Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Buy
7,735
+5,173
+202% +$22.7K ﹤0.01% 5912
2025
Q1
$9.86K Buy
2,562
+17
+0.7% +$65 ﹤0.01% 6077
2024
Q4
$11.4K Sell
2,545
-63
-2% -$283 ﹤0.01% 6036
2024
Q3
$12.7K Buy
2,608
+79
+3% +$385 ﹤0.01% 5932
2024
Q2
$11.2K Buy
2,529
+136
+6% +$600 ﹤0.01% 5992
2024
Q1
$7.37K Sell
2,393
-6
-0.3% -$18 ﹤0.01% 6048
2023
Q4
$6.48K Sell
2,399
-64
-3% -$173 ﹤0.01% 6011
2023
Q3
$6.7K Buy
2,463
+70
+3% +$190 ﹤0.01% 6017
2023
Q2
$5.53K Hold
2,393
﹤0.01% 6088
2023
Q1
$6.65K Sell
2,393
-15
-0.6% -$42 ﹤0.01% 6183
2022
Q4
$5.73K Sell
2,408
-401
-14% -$955 ﹤0.01% 6218
2022
Q3
$7K Sell
2,809
-1,155
-29% -$2.88K ﹤0.01% 6435
2022
Q2
$17K Sell
3,964
-758
-16% -$3.25K ﹤0.01% 6410
2022
Q1
$23K Sell
4,722
-913
-16% -$4.45K ﹤0.01% 6669
2021
Q4
$48K Sell
5,635
-5,024
-47% -$42.8K ﹤0.01% 6379
2021
Q3
$101K Sell
10,659
-8,122
-43% -$77K ﹤0.01% 5851
2021
Q2
$207K Sell
18,781
-3,701
-16% -$40.8K ﹤0.01% 5319
2021
Q1
$267K Buy
22,482
+14,927
+198% +$177K ﹤0.01% 5180
2020
Q4
$75K Buy
7,555
+3,063
+68% +$30.4K ﹤0.01% 5386
2020
Q3
$44K Buy
4,492
+155
+4% +$1.52K ﹤0.01% 5408
2020
Q2
$36K Sell
4,337
-2,116
-33% -$17.6K ﹤0.01% 5517
2020
Q1
$57K Sell
6,453
-3,262
-34% -$28.8K ﹤0.01% 5223
2019
Q4
$78K Buy
9,715
+373
+4% +$3K ﹤0.01% 5278
2019
Q3
$61K Sell
9,342
-1,712
-15% -$11.2K ﹤0.01% 5413
2019
Q2
$84K Sell
11,054
-2,433
-18% -$18.5K ﹤0.01% 5312
2019
Q1
$123K Buy
13,487
+3,591
+36% +$32.8K ﹤0.01% 5020
2018
Q4
$102K Buy
9,896
+5,873
+146% +$60.5K ﹤0.01% 5166
2018
Q3
$62K Buy
4,023
+1,175
+41% +$18.1K ﹤0.01% 5386
2018
Q2
$58K Buy
2,848
+1,013
+55% +$20.6K ﹤0.01% 5339
2018
Q1
$28K Buy
1,835
+164
+10% +$2.5K ﹤0.01% 5527
2017
Q4
$21K Buy
1,671
+860
+106% +$10.8K ﹤0.01% 5585
2017
Q3
$10K Buy
811
+509
+169% +$6.28K ﹤0.01% 5730
2017
Q2
$3K Sell
302
-1,211
-80% -$12K ﹤0.01% 5890
2017
Q1
$15K Sell
1,513
-72
-5% -$714 ﹤0.01% 5656
2016
Q4
$14K Buy
+1,585
New +$14K ﹤0.01% 5675
2016
Q3
Sell
-654
Closed -$5K 6343
2016
Q2
$5K Buy
654
+254
+64% +$1.94K ﹤0.01% 5853
2016
Q1
$3K Hold
400
﹤0.01% 5853
2015
Q4
$2K Hold
400
﹤0.01% 6062
2015
Q3
$2K Sell
400
-327
-45% -$1.64K ﹤0.01% 5896
2015
Q2
$5K Buy
727
+280
+63% +$1.93K ﹤0.01% 5755
2015
Q1
$3K Buy
447
+347
+347% +$2.33K ﹤0.01% 5588
2014
Q4
$1K Sell
100
-323
-76% -$3.23K ﹤0.01% 5832
2014
Q3
$3K Sell
423
-6,307
-94% -$44.7K ﹤0.01% 5745
2014
Q2
$52K Buy
6,730
+6,630
+6,630% +$51.2K ﹤0.01% 4982
2014
Q1
$1K Hold
100
﹤0.01% 5665
2013
Q4
$1K Sell
100
-200
-67% -$2K ﹤0.01% 5797
2013
Q3
$2K Sell
300
-833
-74% -$5.55K ﹤0.01% 5712
2013
Q2
$5K Buy
+1,133
New +$5K ﹤0.01% 5638