Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.2K Sell
390
-62
-14% -$6.4K ﹤0.01% 844
2025
Q1
$41.8K Sell
452
-63
-12% -$5.83K ﹤0.01% 825
2024
Q4
$48.1K Hold
515
﹤0.01% 810
2024
Q3
$50.4K Sell
515
-49
-9% -$4.8K ﹤0.01% 781
2024
Q2
$55.2K Sell
564
-250
-31% -$24.5K ﹤0.01% 756
2024
Q1
$100K Sell
814
-70
-8% -$8.61K ﹤0.01% 683
2023
Q4
$107K Buy
884
+250
+39% +$30.4K ﹤0.01% 656
2023
Q3
$75K Buy
634
+125
+25% +$14.8K ﹤0.01% 702
2023
Q2
$66.9K Hold
509
﹤0.01% 729
2023
Q1
$68.8K Hold
509
﹤0.01% 730
2022
Q4
$70.6K Hold
509
﹤0.01% 708
2022
Q3
$49K Sell
509
-61
-11% -$5.87K ﹤0.01% 770
2022
Q2
$56K Hold
570
﹤0.01% 751
2022
Q1
$83K Hold
570
﹤0.01% 727
2021
Q4
$66K Hold
570
﹤0.01% 751
2021
Q3
$70K Hold
570
﹤0.01% 718
2021
Q2
$74K Hold
570
﹤0.01% 677
2021
Q1
$82K Hold
570
﹤0.01% 636
2020
Q4
$59K Buy
570
+320
+128% +$33.1K ﹤0.01% 659
2020
Q3
$19K Hold
250
﹤0.01% 769
2020
Q2
$14K Sell
250
-324
-56% -$18.1K ﹤0.01% 788
2020
Q1
$27K Hold
574
﹤0.01% 710
2019
Q4
$44K Hold
574
﹤0.01% 699
2019
Q3
$43K Hold
574
﹤0.01% 676
2019
Q2
$43K Hold
574
﹤0.01% 674
2019
Q1
$40K Sell
574
-179
-24% -$12.5K ﹤0.01% 664
2018
Q4
$42K Sell
753
-192
-20% -$10.7K ﹤0.01% 661
2018
Q3
$57K Hold
945
﹤0.01% 656
2018
Q2
$57K Sell
945
-117
-11% -$7.06K ﹤0.01% 647
2018
Q1
$69K Sell
1,062
-2,178
-67% -$142K ﹤0.01% 624
2017
Q4
$232K Buy
3,240
+43
+1% +$3.08K 0.01% 452
2017
Q3
$236K Sell
3,197
-679
-18% -$50.1K 0.02% 425
2017
Q2
$261K Sell
3,876
-427
-10% -$28.8K 0.02% 402
2017
Q1
$259K Sell
4,303
-2,054
-32% -$124K 0.02% 404
2016
Q4
$368K Sell
6,357
-402
-6% -$23.3K 0.03% 339
2016
Q3
$333K Buy
6,759
+1
+0% +$49 0.02% 345
2016
Q2
$319K Sell
6,758
-8
-0.1% -$378 0.02% 352
2016
Q1
$336K Sell
6,766
-1
-0% -$50 0.03% 342
2015
Q4
$307K Sell
6,767
-727
-10% -$33K 0.03% 356
2015
Q3
$349K Sell
7,494
-472
-6% -$22K 0.03% 325
2015
Q2
$452K Buy
7,966
+122
+2% +$6.92K 0.04% 318
2015
Q1
$374K Sell
7,844
-570
-7% -$27.2K 0.03% 333
2014
Q4
$380K Sell
8,414
-2,058
-20% -$92.9K 0.03% 334
2014
Q3
$476K Buy
10,472
+1,950
+23% +$88.6K 0.04% 301
2014
Q2
$479K Sell
8,522
-2,998
-26% -$169K 0.04% 310
2014
Q1
$635K Sell
11,520
-7,859
-41% -$433K 0.05% 267
2013
Q4
$1.15M Buy
19,379
+674
+4% +$39.9K 0.1% 186
2013
Q3
$1.13M Buy
18,705
+2,016
+12% +$122K 0.1% 175
2013
Q2
$838K Buy
+16,689
New +$838K 0.08% 209