Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
1,097
+57
+5% +$7.9K ﹤0.01% 595
2025
Q1
$166K Buy
1,040
+39
+4% +$6.23K ﹤0.01% 554
2024
Q4
$133K Sell
1,001
-570
-36% -$75.8K ﹤0.01% 619
2024
Q3
$213K Sell
1,571
-717
-31% -$97.4K 0.01% 518
2024
Q2
$338K Buy
2,288
+1,174
+105% +$173K 0.01% 408
2024
Q1
$170K Buy
1,114
+6
+0.5% +$916 0.01% 547
2023
Q4
$160K Sell
1,108
-22
-2% -$3.17K 0.01% 538
2023
Q3
$173K Sell
1,130
-17
-1% -$2.6K 0.01% 486
2023
Q2
$156K Buy
1,147
+12
+1% +$1.63K 0.01% 523
2023
Q1
$150K Buy
1,135
+14
+1% +$1.85K 0.01% 536
2022
Q4
$159K Sell
1,121
-448
-29% -$63.5K 0.01% 506
2022
Q3
$170K Sell
1,569
-41
-3% -$4.44K 0.01% 477
2022
Q2
$170K Buy
1,610
+1,559
+3,057% +$165K 0.01% 501
2022
Q1
$6K Sell
51
-1,972
-97% -$232K ﹤0.01% 1243
2021
Q4
$149K Sell
2,023
-1,603
-44% -$118K ﹤0.01% 565
2021
Q3
$283K Sell
3,626
-745
-17% -$58.1K 0.01% 441
2021
Q2
$381K Buy
4,371
+167
+4% +$14.6K 0.02% 306
2021
Q1
$297K Sell
4,204
-315
-7% -$22.3K 0.02% 329
2020
Q4
$238K Buy
4,519
+29
+0.6% +$1.53K 0.02% 308
2020
Q3
$183K Buy
4,490
+49
+1% +$2K 0.01% 315
2020
Q2
$230K Sell
4,441
-74
-2% -$3.83K 0.02% 290
2020
Q1
$150K Buy
4,515
+56
+1% +$1.86K 0.01% 324
2019
Q4
$298K Hold
4,459
0.02% 283
2019
Q3
$269K Sell
4,459
-149
-3% -$8.99K 0.02% 283
2019
Q2
$292K Sell
4,608
-404
-8% -$25.6K 0.02% 289
2019
Q1
$302K Buy
5,012
+30
+0.6% +$1.81K 0.02% 284
2018
Q4
$201K Hold
4,982
0.02% 324
2018
Q3
$356K Hold
4,982
0.03% 287
2018
Q2
$333K Hold
4,982
0.03% 294
2018
Q1
$267K Buy
4,982
+144
+3% +$7.72K 0.03% 268
2017
Q4
$243K Buy
4,838
+761
+19% +$38.2K 0.02% 300
2017
Q3
$189K Hold
4,077
0.02% 317
2017
Q2
$175K Hold
4,077
0.02% 319
2017
Q1
$197K Buy
4,077
+416
+11% +$20.1K 0.02% 317
2016
Q4
$194K Hold
3,661
0.02% 315
2016
Q3
$194K Hold
3,661
0.02% 312
2016
Q2
$219K Hold
3,661
0.03% 287
2016
Q1
$197K Buy
3,661
+1,319
+56% +$71K 0.02% 317
2015
Q4
$113K Sell
2,342
-381
-14% -$18.4K 0.02% 342
2015
Q3
$136K Buy
2,723
+4
+0.1% +$200 0.02% 343
2015
Q2
$181K Buy
2,719
+56
+2% +$3.73K 0.03% 318
2015
Q1
$180K Buy
2,663
+5
+0.2% +$338 0.03% 327
2014
Q4
$196K Buy
2,658
+87
+3% +$6.42K 0.03% 316
2014
Q3
$242K Sell
2,571
-18
-0.7% -$1.69K 0.04% 280
2014
Q2
$256K Buy
2,589
+256
+11% +$25.3K 0.04% 303
2014
Q1
$193K Hold
2,333
0.03% 319
2013
Q4
$194K Sell
2,333
-500
-18% -$41.6K 0.03% 312
2013
Q3
$219K Buy
2,833
+2,810
+12,217% +$217K 0.04% 277
2013
Q2
$2K Buy
+23
New +$2K ﹤0.01% 834