Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36K Hold
9,228
﹤0.01% 3996
2025
Q1
$46K Sell
9,228
-430
-4% -$2.14K ﹤0.01% 3905
2024
Q4
$57K Hold
9,658
﹤0.01% 3925
2024
Q3
$63K Hold
9,658
﹤0.01% 3860
2024
Q2
$43K Hold
9,658
﹤0.01% 3723
2024
Q1
$46K Hold
9,658
﹤0.01% 3834
2023
Q4
$55K Hold
9,658
﹤0.01% 3829
2023
Q3
$53K Buy
9,658
+430
+5% +$2.36K ﹤0.01% 3570
2023
Q2
$46K Hold
9,228
﹤0.01% 3712
2023
Q1
$48K Hold
9,228
﹤0.01% 3801
2022
Q4
$42K Sell
9,228
-249
-3% -$1.13K ﹤0.01% 3826
2022
Q3
$41K Hold
9,477
﹤0.01% 3714
2022
Q2
$41K Sell
9,477
-1,015
-10% -$4.39K ﹤0.01% 3800
2022
Q1
$83K Hold
10,492
﹤0.01% 3752
2021
Q4
$100K Sell
10,492
-2,219
-17% -$21.1K ﹤0.01% 2958
2021
Q3
$164K Buy
12,711
+1,607
+14% +$20.7K ﹤0.01% 3057
2021
Q2
$181K Buy
11,104
+1,513
+16% +$24.7K ﹤0.01% 2931
2021
Q1
$148K Sell
9,591
-5,062
-35% -$78.1K ﹤0.01% 3241
2020
Q4
$233K Sell
14,653
-1,247
-8% -$19.8K ﹤0.01% 2639
2020
Q3
$197K Sell
15,900
-4,306
-21% -$53.4K ﹤0.01% 2749
2020
Q2
$173K Sell
20,206
-691
-3% -$5.92K ﹤0.01% 2875
2020
Q1
$154K Buy
20,897
+5,759
+38% +$42.4K ﹤0.01% 2649
2019
Q4
$206K Buy
15,138
+1,325
+10% +$18K ﹤0.01% 3159
2019
Q3
$226K Buy
13,813
+6,478
+88% +$106K ﹤0.01% 3005
2019
Q2
$139K Buy
7,335
+3,260
+80% +$61.8K ﹤0.01% 3409
2019
Q1
$78K Buy
4,075
+2,805
+221% +$53.7K ﹤0.01% 3447
2018
Q4
$24K Sell
1,270
-4,557
-78% -$86.1K ﹤0.01% 3338
2018
Q3
$141K Buy
5,827
+4,725
+429% +$114K ﹤0.01% 3239
2018
Q2
$27K Sell
1,102
-1,296
-54% -$31.8K ﹤0.01% 3520
2018
Q1
$74K Buy
2,398
+457
+24% +$14.1K ﹤0.01% 3312
2017
Q4
$65K Buy
1,941
+1,535
+378% +$51.4K ﹤0.01% 3217
2017
Q3
$13K Buy
406
+347
+588% +$11.1K ﹤0.01% 3345
2017
Q2
$2K Sell
59
-2,249
-97% -$76.2K ﹤0.01% 3681
2017
Q1
$72K Buy
2,308
+2,272
+6,311% +$70.9K ﹤0.01% 2969
2016
Q4
$1K Sell
36
-49
-58% -$1.36K ﹤0.01% 3684
2016
Q3
$3K Buy
+85
New +$3K ﹤0.01% 3506
2016
Q1
Sell
-1,154
Closed -$29K 3470
2015
Q4
$29K Buy
1,154
+516
+81% +$13K ﹤0.01% 2626
2015
Q3
$21K Buy
638
+440
+222% +$14.5K ﹤0.01% 2829
2015
Q2
$6K Sell
198
-65
-25% -$1.97K ﹤0.01% 3514
2015
Q1
$7K Sell
263
-357
-58% -$9.5K ﹤0.01% 3530
2014
Q4
$13K Buy
620
+330
+114% +$6.92K ﹤0.01% 3608
2014
Q3
$6K Buy
290
+148
+104% +$3.06K ﹤0.01% 3889
2014
Q2
$2K Sell
142
-719
-84% -$10.1K ﹤0.01% 4121
2014
Q1
$16K Sell
861
-867
-50% -$16.1K ﹤0.01% 3632
2013
Q4
$34K Sell
1,728
-10
-0.6% -$197 ﹤0.01% 3546
2013
Q3
$31K Sell
1,738
-2,041
-54% -$36.4K ﹤0.01% 3357
2013
Q2
$66K Buy
+3,779
New +$66K ﹤0.01% 3224