Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
6,322
+707
+13% +$65K ﹤0.01% 509
2025
Q1
$495K Buy
5,615
+219
+4% +$19.3K ﹤0.01% 522
2024
Q4
$499K Buy
5,396
+42
+0.8% +$3.88K ﹤0.01% 508
2024
Q3
$497K Buy
5,354
+47
+0.9% +$4.36K ﹤0.01% 515
2024
Q2
$397K Buy
5,307
+1,537
+41% +$115K ﹤0.01% 539
2024
Q1
$326K Buy
3,770
+2,440
+183% +$211K ﹤0.01% 582
2023
Q4
$92K Buy
1,330
+1,329
+132,900% +$91.9K ﹤0.01% 879
2023
Q3
$55 Sell
1
-1,400
-100% -$77K ﹤0.01% 2607
2023
Q2
$78.1K Buy
1,401
+209
+18% +$11.6K ﹤0.01% 908
2023
Q1
$60.6K Sell
1,192
-76
-6% -$3.87K ﹤0.01% 946
2022
Q4
$50.5K Buy
1,268
+29
+2% +$1.15K ﹤0.01% 997
2022
Q3
$40K Buy
1,239
+139
+13% +$4.49K ﹤0.01% 1053
2022
Q2
$38K Sell
1,100
-267
-20% -$9.22K ﹤0.01% 1087
2022
Q1
$55K Buy
1,367
+6
+0.4% +$241 ﹤0.01% 1019
2021
Q4
$72K Buy
1,361
+86
+7% +$4.55K ﹤0.01% 958
2021
Q3
$60K Buy
1,275
+321
+34% +$15.1K ﹤0.01% 915
2021
Q2
$49K Sell
954
-56
-6% -$2.88K ﹤0.01% 954
2021
Q1
$47K Sell
1,010
-50
-5% -$2.33K ﹤0.01% 873
2020
Q4
$45K Buy
1,060
+216
+26% +$9.17K ﹤0.01% 848
2020
Q3
$30K Sell
844
-126
-13% -$4.48K ﹤0.01% 918
2020
Q2
$33K Buy
970
+9
+0.9% +$306 ﹤0.01% 889
2020
Q1
$26K Sell
961
-1,069
-53% -$28.9K ﹤0.01% 969
2019
Q4
$82K Buy
2,030
+793
+64% +$32K ﹤0.01% 767
2019
Q3
$43K Buy
1,237
+156
+14% +$5.42K ﹤0.01% 880
2019
Q2
$35K Sell
1,081
-14
-1% -$453 ﹤0.01% 958
2019
Q1
$34K Sell
1,095
-776
-41% -$24.1K ﹤0.01% 966
2018
Q4
$49K Sell
1,871
-65
-3% -$1.7K ﹤0.01% 851
2018
Q3
$63K Sell
1,936
-345
-15% -$11.2K ﹤0.01% 864
2018
Q2
$81K Sell
2,281
-531
-19% -$18.9K ﹤0.01% 795
2018
Q1
$96K Sell
2,812
-65
-2% -$2.22K ﹤0.01% 760
2017
Q4
$104K Buy
2,877
+53
+2% +$1.92K ﹤0.01% 757
2017
Q3
$107K Sell
2,824
-18
-0.6% -$682 ﹤0.01% 744
2017
Q2
$101K Buy
2,842
+135
+5% +$4.8K ﹤0.01% 746
2017
Q1
$95K Hold
2,707
﹤0.01% 752
2016
Q4
$93K Buy
2,707
+2,580
+2,031% +$88.6K ﹤0.01% 752
2016
Q3
$4K Sell
127
-225
-64% -$7.09K ﹤0.01% 1373
2016
Q2
$10K Buy
+352
New +$10K ﹤0.01% 1245