Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$195K Buy
799
+250
+46% +$61.1K 0.01% 1283
2025
Q1
$145K Sell
549
-44
-7% -$11.6K ﹤0.01% 1326
2024
Q4
$150K Buy
593
+18
+3% +$4.57K ﹤0.01% 1276
2024
Q3
$182K Sell
575
-85
-13% -$26.9K 0.01% 1138
2024
Q2
$247K Buy
660
+5
+0.8% +$1.87K 0.01% 937
2024
Q1
$227K Buy
655
+69
+12% +$23.9K 0.01% 941
2023
Q4
$268K Sell
586
-2,404
-80% -$1.1M 0.01% 829
2023
Q3
$1.45M Buy
2,990
+1,546
+107% +$752K 0.07% 306
2023
Q2
$646K Sell
1,444
-583
-29% -$261K 0.03% 563
2023
Q1
$545K Sell
2,027
-742
-27% -$199K 0.02% 578
2022
Q4
$760K Sell
2,769
-303
-10% -$83.2K 0.02% 732
2022
Q3
$845K Buy
3,072
+82
+3% +$22.6K 0.02% 698
2022
Q2
$821K Hold
2,990
0.03% 645
2022
Q1
$821K Buy
2,990
+777
+35% +$213K 0.03% 645
2021
Q4
$1.02M Buy
2,213
+332
+18% +$153K 0.02% 405
2021
Q3
$735K Sell
1,881
-14
-0.7% -$5.47K 0.01% 462
2021
Q2
$841K Sell
1,895
-90
-5% -$39.9K 0.02% 409
2021
Q1
$831K Sell
1,985
-33
-2% -$13.8K 0.02% 387
2020
Q4
$829K Buy
2,018
+65
+3% +$26.7K 0.03% 382
2020
Q3
$809K Sell
1,953
-161
-8% -$66.7K 0.05% 331
2020
Q2
$801K Buy
2,114
+1,237
+141% +$469K 0.06% 310
2020
Q1
$267K Sell
877
-928
-51% -$283K 0.03% 492
2019
Q4
$671K Sell
1,805
-151
-8% -$56.1K 0.05% 367
2019
Q3
$508K Buy
+1,956
New +$508K 0.03% 485
2019
Q1
$125K Sell
465
-617
-57% -$166K 0.02% 613
2018
Q4
$306K Sell
1,082
-140
-11% -$39.6K 0.02% 702
2018
Q3
$414K Buy
1,222
+43
+4% +$14.6K 0.02% 753
2018
Q2
$351K Buy
1,179
+79
+7% +$23.5K 0.01% 813
2018
Q1
$273K Hold
1,100
0.01% 860
2017
Q4
$273K Sell
1,100
-4,576
-81% -$1.14M 0.01% 859
2017
Q3
$1.38M Buy
5,676
+2,042
+56% +$498K 0.05% 351
2017
Q2
$874K Buy
3,634
+1,191
+49% +$286K 0.04% 469
2017
Q1
$504K Sell
2,443
-363
-13% -$74.9K 0.02% 675
2016
Q4
$572K Hold
2,806
0.03% 568
2016
Q3
$496K Sell
2,806
-54
-2% -$9.55K 0.03% 564
2016
Q2
$514K Buy
2,860
+2,395
+515% +$430K 0.03% 534
2016
Q1
$125K Sell
465
-371
-44% -$99.7K 0.02% 613
2015
Q4
$149K Buy
+836
New +$149K 0.01% 970