Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.4K Sell
905
-129
-12% -$9.61K ﹤0.01% 748
2025
Q1
$70K Hold
1,034
﹤0.01% 724
2024
Q4
$64.1K Hold
1,034
﹤0.01% 743
2024
Q3
$67.3K Sell
1,034
-21
-2% -$1.37K ﹤0.01% 721
2024
Q2
$56.7K Sell
1,055
-406
-28% -$21.8K ﹤0.01% 752
2024
Q1
$77.1K Sell
1,461
-62
-4% -$3.27K ﹤0.01% 724
2023
Q4
$66.4K Buy
1,523
+29
+2% +$1.27K ﹤0.01% 742
2023
Q3
$65.9K Buy
1,494
+49
+3% +$2.16K ﹤0.01% 726
2023
Q2
$64.6K Sell
1,445
-95
-6% -$4.25K ﹤0.01% 735
2023
Q1
$68.3K Buy
1,540
+25
+2% +$1.11K ﹤0.01% 732
2022
Q4
$62.8K Sell
1,515
-100
-6% -$4.15K ﹤0.01% 735
2022
Q3
$59K Sell
1,615
-185
-10% -$6.76K ﹤0.01% 743
2022
Q2
$75K Buy
1,800
+330
+22% +$13.8K ﹤0.01% 700
2022
Q1
$84K Buy
1,470
+330
+29% +$18.9K ﹤0.01% 724
2021
Q4
$76K Hold
1,140
﹤0.01% 731
2021
Q3
$79K Hold
1,140
﹤0.01% 700
2021
Q2
$80K Sell
1,140
-50
-4% -$3.51K ﹤0.01% 666
2021
Q1
$73K Sell
1,190
-45
-4% -$2.76K ﹤0.01% 654
2020
Q4
$62K Hold
1,235
﹤0.01% 655
2020
Q3
$64K Sell
1,235
-150
-11% -$7.77K ﹤0.01% 620
2020
Q2
$73K Sell
1,385
-200
-13% -$10.5K ﹤0.01% 574
2020
Q1
$48K Buy
1,585
+225
+17% +$6.81K ﹤0.01% 617
2019
Q4
$49K Sell
1,360
-1,306
-49% -$47.1K ﹤0.01% 681
2019
Q3
$104K Buy
2,666
+1,157
+77% +$45.1K 0.01% 539
2019
Q2
$60K Sell
1,509
-3,584
-70% -$143K ﹤0.01% 621
2019
Q1
$189K Sell
5,093
-6,884
-57% -$255K 0.01% 448
2018
Q4
$336K Sell
11,977
-446
-4% -$12.5K 0.02% 364
2018
Q3
$411K Sell
12,423
-3,774
-23% -$125K 0.02% 357
2018
Q2
$588K Buy
16,197
+4,925
+44% +$179K 0.04% 311
2018
Q1
$453K Buy
11,272
+1,894
+20% +$76.1K 0.03% 351
2017
Q4
$354K Buy
9,378
+725
+8% +$27.4K 0.02% 386
2017
Q3
$333K Sell
8,653
-1,000
-10% -$38.5K 0.02% 377
2017
Q2
$337K Buy
9,653
+110
+1% +$3.84K 0.02% 373
2017
Q1
$320K Buy
9,543
+335
+4% +$11.2K 0.02% 374
2016
Q4
$273K Buy
9,208
+715
+8% +$21.2K 0.02% 396
2016
Q3
$279K Buy
8,493
+361
+4% +$11.9K 0.02% 384
2016
Q2
$190K Buy
8,132
+270
+3% +$6.31K 0.01% 445
2016
Q1
$188K Buy
7,862
+715
+10% +$17.1K 0.01% 444
2015
Q4
$197K Sell
7,147
-65
-0.9% -$1.79K 0.02% 425
2015
Q3
$176K Sell
7,212
-57,753
-89% -$1.41M 0.02% 436
2015
Q2
$1.65M Sell
64,965
-879
-1% -$22.3K 0.13% 161
2015
Q1
$1.6M Buy
65,844
+939
+1% +$22.8K 0.13% 154
2014
Q4
$1.53M Buy
64,905
+589
+0.9% +$13.9K 0.12% 155
2014
Q3
$1.53M Sell
64,316
-2,635
-4% -$62.8K 0.12% 162
2014
Q2
$1.41M Sell
66,951
-1,295
-2% -$27.3K 0.11% 170
2014
Q1
$1.59M Buy
68,246
+1,509
+2% +$35.1K 0.13% 158
2013
Q4
$1.54M Sell
66,737
-181
-0.3% -$4.18K 0.13% 156
2013
Q3
$1.57M Sell
66,918
-1,915
-3% -$45K 0.14% 146
2013
Q2
$1.5M Buy
+68,833
New +$1.5M 0.14% 146