Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63K Buy
3,931
+1,515
+63% +$24.3K ﹤0.01% 3917
2025
Q1
$39K Sell
2,416
-1,215
-33% -$19.6K ﹤0.01% 3948
2024
Q4
$85K Buy
3,631
+502
+16% +$11.8K ﹤0.01% 3835
2024
Q3
$104K Buy
3,129
+2,389
+323% +$79.4K ﹤0.01% 3736
2024
Q2
$12K Sell
740
-867
-54% -$14.1K ﹤0.01% 3965
2024
Q1
$28K Sell
1,607
-1,664
-51% -$29K ﹤0.01% 3915
2023
Q4
$49K Buy
3,271
+2,937
+879% +$44K ﹤0.01% 3847
2023
Q3
$5K Sell
334
-140
-30% -$2.1K ﹤0.01% 4115
2023
Q2
$6K Sell
474
-750
-61% -$9.49K ﹤0.01% 4104
2023
Q1
$21K Buy
1,224
+576
+89% +$9.88K ﹤0.01% 3990
2022
Q4
$14K Buy
648
+546
+535% +$11.8K ﹤0.01% 4090
2022
Q3
$3K Sell
102
-19
-16% -$559 ﹤0.01% 4464
2022
Q2
$5K Sell
121
-272
-69% -$11.2K ﹤0.01% 4483
2022
Q1
$12K Buy
+393
New +$12K ﹤0.01% 4453
2020
Q2
Sell
-807
Closed -$10K 3975
2020
Q1
$10K Sell
807
-1,674
-67% -$20.7K ﹤0.01% 3487
2019
Q4
$56K Buy
2,481
+1,264
+104% +$28.5K ﹤0.01% 3568
2019
Q3
$28K Sell
1,217
-381
-24% -$8.77K ﹤0.01% 3805
2019
Q2
$57K Buy
1,598
+944
+144% +$33.7K ﹤0.01% 3800
2019
Q1
$17K Buy
654
+599
+1,089% +$15.6K ﹤0.01% 3945
2018
Q4
$1K Sell
55
-840
-94% -$15.3K ﹤0.01% 4032
2018
Q3
$24K Buy
895
+382
+74% +$10.2K ﹤0.01% 3902
2018
Q2
$30K Buy
513
+37
+8% +$2.16K ﹤0.01% 3496
2018
Q1
$35K Buy
476
+142
+43% +$10.4K ﹤0.01% 3661
2017
Q4
$25K Buy
334
+225
+206% +$16.8K ﹤0.01% 3631
2017
Q3
$3K Buy
109
+66
+153% +$1.82K ﹤0.01% 3816
2017
Q2
$1K Buy
43
+2
+5% +$47 ﹤0.01% 3786
2017
Q1
$1K Buy
+41
New +$1K ﹤0.01% 3927
2016
Q4
Sell
-26
Closed -$1K 4005
2016
Q3
$1K Buy
+26
New +$1K ﹤0.01% 3799
2015
Q4
Sell
-33
Closed 3774
2015
Q3
$0 Buy
33
+3
+10% ﹤0.01% 4125
2015
Q2
$2K Buy
+30
New +$2K ﹤0.01% 3929
2014
Q4
Sell
-1
Closed 4345
2014
Q3
$0 Sell
1
-6
-86% ﹤0.01% 4453
2014
Q2
$1K Buy
7
+2
+40% +$286 ﹤0.01% 4238
2014
Q1
$1K Sell
5
-319
-98% -$63.8K ﹤0.01% 4223
2013
Q4
$66K Buy
324
+173
+115% +$35.2K ﹤0.01% 3255
2013
Q3
$35K Sell
151
-87
-37% -$20.2K ﹤0.01% 3321
2013
Q2
$39K Buy
+238
New +$39K ﹤0.01% 3441