Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.6K Sell
506
-104
-17% -$9.99K ﹤0.01% 832
2025
Q1
$61.2K Sell
610
-18
-3% -$1.81K ﹤0.01% 807
2024
Q4
$55.3K Sell
628
-40
-6% -$3.52K ﹤0.01% 804
2024
Q3
$58.8K Buy
668
+10
+2% +$880 ﹤0.01% 801
2024
Q2
$46.8K Sell
658
-9
-1% -$640 ﹤0.01% 869
2024
Q1
$48.9K Sell
667
-440
-40% -$32.2K ﹤0.01% 852
2023
Q4
$80.1K Buy
1,107
+101
+10% +$7.31K ﹤0.01% 761
2023
Q3
$76.2K Sell
1,006
-44
-4% -$3.33K ﹤0.01% 730
2023
Q2
$85.8K Buy
1,050
+103
+11% +$8.41K ﹤0.01% 745
2023
Q1
$81.8K Sell
947
-1,741
-65% -$150K ﹤0.01% 783
2022
Q4
$239K Sell
2,688
-5,284
-66% -$470K ﹤0.01% 810
2022
Q3
$642K Buy
7,972
+2,128
+36% +$171K 0.01% 608
2022
Q2
$529K Sell
5,844
-1,080
-16% -$97.8K 0.01% 666
2022
Q1
$649K Sell
6,924
-2,679
-28% -$251K 0.01% 680
2021
Q4
$855K Buy
9,603
+2,524
+36% +$225K 0.01% 621
2021
Q3
$574K Buy
+7,079
New +$574K 0.01% 694
2021
Q1
$480K Buy
5,906
+45
+0.8% +$3.66K 0.01% 695
2020
Q4
$457K Buy
5,861
+393
+7% +$30.6K 0.01% 682
2020
Q3
$432K Sell
5,468
-624
-10% -$49.3K 0.01% 660
2020
Q2
$429K Buy
6,092
+96
+2% +$6.76K 0.01% 667
2020
Q1
$437K Sell
5,996
-607
-9% -$44.2K 0.01% 609
2019
Q4
$507K Buy
6,603
+1,209
+22% +$92.8K 0.01% 699
2019
Q3
$432K Buy
5,394
+92
+2% +$7.37K 0.01% 709
2019
Q2
$398K Buy
5,302
+45
+0.9% +$3.38K 0.01% 720
2019
Q1
$387K Sell
5,257
-177
-3% -$13K 0.01% 735
2018
Q4
$355K Buy
5,434
+66
+1% +$4.31K 0.01% 692
2018
Q3
$339K Buy
5,368
+15
+0.3% +$947 0.01% 769
2018
Q2
$325K Buy
5,353
+90
+2% +$5.46K 0.01% 785
2018
Q1
$298K Sell
5,263
-1,279
-20% -$72.4K 0.01% 775
2017
Q4
$386K Buy
6,542
+14
+0.2% +$826 0.01% 726
2017
Q3
$377K Buy
6,528
+53
+0.8% +$3.06K 0.01% 735
2017
Q2
$354K Buy
6,475
+373
+6% +$20.4K 0.01% 706
2017
Q1
$333K Buy
6,102
+192
+3% +$10.5K 0.01% 744
2016
Q4
$310K Sell
5,910
-200
-3% -$10.5K 0.01% 748
2016
Q3
$300K Hold
6,110
0.01% 757
2016
Q2
$328K Buy
6,110
+794
+15% +$42.6K 0.01% 697
2016
Q1
$266K Sell
5,316
-120
-2% -$6.01K 0.01% 720
2015
Q4
$235K Buy
5,436
+106
+2% +$4.58K 0.01% 755
2015
Q3
$225K Sell
5,330
-50
-0.9% -$2.11K 0.01% 750
2015
Q2
$203K Sell
5,380
-79,801
-94% -$3.01M 0.01% 805
2015
Q1
$3.6M Buy
85,181
+68
+0.1% +$2.87K 0.12% 200
2014
Q4
$3.93M Sell
85,113
-48,404
-36% -$2.23M 0.14% 172
2014
Q3
$5.12M Sell
133,517
-20,305
-13% -$778K 0.17% 130
2014
Q2
$6.29M Buy
153,822
+627
+0.4% +$25.6K 0.2% 112
2014
Q1
$6.31M Sell
153,195
-11,379
-7% -$469K 0.21% 112
2013
Q4
$5.95M Buy
164,574
+2,919
+2% +$106K 0.2% 118
2013
Q3
$5.63M Sell
161,655
-20,960
-11% -$730K 0.2% 113
2013
Q2
$6.29M Buy
+182,615
New +$6.29M 0.24% 95