Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55K Sell
31
-507
-94% -$25.3K ﹤0.01% 2268
2025
Q1
$17.8K Sell
538
-964
-64% -$31.9K ﹤0.01% 1564
2024
Q4
$57.7K Buy
1,502
+478
+47% +$18.4K ﹤0.01% 1139
2024
Q3
$34.2K Buy
1,024
+479
+88% +$16K ﹤0.01% 1327
2024
Q2
$16.1K Hold
545
﹤0.01% 1528
2024
Q1
$15.6K Sell
545
-1,297
-70% -$37.1K ﹤0.01% 1544
2023
Q4
$42.3K Sell
1,842
-994
-35% -$22.8K ﹤0.01% 1142
2023
Q3
$57.7K Sell
2,836
-726
-20% -$14.8K ﹤0.01% 992
2023
Q2
$74.2K Hold
3,562
﹤0.01% 918
2023
Q1
$61.8K Hold
3,562
﹤0.01% 938
2022
Q4
$57.6K Sell
3,562
-1,344
-27% -$21.7K ﹤0.01% 949
2022
Q3
$62K Buy
4,906
+1,859
+61% +$23.5K ﹤0.01% 924
2022
Q2
$33K Buy
3,047
+353
+13% +$3.82K ﹤0.01% 1136
2022
Q1
$38K Buy
2,694
+63
+2% +$889 ﹤0.01% 1149
2021
Q4
$36K Hold
2,631
﹤0.01% 1177
2021
Q3
$35K Buy
2,631
+284
+12% +$3.78K ﹤0.01% 1074
2021
Q2
$32K Buy
2,347
+157
+7% +$2.14K ﹤0.01% 1077
2021
Q1
$30K Hold
2,190
﹤0.01% 1004
2020
Q4
$30K Hold
2,190
﹤0.01% 972
2020
Q3
$18K Hold
2,190
﹤0.01% 1083
2020
Q2
$17K Hold
2,190
﹤0.01% 1082
2020
Q1
$14K Hold
2,190
﹤0.01% 1113
2019
Q4
$21K Hold
2,190
﹤0.01% 1233
2019
Q3
$17K Hold
2,190
﹤0.01% 1152
2019
Q2
$16K Hold
2,190
﹤0.01% 1206
2019
Q1
$17K Hold
2,190
﹤0.01% 1156
2018
Q4
$13K Hold
2,190
﹤0.01% 1239
2018
Q3
$22K Hold
2,190
﹤0.01% 1211
2018
Q2
$23K Sell
2,190
-86
-4% -$903 ﹤0.01% 1173
2018
Q1
$28K Sell
2,276
-1,239
-35% -$15.2K ﹤0.01% 1121
2017
Q4
$48K Sell
3,515
-1,200
-25% -$16.4K ﹤0.01% 983
2017
Q3
$59K Hold
4,715
﹤0.01% 931
2017
Q2
$58K Buy
4,715
+1,991
+73% +$24.5K ﹤0.01% 906
2017
Q1
$34K Hold
2,724
﹤0.01% 976
2016
Q4
$30K Sell
2,724
-863
-24% -$9.5K ﹤0.01% 1026
2016
Q3
$37K Sell
3,587
-458
-11% -$4.72K ﹤0.01% 985
2016
Q2
$36K Buy
4,045
+1,526
+61% +$13.6K ﹤0.01% 990
2016
Q1
$24K Sell
2,519
-1,159
-32% -$11K ﹤0.01% 1312
2015
Q4
$31K Buy
3,678
+1,488
+68% +$12.5K ﹤0.01% 1116
2015
Q3
$17K Sell
2,190
-2,518
-53% -$19.5K ﹤0.01% 1315
2015
Q2
$40K Buy
4,708
+2,189
+87% +$18.6K ﹤0.01% 1171
2015
Q1
$24K Hold
2,519
﹤0.01% 1317
2014
Q4
$21K Buy
+2,519
New +$21K ﹤0.01% 1341
2014
Q1
Sell
-8,698
Closed -$51K 1322
2013
Q4
$51K Buy
8,698
+477
+6% +$2.8K ﹤0.01% 1091
2013
Q3
$56K Sell
8,221
-451
-5% -$3.07K ﹤0.01% 1040
2013
Q2
$51K Buy
+8,672
New +$51K ﹤0.01% 1043