Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.4K Sell
668
-1,781
-73% -$196K ﹤0.01% 1832
2025
Q1
$205K Sell
2,449
-333
-12% -$27.8K 0.01% 1166
2024
Q4
$235K Buy
2,782
+160
+6% +$13.5K 0.01% 1051
2024
Q3
$229K Buy
2,622
+632
+32% +$55.3K 0.01% 1024
2024
Q2
$158K Buy
1,990
+161
+9% +$12.8K 0.01% 1151
2024
Q1
$171K Buy
1,829
+13
+0.7% +$1.22K 0.01% 1074
2023
Q4
$158K Sell
1,816
-263
-13% -$22.8K 0.01% 1066
2023
Q3
$152K Sell
2,079
-110
-5% -$8.02K 0.01% 1097
2023
Q2
$189K Sell
2,189
-35
-2% -$3.02K 0.01% 1047
2023
Q1
$179K Sell
2,224
-819
-27% -$65.8K 0.01% 990
2022
Q4
$250K Sell
3,043
-108
-3% -$8.87K 0.01% 1239
2022
Q3
$258K Buy
3,151
+403
+15% +$33K 0.01% 1268
2022
Q2
$225K Hold
2,748
0.01% 1217
2022
Q1
$225K Buy
2,748
+684
+33% +$56K 0.01% 1217
2021
Q4
$169K Sell
2,064
-19
-0.9% -$1.56K ﹤0.01% 1019
2021
Q3
$144K Buy
2,083
+129
+7% +$8.92K ﹤0.01% 1085
2021
Q2
$148K Buy
1,954
+6
+0.3% +$454 ﹤0.01% 1053
2021
Q1
$141K Buy
1,948
+35
+2% +$2.53K ﹤0.01% 999
2020
Q4
$139K Buy
1,913
+36
+2% +$2.62K 0.01% 974
2020
Q3
$114K Sell
1,877
-33
-2% -$2K 0.01% 928
2020
Q2
$91K Sell
1,910
-852
-31% -$40.6K 0.01% 955
2020
Q1
$129K Buy
2,762
+382
+16% +$17.8K 0.01% 725
2019
Q4
$124K Sell
2,380
-5
-0.2% -$261 0.01% 840
2019
Q3
$108K Buy
+2,385
New +$108K 0.01% 1024
2019
Q1
$59K Sell
1,202
-2,760
-70% -$135K 0.01% 894
2018
Q4
$163K Buy
3,962
+47
+1% +$1.93K 0.01% 942
2018
Q3
$181K Sell
3,915
-25
-0.6% -$1.16K 0.01% 1127
2018
Q2
$178K Buy
3,940
+1,942
+97% +$87.7K 0.01% 1120
2018
Q1
$90K Hold
1,998
﹤0.01% 1446
2017
Q4
$90K Buy
1,998
+1,041
+109% +$46.9K ﹤0.01% 1444
2017
Q3
$39K Buy
957
+177
+23% +$7.21K ﹤0.01% 2129
2017
Q2
$28K Buy
780
+60
+8% +$2.15K ﹤0.01% 2345
2017
Q1
$23K Sell
720
-612
-46% -$19.6K ﹤0.01% 2376
2016
Q4
$37K Buy
1,332
+3
+0.2% +$83 ﹤0.01% 2036
2016
Q3
$33K Buy
1,329
+171
+15% +$4.25K ﹤0.01% 2060
2016
Q2
$31K Sell
1,158
-2,448
-68% -$65.5K ﹤0.01% 2044
2016
Q1
$59K Buy
3,606
+2,199
+156% +$36K 0.01% 894
2015
Q4
$34K Buy
+1,407
New +$34K ﹤0.01% 1831