Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.9K Sell
1,364
-101
-7% -$6.14K ﹤0.01% 1028
2025
Q1
$84.1K Sell
1,465
-472
-24% -$27.1K ﹤0.01% 978
2024
Q4
$95.8K Sell
1,937
-185
-9% -$9.15K ﹤0.01% 952
2024
Q3
$95.9K Buy
2,122
+226
+12% +$10.2K ﹤0.01% 923
2024
Q2
$82.5K Sell
1,896
-167
-8% -$7.27K ﹤0.01% 922
2024
Q1
$81.2K Sell
2,063
-4,725
-70% -$186K ﹤0.01% 955
2023
Q4
$275K Sell
6,788
-606
-8% -$24.6K ﹤0.01% 586
2023
Q3
$292K Sell
7,394
-175
-2% -$6.91K ﹤0.01% 559
2023
Q2
$300K Sell
7,569
-529
-7% -$21K ﹤0.01% 581
2023
Q1
$276K Buy
8,098
+1,656
+26% +$56.5K ﹤0.01% 572
2022
Q4
$201K Buy
6,442
+4,014
+165% +$125K ﹤0.01% 628
2022
Q3
$63K Hold
2,428
﹤0.01% 918
2022
Q2
$79K Hold
2,428
﹤0.01% 855
2022
Q1
$83K Buy
2,428
+1,027
+73% +$35.1K ﹤0.01% 908
2021
Q4
$42K Buy
1,401
+1
+0.1% +$30 ﹤0.01% 1126
2021
Q3
$36K Hold
1,400
﹤0.01% 1067
2021
Q2
$40K Hold
1,400
﹤0.01% 1016
2021
Q1
$40K Sell
1,400
-2,605
-65% -$74.4K ﹤0.01% 908
2020
Q4
$104K Buy
4,005
+862
+27% +$22.4K ﹤0.01% 618
2020
Q3
$62K Hold
3,143
﹤0.01% 731
2020
Q2
$73K Sell
3,143
-3,694
-54% -$85.8K ﹤0.01% 697
2020
Q1
$191K Sell
6,837
-48
-0.7% -$1.34K ﹤0.01% 475
2019
Q4
$269K Buy
6,885
+3,742
+119% +$146K ﹤0.01% 477
2019
Q3
$121K Hold
3,143
﹤0.01% 605
2019
Q2
$131K Sell
3,143
-272
-8% -$11.3K ﹤0.01% 598
2019
Q1
$137K Sell
3,415
-529
-13% -$21.2K ﹤0.01% 596
2018
Q4
$156K Sell
3,944
-365
-8% -$14.4K ﹤0.01% 554
2018
Q3
$181K Buy
4,309
+302
+8% +$12.7K ﹤0.01% 569
2018
Q2
$178K Sell
4,007
-178
-4% -$7.91K ﹤0.01% 570
2018
Q1
$186K Sell
4,185
-19
-0.5% -$844 ﹤0.01% 578
2017
Q4
$198K Buy
4,204
+565
+16% +$26.6K ﹤0.01% 573
2017
Q3
$164K Buy
3,639
+150
+4% +$6.76K ﹤0.01% 618
2017
Q2
$148K Buy
3,489
+2,568
+279% +$109K ﹤0.01% 633
2017
Q1
$34K Sell
921
-58
-6% -$2.14K ﹤0.01% 977
2016
Q4
$36K Hold
979
﹤0.01% 982
2016
Q3
$33K Sell
979
-13
-1% -$438 ﹤0.01% 1014
2016
Q2
$27K Sell
992
-4,364
-81% -$119K ﹤0.01% 1054
2016
Q1
$203K Buy
5,356
+1,572
+42% +$59.6K 0.01% 640
2015
Q4
$133K Sell
3,784
-619
-14% -$21.8K ﹤0.01% 724
2015
Q3
$149K Sell
4,403
-390
-8% -$13.2K ﹤0.01% 722
2015
Q2
$191K Sell
4,793
-619
-11% -$24.7K ﹤0.01% 685
2015
Q1
$203K Buy
5,412
+1,045
+24% +$39.2K 0.01% 644
2014
Q4
$178K Sell
4,367
-1,241
-22% -$50.6K ﹤0.01% 712
2014
Q3
$246K Sell
5,608
-2,399
-30% -$105K 0.01% 881
2014
Q2
$350K Sell
8,007
-5,642
-41% -$247K 0.01% 845
2014
Q1
$598K Sell
13,649
-689
-5% -$30.2K 0.01% 716
2013
Q4
$681K Sell
14,338
-1,776
-11% -$84.4K 0.02% 394
2013
Q3
$754K Buy
16,114
+987
+7% +$46.2K 0.02% 362
2013
Q2
$677K Buy
+15,127
New +$677K 0.02% 372