Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.3K Sell
281
-72
-20% -$12.6K ﹤0.01% 805
2025
Q1
$63.9K Hold
353
﹤0.01% 736
2024
Q4
$73.9K Sell
353
-13
-4% -$2.72K ﹤0.01% 716
2024
Q3
$78.5K Sell
366
-30
-8% -$6.44K ﹤0.01% 699
2024
Q2
$79.7K Sell
396
-62
-14% -$12.5K ﹤0.01% 693
2024
Q1
$112K Sell
458
-38
-8% -$9.27K ﹤0.01% 656
2023
Q4
$108K Hold
496
﹤0.01% 652
2023
Q3
$103K Buy
496
+5
+1% +$1.04K ﹤0.01% 657
2023
Q2
$106K Sell
491
-800
-62% -$172K ﹤0.01% 658
2023
Q1
$298K Sell
1,291
-41
-3% -$9.47K 0.01% 473
2022
Q4
$304K Buy
1,332
+938
+238% +$214K 0.01% 464
2022
Q3
$79K Sell
394
-52
-12% -$10.4K ﹤0.01% 696
2022
Q2
$81K Hold
446
﹤0.01% 685
2022
Q1
$86K Hold
446
﹤0.01% 723
2021
Q4
$105K Hold
446
﹤0.01% 688
2021
Q3
$92K Hold
446
﹤0.01% 679
2021
Q2
$98K Hold
446
﹤0.01% 641
2021
Q1
$93K Hold
446
﹤0.01% 616
2020
Q4
$89K Hold
446
﹤0.01% 608
2020
Q3
$81K Hold
446
﹤0.01% 589
2020
Q2
$70K Sell
446
-95
-18% -$14.9K ﹤0.01% 582
2020
Q1
$75K Hold
541
﹤0.01% 554
2019
Q4
$93K Hold
541
﹤0.01% 581
2019
Q3
$89K Sell
541
-51
-9% -$8.39K 0.01% 560
2019
Q2
$100K Hold
592
0.01% 560
2019
Q1
$90K Sell
592
-189
-24% -$28.7K 0.01% 549
2018
Q4
$99K Hold
781
0.01% 534
2018
Q3
$118K Sell
781
-104
-12% -$15.7K 0.01% 539
2018
Q2
$121K Sell
885
-613
-41% -$83.8K 0.01% 529
2018
Q1
$213K Sell
1,498
-592
-28% -$84.2K 0.01% 453
2017
Q4
$276K Sell
2,090
-332
-14% -$43.8K 0.02% 426
2017
Q3
$294K Sell
2,422
-442
-15% -$53.7K 0.02% 396
2017
Q2
$324K Sell
2,864
-282
-9% -$31.9K 0.02% 380
2017
Q1
$294K Sell
3,146
-447
-12% -$41.8K 0.02% 384
2016
Q4
$324K Sell
3,593
-223
-6% -$20.1K 0.02% 362
2016
Q3
$357K Sell
3,816
-213
-5% -$19.9K 0.03% 332
2016
Q2
$331K Sell
4,029
-164
-4% -$13.5K 0.02% 348
2016
Q1
$348K Sell
4,193
-302
-7% -$25.1K 0.03% 337
2015
Q4
$344K Sell
4,495
-268
-6% -$20.5K 0.03% 336
2015
Q3
$340K Buy
4,763
+38
+0.8% +$2.71K 0.03% 327
2015
Q2
$371K Buy
4,725
+89
+2% +$6.99K 0.03% 341
2015
Q1
$352K Sell
4,636
-242
-5% -$18.4K 0.03% 338
2014
Q4
$380K Sell
4,878
-41
-0.8% -$3.19K 0.03% 336
2014
Q3
$356K Buy
4,919
+285
+6% +$20.6K 0.03% 346
2014
Q2
$374K Sell
4,634
-86
-2% -$6.94K 0.03% 347
2014
Q1
$344K Buy
4,720
+167
+4% +$12.2K 0.03% 353
2013
Q4
$336K Buy
4,553
+63
+1% +$4.65K 0.03% 356
2013
Q3
$293K Buy
4,490
+28
+0.6% +$1.83K 0.03% 360
2013
Q2
$240K Buy
+4,462
New +$240K 0.02% 364