Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.3K Buy
1,459
+1,402
+2,460% +$31.1K ﹤0.01% 836
2025
Q1
$1.31K Sell
57
-24
-30% -$551 ﹤0.01% 1206
2024
Q4
$1.88K Buy
+81
New +$1.88K ﹤0.01% 1153
2023
Q4
Sell
-10,954
Closed -$418K 1027
2023
Q3
$418K Buy
10,954
+192
+2% +$7.33K 0.01% 402
2023
Q2
$491K Sell
10,762
-169
-2% -$7.71K 0.01% 383
2023
Q1
$490K Hold
10,931
0.01% 381
2022
Q4
$480K Buy
10,931
+39
+0.4% +$1.71K 0.01% 393
2022
Q3
$457K Hold
10,892
0.01% 385
2022
Q2
$536K Hold
10,892
0.01% 368
2022
Q1
$604K Hold
10,892
0.01% 368
2021
Q4
$567K Sell
10,892
-120
-1% -$6.25K 0.01% 386
2021
Q3
$551K Sell
11,012
-100
-0.9% -$5K 0.01% 379
2021
Q2
$548K Hold
11,112
0.01% 389
2021
Q1
$502K Sell
11,112
-8,080
-42% -$365K 0.01% 384
2020
Q4
$821K Sell
19,192
-8,195
-30% -$351K 0.02% 309
2020
Q3
$1.14M Buy
27,387
+5,896
+27% +$245K 0.03% 265
2020
Q2
$898K Sell
21,491
-1,102
-5% -$46K 0.02% 285
2020
Q1
$923K Sell
22,593
-3,439
-13% -$140K 0.03% 258
2019
Q4
$1.21M Sell
26,032
-377
-1% -$17.5K 0.03% 256
2019
Q3
$1.28M Sell
26,409
-1,315
-5% -$63.7K 0.04% 247
2019
Q2
$1.26M Sell
27,724
-2,686
-9% -$122K 0.04% 234
2019
Q1
$1.35M Sell
30,410
-2,270
-7% -$101K 0.04% 225
2018
Q4
$1.29M Sell
32,680
-3,789
-10% -$150K 0.05% 217
2018
Q3
$1.48M Sell
36,469
-810
-2% -$32.8K 0.05% 216
2018
Q2
$1.51M Sell
37,279
-7,032
-16% -$285K 0.05% 213
2018
Q1
$1.91M Sell
44,311
-2,430
-5% -$105K 0.06% 207
2017
Q4
$2.24M Sell
46,741
-2,551
-5% -$122K 0.07% 191
2017
Q3
$2.31M Sell
49,292
-3,036
-6% -$142K 0.08% 193
2017
Q2
$2.36M Sell
52,328
-521
-1% -$23.5K 0.08% 189
2017
Q1
$2.34M Sell
52,849
-1,920
-4% -$85K 0.08% 184
2016
Q4
$2.37M Sell
54,769
-2,612
-5% -$113K 0.08% 185
2016
Q3
$2.65M Sell
57,381
-2,069
-3% -$95.6K 0.1% 173
2016
Q2
$2.81M Sell
59,450
-1,545
-3% -$73.1K 0.1% 169
2016
Q1
$2.78M Sell
60,995
-1,390
-2% -$63.3K 0.1% 163
2015
Q4
$2.41M Sell
62,385
-3,423
-5% -$132K 0.09% 171
2015
Q3
$2.7M Sell
65,808
-2,690
-4% -$110K 0.11% 166
2015
Q2
$2.91M Sell
68,498
-6,474
-9% -$275K 0.11% 163
2015
Q1
$3.18M Sell
74,972
-2,083
-3% -$88.2K 0.12% 163
2014
Q4
$3.53M Sell
77,055
-2,256
-3% -$103K 0.14% 159
2014
Q3
$3.39M Sell
79,311
-2,875
-3% -$123K 0.14% 158
2014
Q2
$3.73M Sell
82,186
-693
-0.8% -$31.4K 0.15% 158
2014
Q1
$3.58M Sell
82,879
-3,526
-4% -$152K 0.15% 152
2013
Q4
$3.74M Sell
86,405
-11,773
-12% -$510K 0.17% 149
2013
Q3
$4.19M Sell
98,178
-27,301
-22% -$1.17M 0.21% 140
2013
Q2
$5.15M Buy
+125,479
New +$5.15M 0.27% 119