Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
762
-34
-4% -$11.9K ﹤0.01% 676
2025
Q1
$252K Buy
796
+132
+20% +$41.8K ﹤0.01% 661
2024
Q4
$224K Buy
664
+25
+4% +$8.43K ﹤0.01% 697
2024
Q3
$204K Buy
639
+68
+12% +$21.7K ﹤0.01% 719
2024
Q2
$184K Buy
571
+22
+4% +$7.07K ﹤0.01% 710
2024
Q1
$191K Buy
549
+166
+43% +$57.6K ﹤0.01% 706
2023
Q4
$139K Buy
383
+10
+3% +$3.63K ﹤0.01% 756
2023
Q3
$111K Buy
373
+16
+4% +$4.76K ﹤0.01% 794
2023
Q2
$118K Sell
357
-43
-11% -$14.2K ﹤0.01% 785
2023
Q1
$133K Sell
400
-27
-6% -$8.99K ﹤0.01% 719
2022
Q4
$103K Sell
427
-25
-6% -$6.04K ﹤0.01% 780
2022
Q3
$100K Sell
452
-212
-32% -$46.9K ﹤0.01% 771
2022
Q2
$159K Buy
664
+4
+0.6% +$958 ﹤0.01% 662
2022
Q1
$210K Sell
660
-63
-9% -$20K ﹤0.01% 634
2021
Q4
$290K Buy
723
+29
+4% +$11.6K ﹤0.01% 582
2021
Q3
$236K Buy
694
+99
+17% +$33.7K ﹤0.01% 576
2021
Q2
$207K Sell
595
-104
-15% -$36.2K ﹤0.01% 611
2021
Q1
$237K Sell
699
-37
-5% -$12.5K ﹤0.01% 484
2020
Q4
$268K Buy
736
+98
+15% +$35.7K ﹤0.01% 452
2020
Q3
$209K Buy
638
+34
+6% +$11.1K ﹤0.01% 466
2020
Q2
$176K Sell
604
-41
-6% -$11.9K ﹤0.01% 499
2020
Q1
$150K Sell
645
-135
-17% -$31.4K ﹤0.01% 511
2019
Q4
$201K Buy
780
+41
+6% +$10.6K ﹤0.01% 533
2019
Q3
$164K Sell
739
-22
-3% -$4.88K ﹤0.01% 539
2019
Q2
$156K Buy
761
+150
+25% +$30.7K ﹤0.01% 559
2019
Q1
$112K Sell
611
-67
-10% -$12.3K ﹤0.01% 652
2018
Q4
$97K Sell
678
-26
-4% -$3.72K ﹤0.01% 661
2018
Q3
$131K Sell
704
-44
-6% -$8.19K ﹤0.01% 643
2018
Q2
$130K Sell
748
-229
-23% -$39.8K ﹤0.01% 648
2018
Q1
$153K Sell
977
-121
-11% -$18.9K ﹤0.01% 621
2017
Q4
$162K Sell
1,098
-147
-12% -$21.7K ﹤0.01% 624
2017
Q3
$153K Sell
1,245
-242
-16% -$29.7K ﹤0.01% 643
2017
Q2
$181K Sell
1,487
-62
-4% -$7.55K ﹤0.01% 578
2017
Q1
$166K Buy
1,549
+9
+0.6% +$964 ﹤0.01% 601
2016
Q4
$142K Hold
1,540
﹤0.01% 643
2016
Q3
$143K Sell
1,540
-1,107
-42% -$103K ﹤0.01% 674
2016
Q2
$240K Buy
2,647
+470
+22% +$42.6K 0.01% 503
2016
Q1
$192K Sell
2,177
-159
-7% -$14K ﹤0.01% 659
2015
Q4
$216K Buy
2,336
+2
+0.1% +$185 0.01% 571
2015
Q3
$206K Sell
2,334
-157
-6% -$13.9K 0.01% 607
2015
Q2
$227K Buy
2,491
+314
+14% +$28.6K 0.01% 625
2015
Q1
$192K Sell
2,177
-230
-10% -$20.3K ﹤0.01% 665
2014
Q4
$197K Buy
+2,407
New +$197K ﹤0.01% 673
2014
Q2
Sell
-3,239
Closed -$249K 1055
2014
Q1
$249K Buy
3,239
+944
+41% +$72.6K ﹤0.01% 1016
2013
Q4
$200K Buy
2,295
+124
+6% +$10.8K 0.01% 695
2013
Q3
$188K Buy
2,171
+307
+16% +$26.6K 0.01% 689
2013
Q2
$136K Buy
+1,864
New +$136K ﹤0.01% 752