Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.7K Hold
400
﹤0.01% 929
2025
Q1
$16.9K Sell
400
-61
-13% -$2.57K ﹤0.01% 936
2024
Q4
$22.9K Buy
461
+53
+13% +$2.63K ﹤0.01% 898
2024
Q3
$26.1K Sell
408
-83
-17% -$5.31K ﹤0.01% 888
2024
Q2
$28.3K Sell
491
-39
-7% -$2.24K ﹤0.01% 903
2024
Q1
$33.3K Buy
530
+14
+3% +$879 ﹤0.01% 881
2023
Q4
$32.5K Sell
516
-4
-0.8% -$252 ﹤0.01% 847
2023
Q3
$27.7K Buy
520
+118
+29% +$6.28K ﹤0.01% 818
2023
Q2
$41.9K Sell
402
-123
-23% -$12.8K ﹤0.01% 810
2023
Q1
$64.1K Sell
525
-3,018
-85% -$369K ﹤0.01% 809
2022
Q4
$442K Sell
3,543
-440
-11% -$54.9K 0.01% 700
2022
Q3
$421K Buy
3,983
+7
+0.2% +$740 0.01% 697
2022
Q2
$425K Sell
3,976
-285
-7% -$30.5K 0.01% 704
2022
Q1
$561K Sell
4,261
-408
-9% -$53.7K 0.01% 709
2021
Q4
$513K Buy
4,669
+580
+14% +$63.7K 0.01% 717
2021
Q3
$374K Buy
+4,089
New +$374K 0.01% 773
2021
Q1
$402K Buy
3,626
+487
+16% +$54K 0.01% 730
2020
Q4
$361K Buy
3,139
+256
+9% +$29.4K 0.01% 726
2020
Q3
$305K Sell
2,883
-806
-22% -$85.3K 0.01% 721
2020
Q2
$367K Buy
3,689
+32
+0.9% +$3.18K 0.01% 702
2020
Q1
$299K Buy
+3,657
New +$299K 0.01% 691
2019
Q1
Sell
-2,339
Closed -$150K 918
2018
Q4
$150K Sell
2,339
-70
-3% -$4.49K ﹤0.01% 842
2018
Q3
$182K Buy
2,409
+6
+0.2% +$453 ﹤0.01% 884
2018
Q2
$186K Sell
2,403
-1,159
-33% -$89.7K 0.01% 876
2018
Q1
$236K Buy
3,562
+998
+39% +$66.1K 0.01% 826
2017
Q4
$210K Buy
+2,564
New +$210K 0.01% 854
2015
Q2
Sell
-5,269
Closed -$262K 872
2015
Q1
$262K Buy
+5,269
New +$262K 0.01% 711
2014
Q3
Sell
-4,052
Closed -$250K 881
2014
Q2
$250K Hold
4,052
0.01% 828
2014
Q1
$269K Hold
4,052
0.01% 781
2013
Q4
$265K Hold
4,052
0.01% 772
2013
Q3
$252K Sell
4,052
-155
-4% -$9.64K 0.01% 730
2013
Q2
$223K Buy
+4,207
New +$223K 0.01% 745