Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Buy
796
+39
+5% +$7.06K ﹤0.01% 834
2025
Q1
$131K Sell
757
-11
-1% -$1.91K ﹤0.01% 830
2024
Q4
$151K Sell
768
-33
-4% -$6.5K ﹤0.01% 803
2024
Q3
$162K Sell
801
-29
-3% -$5.86K ﹤0.01% 773
2024
Q2
$139K Sell
830
-930
-53% -$156K ﹤0.01% 785
2024
Q1
$281K Buy
1,760
+208
+13% +$33.2K ﹤0.01% 611
2023
Q4
$225K Buy
1,552
+60
+4% +$8.69K ﹤0.01% 647
2023
Q3
$169K Sell
1,492
-86
-5% -$9.72K ﹤0.01% 686
2023
Q2
$171K Buy
1,578
+231
+17% +$25K ﹤0.01% 702
2023
Q1
$136K Sell
1,347
-50
-4% -$5.04K ﹤0.01% 712
2022
Q4
$123K Sell
1,397
-12
-0.9% -$1.05K ﹤0.01% 732
2022
Q3
$99K Buy
1,409
+20
+1% +$1.41K ﹤0.01% 780
2022
Q2
$110K Sell
1,389
-136
-9% -$10.8K ﹤0.01% 761
2022
Q1
$134K Hold
1,525
﹤0.01% 755
2021
Q4
$123K Buy
1,525
+141
+10% +$11.4K ﹤0.01% 789
2021
Q3
$106K Buy
1,384
+104
+8% +$7.97K ﹤0.01% 751
2021
Q2
$108K Buy
1,280
+78
+6% +$6.58K ﹤0.01% 730
2021
Q1
$100K Sell
1,202
-31
-3% -$2.58K ﹤0.01% 653
2020
Q4
$98K Buy
1,233
+31
+3% +$2.46K ﹤0.01% 635
2020
Q3
$76K Hold
1,202
﹤0.01% 668
2020
Q2
$64K Sell
1,202
-23
-2% -$1.23K ﹤0.01% 733
2020
Q1
$62K Sell
1,225
-182
-13% -$9.21K ﹤0.01% 719
2019
Q4
$120K Sell
1,407
-191
-12% -$16.3K ﹤0.01% 656
2019
Q3
$130K Sell
1,598
-52
-3% -$4.23K ﹤0.01% 593
2019
Q2
$154K Sell
1,650
-28
-2% -$2.61K ﹤0.01% 568
2019
Q1
$146K Sell
1,678
-210
-11% -$18.3K ﹤0.01% 577
2018
Q4
$146K Buy
1,888
+792
+72% +$61.2K ﹤0.01% 567
2018
Q3
$94K Buy
1,096
+70
+7% +$6K ﹤0.01% 738
2018
Q2
$80K Sell
1,026
-438
-30% -$34.2K ﹤0.01% 801
2018
Q1
$121K Sell
1,464
-8
-0.5% -$661 ﹤0.01% 698
2017
Q4
$128K Hold
1,472
﹤0.01% 700
2017
Q3
$123K Hold
1,472
﹤0.01% 700
2017
Q2
$106K Hold
1,472
﹤0.01% 729
2017
Q1
$99K Hold
1,472
﹤0.01% 733
2016
Q4
$97K Sell
1,472
-1,796
-55% -$118K ﹤0.01% 739
2016
Q3
$195K Sell
3,268
-247
-7% -$14.7K ﹤0.01% 603
2016
Q2
$190K Buy
3,515
+986
+39% +$53.3K ﹤0.01% 557
2016
Q1
$190K Sell
2,529
-277
-10% -$20.8K ﹤0.01% 664
2015
Q4
$170K Sell
2,806
-189
-6% -$11.5K ﹤0.01% 657
2015
Q3
$162K Hold
2,995
﹤0.01% 692
2015
Q2
$212K Buy
2,995
+466
+18% +$33K 0.01% 650
2015
Q1
$190K Sell
2,529
-51
-2% -$3.83K ﹤0.01% 670
2014
Q4
$191K Buy
+2,580
New +$191K ﹤0.01% 684
2014
Q2
Sell
-3,316
Closed -$217K 1091
2014
Q1
$217K Hold
3,316
﹤0.01% 1066
2013
Q4
$225K Sell
3,316
-17
-0.5% -$1.15K 0.01% 654
2013
Q3
$196K Hold
3,333
0.01% 671
2013
Q2
$172K Buy
+3,333
New +$172K 0.01% 683