Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Sell
72
-6
-8% -$913 ﹤0.01% 259
2025
Q1
$11.5K Hold
78
0.01% 283
2024
Q4
$10.1K Buy
78
+6
+8% +$775 ﹤0.01% 305
2024
Q3
$9.84K Sell
72
-28
-28% -$3.83K ﹤0.01% 298
2024
Q2
$10.2K Sell
100
-50
-33% -$5.11K 0.01% 301
2024
Q1
$13.3K Hold
150
0.01% 307
2023
Q4
$13.7K Hold
150
0.01% 304
2023
Q3
$11.7K Sell
150
-228
-60% -$17.8K 0.01% 325
2023
Q2
$31.6K Hold
378
0.02% 244
2023
Q1
$33.2K Sell
378
-54
-13% -$4.75K 0.02% 236
2022
Q4
$43.3K Hold
432
0.03% 213
2022
Q3
$40K Hold
432
0.03% 217
2022
Q2
$47K Hold
432
0.03% 207
2022
Q1
$54K Sell
432
-42
-9% -$5.25K 0.03% 209
2021
Q4
$70K Hold
474
0.04% 183
2021
Q3
$69K Hold
474
0.05% 179
2021
Q2
$79K Hold
474
0.05% 169
2021
Q1
$76K Hold
474
0.05% 166
2020
Q4
$69K Sell
474
-18
-4% -$2.62K 0.05% 168
2020
Q3
$66K Hold
492
0.06% 160
2020
Q2
$64K Sell
492
-81
-14% -$10.5K 0.05% 156
2020
Q1
$65K Sell
573
-289
-34% -$32.8K 0.06% 150
2019
Q4
$127K Hold
862
0.09% 119
2019
Q3
$118K Hold
862
0.09% 122
2019
Q2
$125K Sell
862
-240
-22% -$34.8K 0.1% 110
2019
Q1
$191K Hold
1,102
0.14% 102
2018
Q4
$176K Hold
1,102
0.14% 102
2018
Q3
$194K Sell
1,102
-10
-0.9% -$1.76K 0.13% 110
2018
Q2
$183K Hold
1,112
0.13% 113
2018
Q1
$204K Hold
1,112
0.15% 107
2017
Q4
$219K Hold
1,112
0.14% 106
2017
Q3
$195K Buy
1,112
+239
+27% +$41.9K 0.13% 119
2017
Q2
$152K Hold
873
0.1% 130
2017
Q1
$140K Sell
873
-12
-1% -$1.92K 0.09% 137
2016
Q4
$132K Hold
885
0.08% 143
2016
Q3
$131K Sell
885
-687
-44% -$102K 0.08% 140
2016
Q2
$230K Sell
1,572
-1,279
-45% -$187K 0.13% 112
2016
Q1
$397K Sell
2,851
-239
-8% -$33.3K 0.21% 104
2015
Q4
$389K Sell
3,090
-168
-5% -$21.2K 0.21% 106
2015
Q3
$386K Sell
3,258
-1,208
-27% -$143K 0.22% 104
2015
Q2
$576K Sell
4,466
-119
-3% -$15.3K 0.29% 82
2015
Q1
$632K Buy
4,585
+17
+0.4% +$2.34K 0.32% 77
2014
Q4
$627K Sell
4,568
-119
-3% -$16.3K 0.31% 77
2014
Q3
$555K Hold
4,687
0.28% 85
2014
Q2
$562K Sell
4,687
-237
-5% -$28.4K 0.27% 83
2014
Q1
$559K Sell
4,924
-10,916
-69% -$1.24M 0.27% 87
2013
Q4
$1.86M Buy
15,840
+3,943
+33% +$462K 0.87% 19
2013
Q3
$1.19M Buy
11,897
+2,354
+25% +$235K 0.58% 37
2013
Q2
$872K Buy
+9,543
New +$872K 0.43% 57