Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.75K Buy
37
+6
+19% +$1.26K ﹤0.01% 978
2025
Q1
$5.62K Sell
31
-32
-51% -$5.8K ﹤0.01% 1029
2024
Q4
$11.9K Sell
63
-1
-2% -$189 ﹤0.01% 959
2024
Q3
$11.5K Hold
64
﹤0.01% 979
2024
Q2
$10.1K Sell
64
-111
-63% -$17.5K ﹤0.01% 948
2024
Q1
$25.4K Buy
175
+60
+52% +$8.69K ﹤0.01% 896
2023
Q4
$14.6K Buy
115
+21
+22% +$2.67K ﹤0.01% 903
2023
Q3
$9.97K Buy
94
+33
+54% +$3.5K ﹤0.01% 893
2023
Q2
$6.69K Sell
61
-3,002
-98% -$329K ﹤0.01% 949
2023
Q1
$310K Sell
3,063
-7,405
-71% -$748K 0.01% 621
2022
Q4
$1.04M Sell
10,468
-5,885
-36% -$587K 0.02% 499
2022
Q3
$1.33M Sell
16,353
-3,259
-17% -$265K 0.03% 445
2022
Q2
$1.61M Sell
19,612
-4,478
-19% -$368K 0.03% 415
2022
Q1
$2.32M Sell
24,090
-224
-0.9% -$21.5K 0.04% 371
2021
Q4
$2.24M Buy
24,314
+245
+1% +$22.6K 0.03% 385
2021
Q3
$2.08M Buy
+24,069
New +$2.08M 0.04% 388
2021
Q1
$258K Buy
3,255
+131
+4% +$10.4K ﹤0.01% 821
2020
Q4
$229K Buy
+3,124
New +$229K ﹤0.01% 836
2018
Q1
Sell
-4,232
Closed -$344K 951
2017
Q4
$344K Sell
4,232
-556
-12% -$45.2K 0.01% 762
2017
Q3
$363K Buy
4,788
+19
+0.4% +$1.44K 0.01% 741
2017
Q2
$436K Sell
4,769
-234
-5% -$21.4K 0.01% 659
2017
Q1
$390K Buy
5,003
+4
+0.1% +$312 0.01% 704
2016
Q4
$415K Buy
4,999
+180
+4% +$14.9K 0.01% 689
2016
Q3
$393K Sell
4,819
-604
-11% -$49.3K 0.01% 698
2016
Q2
$381K Buy
5,423
+607
+13% +$42.6K 0.01% 653
2016
Q1
$382K Sell
4,816
-33,290
-87% -$2.64M 0.01% 642
2015
Q4
$2.71M Buy
38,106
+6,620
+21% +$471K 0.1% 244
2015
Q3
$2.77M Buy
31,486
+153
+0.5% +$13.5K 0.1% 229
2015
Q2
$2.95M Buy
31,333
+13
+0% +$1.23K 0.1% 236
2015
Q1
$2.98M Buy
31,320
+5,471
+21% +$520K 0.1% 240
2014
Q4
$2.25M Sell
25,849
-5,685
-18% -$494K 0.08% 271
2014
Q3
$2.56M Buy
31,534
+5,136
+19% +$416K 0.09% 253
2014
Q2
$2.18M Buy
+26,398
New +$2.18M 0.07% 298