Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$50.7K Buy
1,308
+580
+80% +$22.5K ﹤0.01% 639
2024
Q4
$24.6K Hold
728
﹤0.01% 752
2024
Q3
$29.8K Hold
728
﹤0.01% 711
2024
Q2
$28K Sell
728
-181
-20% -$6.97K ﹤0.01% 698
2024
Q1
$39K Hold
909
﹤0.01% 642
2023
Q4
$33.7K Sell
909
-360
-28% -$13.3K ﹤0.01% 655
2023
Q3
$46K Sell
1,269
-128
-9% -$4.64K ﹤0.01% 592
2023
Q2
$49.8K Sell
1,397
-640
-31% -$22.8K ﹤0.01% 575
2023
Q1
$72.5K Sell
2,037
-39
-2% -$1.39K ﹤0.01% 519
2022
Q4
$73K Sell
2,076
-693
-25% -$24.4K ﹤0.01% 509
2022
Q3
$81K Sell
2,769
-524
-16% -$15.3K ﹤0.01% 499
2022
Q2
$179K Buy
3,293
+239
+8% +$13K ﹤0.01% 392
2022
Q1
$166K Hold
3,054
﹤0.01% 421
2021
Q4
$168K Hold
3,054
﹤0.01% 425
2021
Q3
$146K Sell
3,054
-568
-16% -$27.2K ﹤0.01% 433
2021
Q2
$180K Sell
3,622
-40
-1% -$1.99K ﹤0.01% 402
2021
Q1
$163K Sell
3,662
-240
-6% -$10.7K ﹤0.01% 421
2020
Q4
$179K Sell
3,902
-208
-5% -$9.54K ﹤0.01% 398
2020
Q3
$193K Buy
4,110
+488
+13% +$22.9K 0.01% 362
2020
Q2
$185K Sell
3,622
-969
-21% -$49.5K 0.01% 351
2020
Q1
$217K Buy
4,591
+1,349
+42% +$63.8K 0.01% 309
2019
Q4
$190K Buy
3,242
+80
+3% +$4.69K 0.01% 394
2019
Q3
$169K Buy
3,162
+428
+16% +$22.9K 0.01% 410
2019
Q2
$137K Buy
+2,734
New +$137K ﹤0.01% 453
2018
Q4
Sell
-4,712
Closed -$237K 224
2018
Q3
$237K Hold
4,712
0.01% 301
2018
Q2
$237K Hold
4,712
0.01% 311
2018
Q1
$230K Sell
4,712
-35
-0.7% -$1.71K 0.01% 301
2017
Q4
$210K Buy
4,747
+35
+0.7% +$1.55K 0.01% 334
2017
Q3
$239K Sell
4,712
-402
-8% -$20.4K 0.01% 292
2017
Q2
$276K Sell
5,114
-160
-3% -$8.64K 0.01% 283
2017
Q1
$278K Buy
5,274
+402
+8% +$21.2K 0.01% 281
2016
Q4
$235K Hold
4,872
0.01% 300
2016
Q3
$263K Sell
4,872
-1,344
-22% -$72.6K 0.01% 274
2016
Q2
$337K Sell
6,216
-874
-12% -$47.4K 0.02% 247
2016
Q1
$360K Sell
7,090
-2,135
-23% -$108K 0.02% 235
2015
Q4
$465K Buy
9,225
+196
+2% +$9.88K 0.02% 220
2015
Q3
$434K Sell
9,029
-185
-2% -$8.89K 0.02% 216
2015
Q2
$480K Hold
9,214
0.02% 218
2015
Q1
$532K Sell
9,214
-188
-2% -$10.9K 0.03% 215
2014
Q4
$502K Buy
9,402
+575
+7% +$30.7K 0.02% 224
2014
Q3
$507K Sell
8,827
-810
-8% -$46.5K 0.03% 217
2014
Q2
$644K Sell
9,637
-252
-3% -$16.8K 0.03% 201
2014
Q1
$660K Buy
9,889
+1,148
+13% +$76.6K 0.03% 191
2013
Q4
$583K Sell
8,741
-160
-2% -$10.7K 0.03% 199
2013
Q3
$558K Hold
8,901
0.03% 206
2013
Q2
$556K Buy
+8,901
New +$556K 0.03% 196