Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$164K Buy
3,026
+731
+32% +$39.7K ﹤0.01% 571
2025
Q1
$116K Sell
2,295
-194
-8% -$9.78K ﹤0.01% 645
2024
Q4
$113K Buy
2,489
+71
+3% +$3.23K ﹤0.01% 656
2024
Q3
$115K Buy
2,418
+303
+14% +$14.4K ﹤0.01% 681
2024
Q2
$97K Sell
2,115
-125
-6% -$5.74K ﹤0.01% 697
2024
Q1
$97K Buy
2,240
+214
+11% +$9.26K ﹤0.01% 702
2023
Q4
$80.4K Buy
2,026
+213
+12% +$8.45K ﹤0.01% 730
2023
Q3
$61.1K Sell
1,813
-251
-12% -$8.46K ﹤0.01% 773
2023
Q2
$69K Buy
2,064
+157
+8% +$5.25K ﹤0.01% 762
2023
Q1
$61.9K Buy
1,907
+648
+51% +$21K ﹤0.01% 799
2022
Q4
$34.9K Buy
1,259
+16
+1% +$444 ﹤0.01% 1011
2022
Q3
$29K Buy
1,243
+167
+16% +$3.9K ﹤0.01% 1076
2022
Q2
$27K Buy
1,076
+485
+82% +$12.2K ﹤0.01% 1180
2022
Q1
$18K Buy
591
+465
+369% +$14.2K ﹤0.01% 923
2021
Q4
$3K Buy
126
+8
+7% +$190 ﹤0.01% 1904
2021
Q3
$3K Sell
118
-391
-77% -$9.94K ﹤0.01% 1893
2021
Q2
$13K Buy
509
+391
+331% +$9.99K ﹤0.01% 1267
2021
Q1
$2K Buy
+118
New +$2K ﹤0.01% 1691
2020
Q4
Sell
-837
Closed -$19K 1566
2020
Q3
$19K Sell
837
-578
-41% -$13.1K ﹤0.01% 835
2020
Q2
$32K Sell
1,415
-96
-6% -$2.17K ﹤0.01% 648
2020
Q1
$31K Sell
1,511
-131
-8% -$2.69K ﹤0.01% 593
2019
Q4
$41K Sell
1,642
-16
-1% -$400 ﹤0.01% 621
2019
Q3
$38K Buy
1,658
+47
+3% +$1.08K ﹤0.01% 630
2019
Q2
$39K Buy
1,611
+418
+35% +$10.1K ﹤0.01% 639
2019
Q1
$26K Sell
1,193
-104
-8% -$2.27K ﹤0.01% 735
2018
Q4
$27K Hold
1,297
﹤0.01% 687
2018
Q3
$27K Hold
1,297
﹤0.01% 775
2018
Q2
$28K Hold
1,297
﹤0.01% 773
2018
Q1
$27K Sell
1,297
-531
-29% -$11.1K ﹤0.01% 690
2017
Q4
$43K Hold
1,828
﹤0.01% 561
2017
Q3
$41K Sell
1,828
-191
-9% -$4.28K ﹤0.01% 548
2017
Q2
$44K Hold
2,019
﹤0.01% 520
2017
Q1
$40K Sell
2,019
-326
-14% -$6.46K ﹤0.01% 589
2016
Q4
$45K Hold
2,345
0.01% 557
2016
Q3
$45K Hold
2,345
0.01% 551
2016
Q2
$44K Buy
2,345
+241
+11% +$4.52K 0.01% 553
2016
Q1
$40K Sell
2,104
-42
-2% -$798 ﹤0.01% 594
2015
Q4
$38K Sell
2,146
-12
-0.6% -$212 0.01% 539
2015
Q3
$37K Buy
2,158
+18
+0.8% +$309 0.01% 601
2015
Q2
$31K Buy
2,140
+192
+10% +$2.78K ﹤0.01% 694
2015
Q1
$33K Buy
1,948
+492
+34% +$8.34K ﹤0.01% 676
2014
Q4
$24K Sell
1,456
-572
-28% -$9.43K ﹤0.01% 779
2014
Q3
$33K Buy
2,028
+4
+0.2% +$65 0.01% 655
2014
Q2
$33K Buy
2,024
+1,248
+161% +$20.3K ﹤0.01% 671
2014
Q1
$11K Hold
776
﹤0.01% 947
2013
Q4
$11K Buy
776
+720
+1,286% +$10.2K ﹤0.01% 909
2013
Q3
$1K Buy
+56
New +$1K ﹤0.01% 1124