Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.2K Hold
775
﹤0.01% 1479
2025
Q1
$17.8K Hold
775
﹤0.01% 1372
2024
Q4
$18K Sell
775
-2,060
-73% -$47.7K ﹤0.01% 1372
2024
Q3
$98.7K Buy
2,835
+28
+1% +$974 ﹤0.01% 728
2024
Q2
$90.9K Buy
2,807
+225
+9% +$7.28K ﹤0.01% 715
2024
Q1
$87.7K Buy
2,582
+198
+8% +$6.73K ﹤0.01% 726
2023
Q4
$93.9K Buy
2,384
+180
+8% +$7.09K ﹤0.01% 684
2023
Q3
$84.1K Sell
2,204
-99
-4% -$3.78K ﹤0.01% 677
2023
Q2
$105K Buy
2,303
+99
+4% +$4.51K ﹤0.01% 627
2023
Q1
$98.7K Hold
2,204
﹤0.01% 643
2022
Q4
$96.9K Buy
2,204
+155
+8% +$6.81K ﹤0.01% 619
2022
Q3
$85K Hold
2,049
﹤0.01% 652
2022
Q2
$100K Buy
2,049
+2,040
+22,667% +$99.6K ﹤0.01% 667
2022
Q1
$0 Sell
9
-2,298
-100% ﹤0.01% 1761
2021
Q4
$118K Sell
2,307
-127
-5% -$6.5K ﹤0.01% 627
2021
Q3
$121K Buy
2,434
+66
+3% +$3.28K ﹤0.01% 621
2021
Q2
$116K Hold
2,368
0.01% 503
2021
Q1
$105K Hold
2,368
0.01% 495
2020
Q4
$101K Sell
2,368
-579
-20% -$24.7K 0.01% 428
2020
Q3
$122K Sell
2,947
-250
-8% -$10.4K 0.01% 365
2020
Q2
$132K Sell
3,197
-611
-16% -$25.2K 0.01% 356
2020
Q1
$155K Sell
3,808
-673
-15% -$27.4K 0.01% 320
2019
Q4
$206K Hold
4,481
0.02% 335
2019
Q3
$216K Buy
4,481
+1,355
+43% +$65.3K 0.02% 318
2019
Q2
$141K Hold
3,126
0.01% 387
2019
Q1
$137K Sell
3,126
-162
-5% -$7.1K 0.01% 379
2018
Q4
$130K Sell
3,288
-424
-11% -$16.8K 0.01% 384
2018
Q3
$150K Buy
3,712
+320
+9% +$12.9K 0.01% 404
2018
Q2
$136K Sell
3,392
-378
-10% -$15.2K 0.01% 403
2018
Q1
$160K Sell
3,770
-3,712
-50% -$158K 0.02% 331
2017
Q4
$353K Sell
7,482
-97
-1% -$4.58K 0.03% 245
2017
Q3
$354K Hold
7,579
0.04% 238
2017
Q2
$346K Hold
7,579
0.04% 240
2017
Q1
$339K Buy
7,579
+87
+1% +$3.89K 0.04% 248
2016
Q4
$345K Hold
7,492
0.04% 246
2016
Q3
$345K Sell
7,492
-177
-2% -$8.15K 0.04% 243
2016
Q2
$362K Buy
7,669
+177
+2% +$8.36K 0.05% 229
2016
Q1
$342K Buy
7,492
+60
+0.8% +$2.74K 0.04% 248
2015
Q4
$286K Sell
7,432
-187
-2% -$7.2K 0.05% 228
2015
Q3
$312K Sell
7,619
-468
-6% -$19.2K 0.05% 231
2015
Q2
$343K Buy
8,087
+2,130
+36% +$90.3K 0.05% 230
2015
Q1
$252K Buy
5,957
+884
+17% +$37.4K 0.04% 278
2014
Q4
$233K Buy
5,073
+281
+6% +$12.9K 0.04% 285
2014
Q3
$205K Buy
4,792
+22
+0.5% +$941 0.03% 301
2014
Q2
$216K Buy
4,770
+844
+21% +$38.2K 0.03% 315
2014
Q1
$169K Hold
3,926
0.02% 332
2013
Q4
$169K Buy
3,926
+128
+3% +$5.51K 0.03% 325
2013
Q3
$163K Buy
3,798
+3,745
+7,066% +$161K 0.03% 320
2013
Q2
$2K Buy
+53
New +$2K ﹤0.01% 826