Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Buy
3,155
+2,134
+209% +$82K ﹤0.01% 662
2025
Q1
$39.6K Buy
1,021
+444
+77% +$17.2K ﹤0.01% 1041
2024
Q4
$19.5K Sell
577
-321
-36% -$10.9K ﹤0.01% 1340
2024
Q3
$36.7K Buy
898
+443
+97% +$18.1K ﹤0.01% 1124
2024
Q2
$17.5K Sell
455
-744
-62% -$28.7K ﹤0.01% 1333
2024
Q1
$51.4K Buy
1,199
+35
+3% +$1.5K ﹤0.01% 928
2023
Q4
$43.2K Sell
1,164
-113
-9% -$4.19K ﹤0.01% 1005
2023
Q3
$46.3K Buy
1,277
+278
+28% +$10.1K ﹤0.01% 885
2023
Q2
$35.6K Buy
999
+65
+7% +$2.32K ﹤0.01% 1034
2023
Q1
$33.3K Buy
934
+249
+36% +$8.87K ﹤0.01% 1075
2022
Q4
$24.1K Sell
685
-239
-26% -$8.4K ﹤0.01% 1194
2022
Q3
$26K Sell
924
-182
-16% -$5.12K ﹤0.01% 1123
2022
Q2
$59K Buy
1,106
+892
+417% +$47.6K ﹤0.01% 873
2022
Q1
$12K Buy
214
+72
+51% +$4.04K ﹤0.01% 1046
2021
Q4
$7K Sell
142
-284
-67% -$14K ﹤0.01% 1651
2021
Q3
$20K Sell
426
-424
-50% -$19.9K ﹤0.01% 1280
2021
Q2
$42K Hold
850
﹤0.01% 847
2021
Q1
$37K Sell
850
-250
-23% -$10.9K ﹤0.01% 850
2020
Q4
$50K Sell
1,100
-2,555
-70% -$116K ﹤0.01% 600
2020
Q3
$171K Buy
3,655
+23
+0.6% +$1.08K 0.01% 323
2020
Q2
$184K Sell
3,632
-276
-7% -$14K 0.01% 314
2020
Q1
$185K Sell
3,908
-87
-2% -$4.12K 0.02% 298
2019
Q4
$234K Buy
3,995
+309
+8% +$18.1K 0.02% 317
2019
Q3
$196K Sell
3,686
-8
-0.2% -$425 0.02% 328
2019
Q2
$184K Buy
3,694
+125
+4% +$6.23K 0.01% 353
2019
Q1
$185K Buy
3,569
+895
+33% +$46.4K 0.01% 346
2018
Q4
$127K Sell
2,674
-699
-21% -$33.2K 0.01% 388
2018
Q3
$169K Buy
3,373
+351
+12% +$17.6K 0.01% 388
2018
Q2
$151K Sell
3,022
-1,122
-27% -$56.1K 0.01% 393
2018
Q1
$209K Buy
4,144
+1,154
+39% +$58.2K 0.02% 303
2017
Q4
$135K Buy
2,990
+6
+0.2% +$271 0.01% 361
2017
Q3
$152K Sell
2,984
-4
-0.1% -$204 0.02% 337
2017
Q2
$146K Buy
2,988
+431
+17% +$21.1K 0.02% 336
2017
Q1
$129K Sell
2,557
-1,488
-37% -$75.1K 0.01% 370
2016
Q4
$211K Hold
4,045
0.03% 305
2016
Q3
$211K Sell
4,045
-2,204
-35% -$115K 0.03% 302
2016
Q2
$338K Sell
6,249
-953
-13% -$51.5K 0.05% 235
2016
Q1
$372K Sell
7,202
-1,821
-20% -$94.1K 0.04% 238
2015
Q4
$454K Buy
9,023
+1,299
+17% +$65.4K 0.08% 182
2015
Q3
$371K Sell
7,724
-195
-2% -$9.37K 0.06% 211
2015
Q2
$412K Buy
7,919
+611
+8% +$31.8K 0.06% 216
2015
Q1
$426K Buy
7,308
+605
+9% +$35.3K 0.06% 225
2014
Q4
$357K Sell
6,703
-16,842
-72% -$897K 0.05% 239
2014
Q3
$1.35M Sell
23,545
-5,510
-19% -$316K 0.21% 125
2014
Q2
$1.82M Buy
29,055
+2,633
+10% +$165K 0.26% 110
2014
Q1
$1.77M Buy
26,422
+1,460
+6% +$97.5K 0.25% 102
2013
Q4
$1.63M Buy
24,962
+2,628
+12% +$172K 0.24% 98
2013
Q3
$1.4M Buy
22,334
+11,868
+113% +$744K 0.23% 107
2013
Q2
$654K Buy
+10,466
New +$654K 0.33% 31