Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
1,425
-102
-7% -$18.2K ﹤0.01% 691
2025
Q1
$245K Sell
1,527
-195
-11% -$31.3K ﹤0.01% 668
2024
Q4
$300K Sell
1,722
-778
-31% -$135K ﹤0.01% 618
2024
Q3
$566K Buy
2,500
+412
+20% +$93.2K ﹤0.01% 495
2024
Q2
$467K Sell
2,088
-23
-1% -$5.15K ﹤0.01% 511
2024
Q1
$540K Buy
2,111
+144
+7% +$36.8K ﹤0.01% 481
2023
Q4
$447K Buy
1,967
+142
+8% +$32.3K ﹤0.01% 496
2023
Q3
$368K Sell
1,825
-557
-23% -$112K ﹤0.01% 518
2023
Q2
$437K Buy
2,382
+1,030
+76% +$189K ﹤0.01% 504
2023
Q1
$263K Buy
1,352
+36
+3% +$7.02K ﹤0.01% 588
2022
Q4
$235K Buy
1,316
+589
+81% +$105K ﹤0.01% 594
2022
Q3
$113K Buy
727
+154
+27% +$23.9K ﹤0.01% 733
2022
Q2
$91K Sell
573
-64
-10% -$10.2K ﹤0.01% 810
2022
Q1
$114K Buy
637
+407
+177% +$72.8K ﹤0.01% 803
2021
Q4
$47K Buy
230
+50
+28% +$10.2K ﹤0.01% 1091
2021
Q3
$33K Buy
180
+66
+58% +$12.1K ﹤0.01% 1087
2021
Q2
$20K Sell
114
-198
-63% -$34.7K ﹤0.01% 1236
2021
Q1
$52K Buy
312
+186
+148% +$31K ﹤0.01% 837
2020
Q4
$17K Buy
126
+53
+73% +$7.15K ﹤0.01% 1169
2020
Q3
$9K Buy
73
+29
+66% +$3.58K ﹤0.01% 1236
2020
Q2
$5K Hold
44
﹤0.01% 1306
2020
Q1
$4K Sell
44
-69
-61% -$6.27K ﹤0.01% 1356
2019
Q4
$16K Hold
113
﹤0.01% 1310
2019
Q3
$14K Sell
113
-57
-34% -$7.06K ﹤0.01% 1196
2019
Q2
$19K Sell
170
-6
-3% -$671 ﹤0.01% 1154
2019
Q1
$17K Sell
176
-247
-58% -$23.9K ﹤0.01% 1153
2018
Q4
$34K Buy
423
+247
+140% +$19.9K ﹤0.01% 971
2018
Q3
$16K Sell
176
-128
-42% -$11.6K ﹤0.01% 1280
2018
Q2
$25K Buy
304
+124
+69% +$10.2K ﹤0.01% 1154
2018
Q1
$13K Sell
180
-110
-38% -$7.94K ﹤0.01% 1271
2017
Q4
$20K Sell
290
-189
-39% -$13K ﹤0.01% 1216
2017
Q3
$32K Sell
479
-67
-12% -$4.48K ﹤0.01% 1092
2017
Q2
$34K Buy
546
+119
+28% +$7.41K ﹤0.01% 1035
2017
Q1
$25K Sell
427
-159
-27% -$9.31K ﹤0.01% 1040
2016
Q4
$31K Buy
586
+70
+14% +$3.7K ﹤0.01% 1019
2016
Q3
$24K Sell
516
-1,479
-74% -$68.8K ﹤0.01% 1084
2016
Q2
$80K Buy
1,995
+1,047
+110% +$42K ﹤0.01% 800
2016
Q1
$35K Sell
948
-534
-36% -$19.7K ﹤0.01% 1198
2015
Q4
$62K Buy
1,482
+157
+12% +$6.57K ﹤0.01% 955
2015
Q3
$54K Sell
1,325
-18
-1% -$734 ﹤0.01% 1026
2015
Q2
$46K Sell
1,343
-125
-9% -$4.28K ﹤0.01% 1133
2015
Q1
$55K Buy
1,468
+1,319
+885% +$49.4K ﹤0.01% 1089
2014
Q4
$5K Buy
+149
New +$5K ﹤0.01% 1537
2014
Q1
Sell
-494
Closed -$12K 1232
2013
Q4
$12K Buy
494
+182
+58% +$4.42K ﹤0.01% 1411
2013
Q3
$7K Hold
312
﹤0.01% 1503
2013
Q2
$6K Buy
+312
New +$6K ﹤0.01% 1502