Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.9K Sell
1,031
-800
-44% -$17.7K ﹤0.01% 1518
2025
Q1
$42K Sell
1,831
-3,108
-63% -$71.4K ﹤0.01% 1251
2024
Q4
$114K Sell
4,939
-543
-10% -$12.6K ﹤0.01% 893
2024
Q3
$191K Sell
5,482
-14
-0.3% -$487 ﹤0.01% 730
2024
Q2
$178K Sell
5,496
-1,954
-26% -$63.3K ﹤0.01% 720
2024
Q1
$253K Sell
7,450
-54
-0.7% -$1.84K ﹤0.01% 636
2023
Q4
$296K Sell
7,504
-175
-2% -$6.89K ﹤0.01% 574
2023
Q3
$293K Hold
7,679
﹤0.01% 556
2023
Q2
$350K Sell
7,679
-1,560
-17% -$71.1K ﹤0.01% 539
2023
Q1
$414K Buy
9,239
+127
+1% +$5.69K ﹤0.01% 496
2022
Q4
$400K Buy
9,112
+58
+0.6% +$2.55K ﹤0.01% 500
2022
Q3
$380K Sell
9,054
-167
-2% -$7.01K ﹤0.01% 498
2022
Q2
$453K Sell
9,221
-355
-4% -$17.4K ﹤0.01% 488
2022
Q1
$531K Buy
9,576
+12
+0.1% +$665 ﹤0.01% 480
2021
Q4
$498K Buy
9,564
+78
+0.8% +$4.06K ﹤0.01% 488
2021
Q3
$475K Buy
9,486
+4,777
+101% +$239K ﹤0.01% 472
2021
Q2
$233K Buy
4,709
+532
+13% +$26.3K ﹤0.01% 585
2021
Q1
$188K Sell
4,177
-31
-0.7% -$1.4K ﹤0.01% 530
2020
Q4
$180K Sell
4,208
-200
-5% -$8.56K ﹤0.01% 506
2020
Q3
$183K Sell
4,408
-411
-9% -$17.1K ﹤0.01% 495
2020
Q2
$201K Sell
4,819
-1,350
-22% -$56.3K ﹤0.01% 476
2020
Q1
$252K Sell
6,169
-880
-12% -$35.9K ﹤0.01% 441
2019
Q4
$326K Sell
7,049
-1,166
-14% -$53.9K ﹤0.01% 457
2019
Q3
$398K Sell
8,215
-275
-3% -$13.3K 0.01% 417
2019
Q2
$386K Sell
8,490
-271
-3% -$12.3K 0.01% 422
2019
Q1
$388K Sell
8,761
-1,927
-18% -$85.3K 0.01% 418
2018
Q4
$423K Sell
10,688
-1,028
-9% -$40.7K 0.01% 409
2018
Q3
$475K Sell
11,716
-4,627
-28% -$188K 0.01% 420
2018
Q2
$662K Sell
16,343
-1,210
-7% -$49K 0.01% 385
2018
Q1
$755K Sell
17,553
-3,044
-15% -$131K 0.01% 377
2017
Q4
$989K Sell
20,597
-872
-4% -$41.9K 0.02% 364
2017
Q3
$1.01M Sell
21,469
-1,671
-7% -$78.3K 0.02% 359
2017
Q2
$1.04M Sell
23,140
-416
-2% -$18.7K 0.02% 351
2017
Q1
$1.04M Sell
23,556
-4,264
-15% -$189K 0.02% 355
2016
Q4
$1.2M Sell
27,820
-3,614
-11% -$156K 0.02% 335
2016
Q3
$1.45M Sell
31,434
-2,704
-8% -$125K 0.03% 303
2016
Q2
$1.62M Sell
34,138
-63,557
-65% -$3.01M 0.04% 261
2016
Q1
$4.14M Buy
97,695
+38,481
+65% +$1.63M 0.1% 186
2015
Q4
$2.29M Sell
59,214
-27,803
-32% -$1.07M 0.06% 231
2015
Q3
$3.56M Sell
87,017
-12,370
-12% -$507K 0.09% 193
2015
Q2
$4.22M Buy
99,387
+1,692
+2% +$71.9K 0.1% 188
2015
Q1
$4.14M Buy
97,695
+4,362
+5% +$185K 0.1% 188
2014
Q4
$4.28M Sell
93,333
-13,002
-12% -$596K 0.1% 189
2014
Q3
$4.55M Sell
106,335
-6,013
-5% -$257K 0.09% 222
2014
Q2
$5.1M Sell
112,348
-11,133
-9% -$505K 0.1% 219
2014
Q1
$5.33M Buy
123,481
+9,985
+9% +$431K 0.1% 234
2013
Q4
$4.91M Sell
113,496
-1,651
-1% -$71.5K 0.13% 167
2013
Q3
$4.92M Buy
115,147
+7,249
+7% +$309K 0.15% 156
2013
Q2
$4.43M Buy
+107,898
New +$4.43M 0.14% 160