Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Sell
1,858
-1,168
-39% -$355K 0.01% 330
2025
Q1
$812K Sell
3,026
-27
-0.9% -$7.25K 0.02% 269
2024
Q4
$752K Buy
3,053
+229
+8% +$56.4K 0.02% 283
2024
Q3
$647K Buy
2,824
+280
+11% +$64.1K 0.02% 301
2024
Q2
$513K Buy
2,544
+1,471
+137% +$297K 0.02% 330
2024
Q1
$209K Sell
1,073
-22
-2% -$4.29K 0.01% 496
2023
Q4
$169K Sell
1,095
-17
-2% -$2.63K 0.01% 524
2023
Q3
$144K Buy
1,112
+58
+6% +$7.5K 0.01% 533
2023
Q2
$144K Buy
1,054
+16
+2% +$2.19K 0.01% 544
2023
Q1
$131K Buy
1,038
+105
+11% +$13.3K ﹤0.01% 567
2022
Q4
$96.3K Buy
933
+93
+11% +$9.6K ﹤0.01% 627
2022
Q3
$67K Sell
840
-493
-37% -$39.3K ﹤0.01% 737
2022
Q2
$120K Sell
1,333
-475
-26% -$42.8K ﹤0.01% 602
2022
Q1
$200K Sell
1,808
-708
-28% -$78.3K 0.01% 387
2021
Q4
$351K Sell
2,516
-83
-3% -$11.6K 0.01% 407
2021
Q3
$350K Buy
2,599
+2,400
+1,206% +$323K 0.01% 400
2021
Q2
$27K Buy
199
+51
+34% +$6.92K ﹤0.01% 1008
2021
Q1
$17K Buy
148
+89
+151% +$10.2K ﹤0.01% 1130
2020
Q4
$8K Sell
59
-210
-78% -$28.5K ﹤0.01% 1121
2020
Q3
$41K Sell
269
-38
-12% -$5.79K ﹤0.01% 599
2020
Q2
$42K Sell
307
-132
-30% -$18.1K ﹤0.01% 569
2020
Q1
$48K Hold
439
﹤0.01% 490
2019
Q4
$59K Buy
439
+43
+11% +$5.78K ﹤0.01% 535
2019
Q3
$46K Buy
396
+50
+14% +$5.81K ﹤0.01% 581
2019
Q2
$47K Sell
346
-4
-1% -$543 ﹤0.01% 589
2019
Q1
$40K Buy
350
+8
+2% +$914 ﹤0.01% 577
2018
Q4
$34K Sell
342
-17
-5% -$1.69K ﹤0.01% 608
2018
Q3
$44K Sell
359
-42
-10% -$5.15K ﹤0.01% 614
2018
Q2
$46K Sell
401
-111
-22% -$12.7K ﹤0.01% 599
2018
Q1
$54K Sell
512
-50
-9% -$5.27K 0.01% 483
2017
Q4
$63K Buy
562
+10
+2% +$1.12K 0.01% 478
2017
Q3
$61K Hold
552
0.01% 466
2017
Q2
$58K Buy
552
+20
+4% +$2.1K 0.01% 461
2017
Q1
$51K Sell
532
-104
-16% -$9.97K 0.01% 521
2016
Q4
$56K Hold
636
0.01% 504
2016
Q3
$56K Buy
636
+84
+15% +$7.4K 0.01% 497
2016
Q2
$41K Buy
552
+90
+19% +$6.69K 0.01% 562
2016
Q1
$37K Buy
462
+95
+26% +$7.61K ﹤0.01% 621
2015
Q4
$29K Buy
367
+18
+5% +$1.42K 0.01% 616
2015
Q3
$23K Hold
349
﹤0.01% 756
2015
Q2
$25K Sell
349
-115
-25% -$8.24K ﹤0.01% 778
2015
Q1
$33K Buy
464
+349
+303% +$24.8K ﹤0.01% 677
2014
Q4
$8K Sell
115
-345
-75% -$24K ﹤0.01% 1112
2014
Q3
$33K Buy
460
+52
+13% +$3.73K 0.01% 656
2014
Q2
$31K Buy
408
+164
+67% +$12.5K ﹤0.01% 697
2014
Q1
$20K Buy
244
+21
+9% +$1.72K ﹤0.01% 768
2013
Q4
$18K Buy
223
+141
+172% +$11.4K ﹤0.01% 771
2013
Q3
$6K Buy
82
+2
+3% +$146 ﹤0.01% 934
2013
Q2
$6K Buy
+80
New +$6K ﹤0.01% 640