Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.3K Sell
838
-313
-27% -$24.8K ﹤0.01% 182
2025
Q1
$103K Sell
1,151
-254
-18% -$22.8K ﹤0.01% 150
2024
Q4
$140K Sell
1,405
-530
-27% -$52.7K ﹤0.01% 141
2024
Q3
$220K Buy
1,935
+550
+40% +$62.5K 0.01% 123
2024
Q2
$171K Buy
1,385
+317
+30% +$39.2K ﹤0.01% 127
2024
Q1
$141K Buy
1,068
+234
+28% +$30.9K ﹤0.01% 130
2023
Q4
$90.9K Sell
834
-523
-39% -$57K ﹤0.01% 143
2023
Q3
$140K Buy
1,357
+371
+38% +$38.2K ﹤0.01% 126
2023
Q2
$114K Hold
986
﹤0.01% 134
2023
Q1
$105K Hold
986
﹤0.01% 135
2022
Q4
$109K Hold
986
﹤0.01% 137
2022
Q3
$85K Hold
986
﹤0.01% 152
2022
Q2
$90K Hold
986
﹤0.01% 150
2022
Q1
$81K Sell
986
-13
-1% -$1.07K ﹤0.01% 170
2021
Q4
$77K Sell
999
-591
-37% -$45.6K ﹤0.01% 187
2021
Q3
$119K Buy
1,590
+906
+132% +$67.8K ﹤0.01% 154
2021
Q2
$53K Buy
684
+34
+5% +$2.64K ﹤0.01% 195
2021
Q1
$48K Buy
650
+583
+870% +$43.1K ﹤0.01% 199
2020
Q4
$5K Sell
67
-22
-25% -$1.64K ﹤0.01% 307
2020
Q3
$7K Sell
89
-30
-25% -$2.36K ﹤0.01% 261
2020
Q2
$9K Hold
119
﹤0.01% 222
2020
Q1
$9K Buy
119
+52
+78% +$3.93K ﹤0.01% 222
2019
Q4
$6K Hold
67
﹤0.01% 234
2019
Q3
$5K Hold
67
﹤0.01% 226
2019
Q2
$5K Hold
67
﹤0.01% 222
2019
Q1
$5K Sell
67
-61
-48% -$4.55K ﹤0.01% 232
2018
Q4
$9K Buy
128
+118
+1,180% +$8.3K ﹤0.01% 228
2018
Q3
$1K Sell
10
-32
-76% -$3.2K ﹤0.01% 325
2018
Q2
$2K Sell
42
-695
-94% -$33.1K ﹤0.01% 280
2018
Q1
$38K Sell
737
-28
-4% -$1.44K ﹤0.01% 157
2017
Q4
$41K Buy
765
+315
+70% +$16.9K ﹤0.01% 151
2017
Q3
$27K Sell
450
-55,721
-99% -$3.34M ﹤0.01% 155
2017
Q2
$3.44M Sell
56,171
-431,458
-88% -$26.4M 0.16% 80
2017
Q1
$29.6M Sell
487,629
-200
-0% -$12.1K 1.47% 27
2016
Q4
$27.4M Sell
487,829
-24,592
-5% -$1.38M 1.39% 27
2016
Q3
$30.5M Sell
512,421
-63,382
-11% -$3.77M 1.58% 24
2016
Q2
$31.7M Sell
575,803
-3,353
-0.6% -$184K 1.7% 19
2016
Q1
$29.2M Sell
579,156
-11,333
-2% -$572K 1.57% 26
2015
Q4
$29.8M Buy
590,489
+16,898
+3% +$852K 1.63% 24
2015
Q3
$27M Buy
573,591
+43,761
+8% +$2.06M 1.48% 28
2015
Q2
$28.8M Buy
529,830
+1,017
+0.2% +$55.2K 1.44% 28
2015
Q1
$29M Sell
528,813
-122
-0% -$6.69K 1.46% 26
2014
Q4
$28.7M Sell
528,935
-1,783
-0.3% -$96.6K 1.44% 29
2014
Q3
$30M Sell
530,718
-283,178
-35% -$16M 1.54% 22
2014
Q2
$44.9M Buy
+813,896
New +$44.9M 2.25% 5