Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Buy
2,449
+595
+32% +$6.32K ﹤0.01% 945
2025
Q1
$18K Sell
1,854
-3,085
-62% -$30K ﹤0.01% 1020
2024
Q4
$49K Buy
4,939
+390
+9% +$3.87K ﹤0.01% 751
2024
Q3
$48K Buy
4,549
+40
+0.9% +$422 ﹤0.01% 731
2024
Q2
$56K Sell
4,509
-533
-11% -$6.62K ﹤0.01% 682
2024
Q1
$67K Buy
5,042
+238
+5% +$3.16K ﹤0.01% 603
2023
Q4
$59K Buy
4,804
+45
+0.9% +$553 ﹤0.01% 623
2023
Q3
$59K Buy
4,759
+40
+0.8% +$496 ﹤0.01% 574
2023
Q2
$71K Buy
4,719
+38
+0.8% +$572 ﹤0.01% 522
2023
Q1
$59K Buy
4,681
+195
+4% +$2.46K ﹤0.01% 564
2022
Q4
$52K Buy
4,486
+1,342
+43% +$15.6K ﹤0.01% 613
2022
Q3
$35K Buy
3,144
+400
+15% +$4.45K ﹤0.01% 629
2022
Q2
$30K Sell
2,744
-31
-1% -$339 ﹤0.01% 644
2022
Q1
$47K Sell
2,775
-1,194
-30% -$20.2K ﹤0.01% 556
2021
Q4
$83K Buy
3,969
+10
+0.3% +$209 0.01% 481
2021
Q3
$56K Buy
3,959
+1,003
+34% +$14.2K ﹤0.01% 557
2021
Q2
$43K Buy
2,956
+256
+9% +$3.72K ﹤0.01% 577
2021
Q1
$33K Buy
2,700
+2,492
+1,198% +$30.5K ﹤0.01% 650
2020
Q4
$2K Sell
208
-350
-63% -$3.37K ﹤0.01% 686
2020
Q3
$4K Sell
558
-300
-35% -$2.15K ﹤0.01% 666
2020
Q2
$5K Sell
858
-254
-23% -$1.48K ﹤0.01% 604
2020
Q1
$5K Buy
1,112
+259
+30% +$1.17K ﹤0.01% 581
2019
Q4
$8K Buy
853
+3
+0.4% +$28 ﹤0.01% 570
2019
Q3
$7K Buy
850
+200
+31% +$1.65K ﹤0.01% 580
2019
Q2
$7K Hold
650
﹤0.01% 559
2019
Q1
$5K Sell
650
-30
-4% -$231 ﹤0.01% 567
2018
Q4
$5K Buy
680
+30
+5% +$221 ﹤0.01% 512
2018
Q3
$6K Sell
650
-45
-6% -$415 ﹤0.01% 473
2018
Q2
$8K Hold
695
﹤0.01% 481
2018
Q1
$8K Buy
695
+280
+67% +$3.22K ﹤0.01% 465
2017
Q4
$5K Sell
415
-400
-49% -$4.82K ﹤0.01% 417
2017
Q3
$10K Buy
+815
New +$10K ﹤0.01% 386
2017
Q1
Sell
-65,055
Closed -$789K 345
2016
Q4
$789K Buy
65,055
+3,055
+5% +$37.1K 0.14% 110
2016
Q3
$748K Buy
62,000
+8,266
+15% +$99.8K 0.14% 110
2016
Q2
$675K Buy
53,734
+1,913
+4% +$24K 0.14% 117
2016
Q1
$700K Sell
51,821
-9,611
-16% -$130K 0.14% 116
2015
Q4
$866K Buy
+61,432
New +$866K 0.18% 109
2014
Q4
Sell
-137,643
Closed -$2.04M 395
2014
Q3
$2.04M Buy
137,643
+7,706
+6% +$114K 0.48% 54
2014
Q2
$2.24M Buy
129,937
+9,693
+8% +$167K 0.55% 39
2014
Q1
$1.88M Buy
120,244
+6,151
+5% +$96K 0.49% 55
2013
Q4
$1.76M Sell
114,093
-644
-0.6% -$9.94K 0.48% 58
2013
Q3
$1.94M Sell
114,737
-133
-0.1% -$2.24K 0.58% 40
2013
Q2
$1.78M Buy
+114,870
New +$1.78M 0.56% 40