Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.5K Sell
249
-249
-50% -$69.5K 0.03% 178
2025
Q1
$155K Sell
498
-41
-8% -$12.8K 0.08% 143
2024
Q4
$140K Buy
539
+214
+66% +$55.8K 0.07% 152
2024
Q3
$105K Sell
325
-44
-12% -$14.2K 0.05% 166
2024
Q2
$115K Sell
369
-21
-5% -$6.56K 0.06% 158
2024
Q1
$111K Buy
390
+53
+16% +$15.1K 0.06% 166
2023
Q4
$97.1K Hold
337
0.05% 177
2023
Q3
$90.6K Hold
337
0.05% 172
2023
Q2
$74.8K Sell
337
-26
-7% -$5.77K 0.05% 170
2023
Q1
$87.8K Sell
363
-88
-20% -$21.3K 0.05% 158
2022
Q4
$118K Hold
451
0.07% 134
2022
Q3
$102K Hold
451
0.07% 137
2022
Q2
$110K Hold
451
0.07% 136
2022
Q1
$109K Hold
451
0.07% 153
2021
Q4
$101K Hold
451
0.06% 151
2021
Q3
$96K Sell
451
-50
-10% -$10.6K 0.06% 151
2021
Q2
$122K Hold
501
0.08% 129
2021
Q1
$124K Sell
501
-56
-10% -$13.9K 0.09% 122
2020
Q4
$128K Sell
557
-53
-9% -$12.2K 0.09% 119
2020
Q3
$155K Buy
610
+109
+22% +$27.7K 0.13% 100
2020
Q2
$118K Sell
501
-35
-7% -$8.24K 0.1% 111
2020
Q1
$108K Sell
536
-19
-3% -$3.83K 0.1% 110
2019
Q4
$134K Hold
555
0.1% 116
2019
Q3
$107K Hold
555
0.08% 131
2019
Q2
$103K Hold
555
0.08% 128
2019
Q1
$105K Hold
555
0.08% 137
2018
Q4
$108K Hold
555
0.09% 135
2018
Q3
$115K Sell
555
-9
-2% -$1.87K 0.08% 139
2018
Q2
$104K Hold
564
0.07% 147
2018
Q1
$97K Sell
564
-148
-21% -$25.5K 0.07% 155
2017
Q4
$124K Sell
712
-239
-25% -$41.6K 0.08% 144
2017
Q3
$177K Hold
951
0.12% 124
2017
Q2
$164K Hold
951
0.1% 123
2017
Q1
$156K Sell
951
-70
-7% -$11.5K 0.1% 126
2016
Q4
$149K Sell
1,021
-167
-14% -$24.4K 0.09% 132
2016
Q3
$198K Sell
1,188
-275
-19% -$45.8K 0.12% 108
2016
Q2
$222K Sell
1,463
-2,110
-59% -$320K 0.13% 116
2016
Q1
$536K Buy
3,573
+65
+2% +$9.75K 0.28% 84
2015
Q4
$570K Sell
3,508
-27
-0.8% -$4.39K 0.3% 81
2015
Q3
$489K Sell
3,535
-250
-7% -$34.6K 0.27% 93
2015
Q2
$581K Buy
3,785
+50
+1% +$7.68K 0.29% 81
2015
Q1
$597K Buy
3,735
+92
+3% +$14.7K 0.3% 81
2014
Q4
$580K Hold
3,643
0.29% 82
2014
Q3
$512K Hold
3,643
0.25% 94
2014
Q2
$431K Hold
3,643
0.21% 106
2014
Q1
$449K Buy
3,643
+94
+3% +$11.6K 0.22% 107
2013
Q4
$405K Hold
3,549
0.19% 107
2013
Q3
$398K Hold
3,549
0.2% 109
2013
Q2
$350K Buy
+3,549
New +$350K 0.17% 122