Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.9K Buy
12,521
+223
+2% +$1.16K ﹤0.01% 793
2025
Q1
$64.8K Hold
12,298
﹤0.01% 793
2024
Q4
$54.5K Buy
12,298
+538
+5% +$2.38K ﹤0.01% 805
2024
Q3
$51.4K Buy
11,760
+151
+1% +$660 ﹤0.01% 830
2024
Q2
$43.9K Sell
11,609
-207
-2% -$782 ﹤0.01% 789
2024
Q1
$41.8K Buy
11,816
+736
+7% +$2.61K ﹤0.01% 773
2023
Q4
$37.9K Buy
+11,080
New +$37.9K ﹤0.01% 747
2023
Q3
Sell
-12,720
Closed -$52.9K 777
2023
Q2
$52.9K Sell
12,720
-14
-0.1% -$58 ﹤0.01% 761
2023
Q1
$62.5K Buy
12,734
+2,628
+26% +$12.9K ﹤0.01% 764
2022
Q4
$47K Sell
10,106
-5,158
-34% -$24K ﹤0.01% 737
2022
Q3
$65K Buy
15,264
+3,718
+32% +$15.8K ﹤0.01% 698
2022
Q2
$53K Sell
11,546
-2,556
-18% -$11.7K ﹤0.01% 706
2022
Q1
$77K Sell
14,102
-4,351
-24% -$23.8K ﹤0.01% 750
2021
Q4
$115K Sell
18,453
-1,841
-9% -$11.5K ﹤0.01% 749
2021
Q3
$111K Buy
20,294
+6,088
+43% +$33.3K ﹤0.01% 713
2021
Q2
$76K Buy
+14,206
New +$76K ﹤0.01% 719
2021
Q1
Sell
-13,364
Closed -$52K 715
2020
Q4
$52K Buy
13,364
+495
+4% +$1.93K ﹤0.01% 623
2020
Q3
$50K Buy
12,869
+821
+7% +$3.19K ﹤0.01% 561
2020
Q2
$53K Sell
12,048
-559
-4% -$2.46K ﹤0.01% 547
2020
Q1
$39K Buy
+12,607
New +$39K ﹤0.01% 480
2019
Q4
Sell
-30,303
Closed -$153K 569
2019
Q3
$153K Buy
30,303
+3,100
+11% +$15.7K ﹤0.01% 535
2019
Q2
$136K Sell
27,203
-13,578
-33% -$67.9K ﹤0.01% 527
2019
Q1
$233K Sell
40,781
-645
-2% -$3.69K ﹤0.01% 455
2018
Q4
$241K Buy
41,426
+5,518
+15% +$32.1K ﹤0.01% 409
2018
Q3
$200K Sell
35,908
-13,049
-27% -$72.7K ﹤0.01% 508
2018
Q2
$282K Buy
48,957
+8,972
+22% +$51.7K 0.01% 393
2018
Q1
$219K Sell
39,985
-11,476
-22% -$62.9K ﹤0.01% 413
2017
Q4
$240K Sell
51,461
-287
-0.6% -$1.34K ﹤0.01% 396
2017
Q3
$309K Buy
51,748
+18,163
+54% +$108K 0.01% 305
2017
Q2
$207K Buy
33,585
+801
+2% +$4.94K ﹤0.01% 340
2017
Q1
$178K Buy
+32,784
New +$178K ﹤0.01% 298