Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$954 Sell
7
-55
-89% -$7.5K ﹤0.01% 2348
2025
Q1
$9.65K Buy
62
+30
+94% +$4.67K ﹤0.01% 1765
2024
Q4
$5.51K Sell
32
-51
-61% -$8.78K ﹤0.01% 1966
2024
Q3
$17.3K Sell
83
-52
-39% -$10.8K ﹤0.01% 1561
2024
Q2
$23.8K Buy
135
+114
+543% +$20.1K ﹤0.01% 1405
2024
Q1
$4.82K Sell
21
-14
-40% -$3.22K ﹤0.01% 1936
2023
Q4
$6.69K Buy
35
+13
+59% +$2.48K ﹤0.01% 1782
2023
Q3
$4.02K Hold
22
﹤0.01% 1887
2023
Q2
$3.9K Hold
22
﹤0.01% 1893
2023
Q1
$3.93K Buy
22
+13
+144% +$2.33K ﹤0.01% 1795
2022
Q4
$1.38K Hold
9
﹤0.01% 1805
2022
Q3
$1K Sell
9
-25
-74% -$2.78K ﹤0.01% 1955
2022
Q2
$5K Sell
34
-78
-70% -$11.5K ﹤0.01% 1744
2022
Q1
$20K Buy
112
+4
+4% +$714 ﹤0.01% 1382
2021
Q4
$15K Buy
108
+43
+66% +$5.97K ﹤0.01% 1474
2021
Q3
$11K Buy
65
+12
+23% +$2.03K ﹤0.01% 1440
2021
Q2
$10K Buy
53
+11
+26% +$2.08K ﹤0.01% 1455
2021
Q1
$9K Hold
42
﹤0.01% 1361
2020
Q4
$8K Hold
42
﹤0.01% 1342
2020
Q3
$6K Sell
42
-49
-54% -$7K ﹤0.01% 1318
2020
Q2
$15K Buy
91
+49
+117% +$8.08K ﹤0.01% 1127
2020
Q1
$4K Sell
42
-45
-52% -$4.29K ﹤0.01% 1379
2019
Q4
$18K Buy
87
+8
+10% +$1.66K ﹤0.01% 1285
2019
Q3
$16K Hold
79
﹤0.01% 1178
2019
Q2
$16K Buy
79
+3
+4% +$608 ﹤0.01% 1218
2019
Q1
$15K Sell
76
-1
-1% -$197 ﹤0.01% 1203
2018
Q4
$11K Sell
77
-1
-1% -$143 ﹤0.01% 1282
2018
Q3
$15K Sell
78
-409
-84% -$78.7K ﹤0.01% 1303
2018
Q2
$93K Sell
487
-1,343
-73% -$256K ﹤0.01% 753
2018
Q1
$287K Sell
1,830
-53
-3% -$8.31K ﹤0.01% 499
2017
Q4
$266K Sell
1,883
-23
-1% -$3.25K ﹤0.01% 517
2017
Q3
$214K Sell
1,906
-2
-0.1% -$225 ﹤0.01% 554
2017
Q2
$199K Buy
1,908
+224
+13% +$23.4K ﹤0.01% 562
2017
Q1
$174K Buy
1,684
+445
+36% +$46K ﹤0.01% 593
2016
Q4
$138K Sell
1,239
-1,008
-45% -$112K ﹤0.01% 651
2016
Q3
$243K Sell
2,247
-433
-16% -$46.8K ﹤0.01% 559
2016
Q2
$238K Buy
2,680
+635
+31% +$56.4K 0.01% 506
2016
Q1
$220K Sell
2,045
-409
-17% -$44K 0.01% 615
2015
Q4
$217K Sell
2,454
-117
-5% -$10.3K 0.01% 570
2015
Q3
$223K Buy
2,571
+526
+26% +$45.6K 0.01% 585
2015
Q2
$233K Hold
2,045
0.01% 621
2015
Q1
$220K Sell
2,045
-30
-1% -$3.23K 0.01% 620
2014
Q4
$205K Sell
2,075
-1,474
-42% -$146K ﹤0.01% 658
2014
Q3
$392K Buy
3,549
+1,626
+85% +$180K 0.01% 738
2014
Q2
$202K Buy
+1,923
New +$202K ﹤0.01% 1022
2014
Q1
Sell
-1,808
Closed -$179K 1649
2013
Q4
$179K Sell
1,808
-15
-0.8% -$1.49K ﹤0.01% 726
2013
Q3
$160K Sell
1,823
-14
-0.8% -$1.23K ﹤0.01% 734
2013
Q2
$141K Buy
+1,837
New +$141K ﹤0.01% 742