Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.1K Sell
681
-340
-33% -$7.54K ﹤0.01% 1039
2025
Q1
$23.4K Sell
1,021
-458
-31% -$10.5K ﹤0.01% 943
2024
Q4
$34.3K Sell
1,479
-458
-24% -$10.6K ﹤0.01% 867
2024
Q3
$67.4K Hold
1,937
﹤0.01% 720
2024
Q2
$62.7K Sell
1,937
-458
-19% -$14.8K ﹤0.01% 729
2024
Q1
$81.4K Hold
2,395
﹤0.01% 714
2023
Q4
$94.3K Sell
2,395
-340
-12% -$13.4K ﹤0.01% 676
2023
Q3
$104K Hold
2,735
﹤0.01% 654
2023
Q2
$125K Hold
2,735
﹤0.01% 625
2023
Q1
$123K Hold
2,735
﹤0.01% 622
2022
Q4
$120K Hold
2,735
﹤0.01% 611
2022
Q3
$114K Hold
2,735
﹤0.01% 622
2022
Q2
$134K Sell
2,735
-369
-12% -$18.1K ﹤0.01% 593
2022
Q1
$172K Buy
3,104
+594
+24% +$32.9K ﹤0.01% 598
2021
Q4
$131K Sell
2,510
-100
-4% -$5.22K ﹤0.01% 647
2021
Q3
$131K Hold
2,610
﹤0.01% 609
2021
Q2
$129K Hold
2,610
﹤0.01% 591
2021
Q1
$118K Buy
2,610
+100
+4% +$4.52K ﹤0.01% 577
2020
Q4
$107K Sell
2,510
-76
-3% -$3.24K ﹤0.01% 574
2020
Q3
$107K Hold
2,586
﹤0.01% 538
2020
Q2
$108K Hold
2,586
0.01% 514
2020
Q1
$106K Hold
2,586
0.01% 498
2019
Q4
$120K Hold
2,586
0.01% 536
2019
Q3
$126K Hold
2,586
0.01% 505
2019
Q2
$120K Hold
2,586
0.01% 525
2019
Q1
$114K Hold
2,586
0.01% 513
2018
Q4
$102K Hold
2,586
0.01% 531
2018
Q3
$105K Hold
2,586
0.01% 559
2018
Q2
$105K Sell
2,586
-752
-23% -$30.5K 0.01% 545
2018
Q1
$144K Sell
3,338
-615
-16% -$26.5K 0.01% 511
2017
Q4
$190K Sell
3,953
-76
-2% -$3.65K 0.01% 484
2017
Q3
$189K Sell
4,029
-1,261
-24% -$59.2K 0.01% 465
2017
Q2
$238K Sell
5,290
-3,750
-41% -$169K 0.02% 421
2017
Q1
$400K Sell
9,040
-73
-0.8% -$3.23K 0.03% 332
2016
Q4
$395K Sell
9,113
-662
-7% -$28.7K 0.03% 326
2016
Q3
$451K Buy
9,775
+165
+2% +$7.61K 0.03% 300
2016
Q2
$455K Buy
9,610
+1,577
+20% +$74.7K 0.03% 307
2016
Q1
$366K Buy
8,033
+1,633
+26% +$74.4K 0.03% 327
2015
Q4
$247K Buy
6,400
+2,621
+69% +$101K 0.02% 396
2015
Q3
$155K Buy
3,779
+372
+11% +$15.3K 0.01% 455
2015
Q2
$145K Buy
3,407
+367
+12% +$15.6K 0.01% 480
2015
Q1
$128K Buy
3,040
+41
+1% +$1.73K 0.01% 491
2014
Q4
$137K Buy
2,999
+92
+3% +$4.2K 0.01% 480
2014
Q3
$124K Buy
2,907
+260
+10% +$11.1K 0.01% 498
2014
Q2
$120K Buy
2,647
+29
+1% +$1.32K 0.01% 507
2014
Q1
$113K Buy
2,618
+1,238
+90% +$53.4K 0.01% 515
2013
Q4
$59K Sell
1,380
-112
-8% -$4.79K ﹤0.01% 628
2013
Q3
$64K Sell
1,492
-334
-18% -$14.3K 0.01% 592
2013
Q2
$75K Buy
+1,826
New +$75K 0.01% 525