Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Buy
448
+36
+9% +$2.66K ﹤0.01% 1389
2025
Q1
$32.2K Sell
412
-244
-37% -$19.1K ﹤0.01% 1360
2024
Q4
$77.2K Buy
656
+328
+100% +$38.6K ﹤0.01% 1028
2024
Q3
$35.4K Sell
328
-66
-17% -$7.12K ﹤0.01% 1311
2024
Q2
$34.4K Sell
394
-734
-65% -$64K ﹤0.01% 1274
2024
Q1
$99.4K Buy
1,128
+133
+13% +$11.7K ﹤0.01% 894
2023
Q4
$73.5K Buy
995
+21
+2% +$1.55K ﹤0.01% 942
2023
Q3
$55.4K Sell
974
-3
-0.3% -$171 ﹤0.01% 1005
2023
Q2
$61.7K Buy
977
+167
+21% +$10.6K ﹤0.01% 971
2023
Q1
$52.2K Sell
810
-114
-12% -$7.35K ﹤0.01% 993
2022
Q4
$46.4K Sell
924
-245
-21% -$12.3K ﹤0.01% 1026
2022
Q3
$42K Sell
1,169
-220
-16% -$7.9K ﹤0.01% 1033
2022
Q2
$51K Sell
1,389
-17
-1% -$624 ﹤0.01% 979
2022
Q1
$52K Buy
1,406
+17
+1% +$629 ﹤0.01% 1047
2021
Q4
$74K Hold
1,389
﹤0.01% 947
2021
Q3
$61K Hold
1,389
﹤0.01% 910
2021
Q2
$58K Buy
1,389
+1
+0.1% +$42 ﹤0.01% 894
2021
Q1
$65K Hold
1,388
﹤0.01% 767
2020
Q4
$62K Hold
1,388
﹤0.01% 752
2020
Q3
$56K Hold
1,388
﹤0.01% 750
2020
Q2
$50K Sell
1,388
-40
-3% -$1.44K ﹤0.01% 791
2020
Q1
$46K Sell
1,428
-36
-2% -$1.16K ﹤0.01% 801
2019
Q4
$48K Sell
1,464
-225
-13% -$7.38K ﹤0.01% 949
2019
Q3
$52K Hold
1,689
﹤0.01% 834
2019
Q2
$57K Sell
1,689
-570
-25% -$19.2K ﹤0.01% 799
2019
Q1
$70K Sell
2,259
-77
-3% -$2.39K ﹤0.01% 771
2018
Q4
$55K Sell
2,336
-286
-11% -$6.73K ﹤0.01% 815
2018
Q3
$66K Buy
2,622
+151
+6% +$3.8K ﹤0.01% 853
2018
Q2
$55K Sell
2,471
-861
-26% -$19.2K ﹤0.01% 900
2018
Q1
$87K Sell
3,332
-36
-1% -$940 ﹤0.01% 793
2017
Q4
$82K Hold
3,368
﹤0.01% 832
2017
Q3
$77K Hold
3,368
﹤0.01% 851
2017
Q2
$83K Hold
3,368
﹤0.01% 803
2017
Q1
$79K Hold
3,368
﹤0.01% 805
2016
Q4
$74K Sell
3,368
-2,016
-37% -$44.3K ﹤0.01% 821
2016
Q3
$103K Hold
5,384
﹤0.01% 768
2016
Q2
$99K Sell
5,384
-1,714
-24% -$31.5K ﹤0.01% 742
2016
Q1
$116K Buy
7,098
+462
+7% +$7.55K ﹤0.01% 857
2015
Q4
$103K Sell
6,636
-462
-7% -$7.17K ﹤0.01% 796
2015
Q3
$92K Hold
7,098
﹤0.01% 880
2015
Q2
$107K Hold
7,098
﹤0.01% 893
2015
Q1
$116K Sell
7,098
-194
-3% -$3.17K ﹤0.01% 863
2014
Q4
$109K Buy
+7,292
New +$109K ﹤0.01% 892
2014
Q1
Sell
-7,844
Closed -$111K 1141
2013
Q4
$111K Hold
7,844
﹤0.01% 873
2013
Q3
$93K Sell
7,844
-3,915
-33% -$46.4K ﹤0.01% 892
2013
Q2
$115K Buy
+11,759
New +$115K ﹤0.01% 804