Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.8K Sell
271
-11
-4% -$3.24K ﹤0.01% 1050
2025
Q1
$75.1K Buy
282
+39
+16% +$10.4K ﹤0.01% 1025
2024
Q4
$61.1K Buy
243
+23
+10% +$5.78K ﹤0.01% 1120
2024
Q3
$48.4K Buy
220
+13
+6% +$2.86K ﹤0.01% 1186
2024
Q2
$35.6K Buy
207
+63
+44% +$10.9K ﹤0.01% 1258
2024
Q1
$27.3K Buy
144
+26
+22% +$4.93K ﹤0.01% 1363
2023
Q4
$21.1K Buy
118
+43
+57% +$7.7K ﹤0.01% 1402
2023
Q3
$12.1K Hold
75
﹤0.01% 1510
2023
Q2
$11K Buy
75
+59
+369% +$8.63K ﹤0.01% 1546
2023
Q1
$2.33K Hold
16
﹤0.01% 1897
2022
Q4
$2.3K Hold
16
﹤0.01% 1742
2022
Q3
$2K Sell
16
-10
-38% -$1.25K ﹤0.01% 1855
2022
Q2
$4K Sell
26
-9
-26% -$1.39K ﹤0.01% 1770
2022
Q1
$7K Sell
35
-5
-13% -$1K ﹤0.01% 1681
2021
Q4
$10K Buy
40
+16
+67% +$4K ﹤0.01% 1573
2021
Q3
$5K Sell
24
-106
-82% -$22.1K ﹤0.01% 1566
2021
Q2
$24K Sell
130
-37
-22% -$6.83K ﹤0.01% 1164
2021
Q1
$35K Sell
167
-1
-0.6% -$210 ﹤0.01% 944
2020
Q4
$30K Sell
168
-21
-11% -$3.75K ﹤0.01% 971
2020
Q3
$23K Sell
189
-76
-29% -$9.25K ﹤0.01% 1001
2020
Q2
$37K Hold
265
﹤0.01% 866
2020
Q1
$28K Hold
265
﹤0.01% 950
2019
Q4
$37K Sell
265
-51
-16% -$7.12K ﹤0.01% 1035
2019
Q3
$44K Hold
316
﹤0.01% 876
2019
Q2
$46K Sell
316
-1
-0.3% -$146 ﹤0.01% 872
2019
Q1
$50K Hold
317
﹤0.01% 850
2018
Q4
$51K Sell
317
-50
-14% -$8.04K ﹤0.01% 838
2018
Q3
$73K Buy
367
+128
+54% +$25.5K ﹤0.01% 818
2018
Q2
$41K Sell
239
-3
-1% -$515 ﹤0.01% 1020
2018
Q1
$35K Hold
242
﹤0.01% 1062
2017
Q4
$32K Hold
242
﹤0.01% 1089
2017
Q3
$29K Sell
242
-93
-28% -$11.1K ﹤0.01% 1120
2017
Q2
$43K Sell
335
-675
-67% -$86.6K ﹤0.01% 980
2017
Q1
$144K Hold
1,010
﹤0.01% 636
2016
Q4
$146K Sell
1,010
-35
-3% -$5.06K ﹤0.01% 637
2016
Q3
$130K Sell
1,045
-410
-28% -$51K ﹤0.01% 698
2016
Q2
$166K Buy
1,455
+67
+5% +$7.64K ﹤0.01% 591
2016
Q1
$160K Sell
1,388
-178
-11% -$20.5K ﹤0.01% 735
2015
Q4
$152K Sell
1,566
-76
-5% -$7.38K ﹤0.01% 689
2015
Q3
$190K Buy
1,642
+74
+5% +$8.56K 0.01% 636
2015
Q2
$189K Buy
1,568
+180
+13% +$21.7K ﹤0.01% 688
2015
Q1
$160K Sell
1,388
-210
-13% -$24.2K ﹤0.01% 740
2014
Q4
$208K Sell
1,598
-4,638
-74% -$604K 0.01% 654
2014
Q3
$740K Buy
6,236
+2,697
+76% +$320K 0.02% 593
2014
Q2
$394K Buy
3,539
+1,555
+78% +$173K 0.01% 799
2014
Q1
$212K Buy
1,984
+732
+58% +$78.2K ﹤0.01% 1078
2013
Q4
$114K Sell
1,252
-4
-0.3% -$364 ﹤0.01% 863
2013
Q3
$108K Buy
1,256
+86
+7% +$7.4K ﹤0.01% 841
2013
Q2
$80K Buy
+1,170
New +$80K ﹤0.01% 930