Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.7K Hold
1,205
﹤0.01% 569
2025
Q1
$27.7K Hold
1,205
﹤0.01% 512
2024
Q4
$27.9K Buy
1,205
+88
+8% +$2.04K ﹤0.01% 508
2024
Q3
$38.9K Hold
1,117
﹤0.01% 456
2024
Q2
$36.2K Sell
1,117
-1,815
-62% -$58.8K ﹤0.01% 453
2024
Q1
$99.6K Sell
2,932
-241
-8% -$8.19K 0.01% 288
2023
Q4
$125K Sell
3,173
-153
-5% -$6.03K 0.01% 234
2023
Q3
$127K Sell
3,326
-94
-3% -$3.59K 0.01% 225
2023
Q2
$156K Sell
3,420
-404
-11% -$18.4K 0.01% 207
2023
Q1
$171K Sell
3,824
-72
-2% -$3.23K 0.01% 187
2022
Q4
$171K Buy
3,896
+2
+0.1% +$88 0.01% 186
2022
Q3
$163K Sell
3,894
-587
-13% -$24.6K 0.01% 182
2022
Q2
$220K Sell
4,481
-131,984
-97% -$6.48M 0.02% 160
2022
Q1
$7.57M Buy
136,465
+16,897
+14% +$937K 0.65% 28
2021
Q4
$6.22M Buy
119,568
+7,062
+6% +$367K 0.56% 36
2021
Q3
$5.63M Buy
112,506
+6,324
+6% +$317K 0.57% 31
2021
Q2
$5.24M Buy
106,182
+15,130
+17% +$746K 0.57% 30
2021
Q1
$4.11M Buy
91,052
+27,401
+43% +$1.24M 0.57% 37
2020
Q4
$2.72M Buy
63,651
+5,598
+10% +$240K 0.51% 37
2020
Q3
$2.41M Sell
58,053
-646
-1% -$26.8K 0.53% 33
2020
Q2
$2.45M Buy
58,699
+197
+0.3% +$8.23K 0.58% 31
2020
Q1
$2.39M Sell
58,502
-834
-1% -$34.1K 0.65% 29
2019
Q4
$2.75M Buy
59,336
+1,205
+2% +$55.8K 0.88% 26
2019
Q3
$2.81M Buy
58,131
+410
+0.7% +$19.8K 1.38% 15
2019
Q2
$2.63M Buy
57,721
+7,695
+15% +$350K 1.59% 17
2019
Q1
$2.22M Buy
50,026
+4,133
+9% +$183K 1.07% 24
2018
Q4
$1.81M Buy
45,893
+2,107
+5% +$83.3K 0.91% 25
2018
Q3
$1.77M Buy
43,786
+4,549
+12% +$184K 1.03% 26
2018
Q2
$1.59M Buy
39,237
+2,141
+6% +$86.7K 0.97% 27
2018
Q1
$1.6M Buy
37,096
+4,099
+12% +$177K 0.93% 26
2017
Q4
$1.58M Buy
32,997
+2,529
+8% +$121K 1.02% 25
2017
Q3
$1.42M Sell
30,468
-713
-2% -$33.2K 1.05% 26
2017
Q2
$1.4M Buy
31,181
+10,202
+49% +$459K 0.9% 29
2017
Q1
$929K Buy
20,979
+238
+1% +$10.5K 0.62% 33
2016
Q4
$897K Buy
+20,741
New +$897K 0.61% 33