Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Buy
+8,125
New +$178K ﹤0.01% 1153
2024
Q4
$67.4K Sell
4,299
-699
-14% -$11K ﹤0.01% 1467
2024
Q3
$90.8K Sell
4,998
-3,004
-38% -$54.6K ﹤0.01% 1283
2024
Q2
$137K Buy
8,002
+5,620
+236% +$96.3K ﹤0.01% 1047
2024
Q1
$39.3K Sell
2,382
-2,612
-52% -$43.1K ﹤0.01% 1509
2023
Q4
$68.6K Buy
4,994
+2,808
+128% +$38.6K ﹤0.01% 1217
2023
Q3
$28.6K Buy
2,186
+583
+36% +$7.64K ﹤0.01% 1511
2023
Q2
$21.6K Buy
1,603
+64
+4% +$862 ﹤0.01% 1639
2023
Q1
$18.6K Sell
1,539
-168
-10% -$2.04K ﹤0.01% 1664
2022
Q4
$20.8K Sell
1,707
-458
-21% -$5.58K ﹤0.01% 1463
2022
Q3
$21K Sell
2,165
-2,546
-54% -$24.7K ﹤0.01% 1368
2022
Q2
$47K Sell
4,711
-13
-0.3% -$130 ﹤0.01% 1020
2022
Q1
$50K Buy
4,724
+1,760
+59% +$18.6K ﹤0.01% 996
2021
Q4
$41K Sell
2,964
-1,088
-27% -$15.1K 0.03% 101
2021
Q3
$59K Hold
4,052
0.01% 797
2021
Q2
$54K Buy
4,052
+48
+1% +$640 0.01% 819
2021
Q1
$49K Hold
4,004
0.01% 803
2020
Q4
$38K Hold
4,004
﹤0.01% 822
2020
Q3
$28K Sell
4,004
-25,290
-86% -$177K ﹤0.01% 816
2020
Q2
$202K Buy
29,294
+581
+2% +$4.01K 0.03% 352
2020
Q1
$148K Sell
28,713
-108
-0.4% -$557 0.03% 371
2019
Q4
$347K Sell
28,821
-206
-0.7% -$2.48K 0.05% 284
2019
Q3
$303K Sell
29,027
-629
-2% -$6.57K 0.05% 294
2019
Q2
$343K Buy
29,656
+2,827
+11% +$32.7K 0.07% 240
2019
Q1
$326K Buy
26,829
+118
+0.4% +$1.43K 0.08% 216
2018
Q4
$285K Sell
26,711
-38
-0.1% -$405 0.07% 235
2018
Q3
$347K Hold
26,749
0.08% 218
2018
Q2
$383K Sell
26,749
-120
-0.4% -$1.72K 0.1% 198
2018
Q1
$455K Buy
26,869
+38
+0.1% +$643 0.13% 172
2017
Q4
$495K Buy
26,831
+25,288
+1,639% +$467K 0.14% 146
2017
Q3
$28K Buy
1,543
+543
+54% +$9.85K 0.01% 555
2017
Q2
$17K Hold
1,000
0.01% 646
2017
Q1
$15K Sell
1,000
-185
-16% -$2.78K 0.01% 629
2016
Q4
$17K Buy
+1,185
New +$17K 0.01% 554