Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.6K Buy
3,072
+691
+29% +$15.2K ﹤0.01% 4854
2025
Q1
$40.2K Sell
2,381
-45
-2% -$761 ﹤0.01% 4912
2024
Q4
$48.4K Buy
2,426
+15
+0.6% +$299 ﹤0.01% 4902
2024
Q3
$39K Buy
2,411
+90
+4% +$1.45K ﹤0.01% 4805
2024
Q2
$49.5K Sell
2,321
-3,623
-61% -$77.3K ﹤0.01% 4811
2024
Q1
$132K Sell
5,944
-138
-2% -$3.06K ﹤0.01% 4614
2023
Q4
$103K Sell
6,082
-30
-0.5% -$507 ﹤0.01% 4720
2023
Q3
$137K Sell
6,112
-484
-7% -$10.8K ﹤0.01% 4704
2023
Q2
$166K Buy
6,596
+263
+4% +$6.6K ﹤0.01% 4693
2023
Q1
$159K Sell
6,333
-2,922
-32% -$73.2K ﹤0.01% 4754
2022
Q4
$229K Buy
9,255
+47
+0.5% +$1.16K ﹤0.01% 4731
2022
Q3
$157K Sell
9,208
-683
-7% -$11.6K ﹤0.01% 4952
2022
Q2
$163K Sell
9,891
-48
-0.5% -$791 ﹤0.01% 5003
2022
Q1
$225K Sell
9,939
-20
-0.2% -$453 ﹤0.01% 4990
2021
Q4
$250K Sell
9,959
-7,374
-43% -$185K ﹤0.01% 4986
2021
Q3
$498K Sell
17,333
-563
-3% -$16.2K ﹤0.01% 4686
2021
Q2
$442K Buy
17,896
+3,309
+23% +$81.7K ﹤0.01% 4652
2021
Q1
$346K Hold
14,587
﹤0.01% 4590
2020
Q4
$363K Hold
14,587
﹤0.01% 4315
2020
Q3
$142K Hold
14,587
﹤0.01% 4363
2020
Q2
$171K Buy
14,587
+345
+2% +$4.04K ﹤0.01% 4310
2020
Q1
$179K Hold
14,242
﹤0.01% 4176
2019
Q4
$287K Hold
14,242
﹤0.01% 4208
2019
Q3
$267K Hold
14,242
﹤0.01% 4232
2019
Q2
$249K Sell
14,242
-296
-2% -$5.18K ﹤0.01% 4274
2019
Q1
$293K Hold
14,538
﹤0.01% 4133
2018
Q4
$237K Hold
14,538
﹤0.01% 4150
2018
Q3
$327K Hold
14,538
﹤0.01% 4153
2018
Q2
$324K Sell
14,538
-74
-0.5% -$1.65K ﹤0.01% 4150
2018
Q1
$246K Hold
14,612
﹤0.01% 4120
2017
Q4
$240K Buy
14,612
+125
+0.9% +$2.05K ﹤0.01% 4123
2017
Q3
$170K Hold
14,487
﹤0.01% 4191
2017
Q2
$204K Sell
14,487
-1,707
-11% -$24K ﹤0.01% 4177
2017
Q1
$216K Buy
16,194
+13,194
+440% +$176K ﹤0.01% 4147
2016
Q4
$46K Hold
3,000
﹤0.01% 2909
2016
Q3
$40K Hold
3,000
﹤0.01% 3007
2016
Q2
$43K Hold
3,000
﹤0.01% 2961
2016
Q1
$48K Hold
3,000
﹤0.01% 2326
2015
Q4
$49K Buy
+3,000
New +$49K ﹤0.01% 2038