
1,149
+149
+15% +$4.15K ﹤0.01% 5232
2016
Q1
$35K Buy
1,000
+667
+200% +$23.3K ﹤0.01% 5097
2015
Q4
$15K Hold
333
﹤0.01% 5527
2015
Q3
$15K Buy
+333
New +$15K ﹤0.01% 5384