Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
818
-117
-13% -$34.6K 0.01% 1179
2025
Q1
$191K Sell
935
-40
-4% -$8.16K 0.01% 1198
2024
Q4
$206K Buy
975
+115
+13% +$24.3K 0.01% 1117
2024
Q3
$226K Sell
860
-96
-10% -$25.2K 0.01% 1033
2024
Q2
$222K Sell
956
-113
-11% -$26.2K 0.01% 999
2024
Q1
$293K Buy
1,069
+97
+10% +$26.6K 0.01% 809
2023
Q4
$257K Sell
972
-46
-5% -$12.2K 0.01% 847
2023
Q3
$227K Buy
1,018
+148
+17% +$33K 0.01% 908
2023
Q2
$216K Buy
870
+4
+0.5% +$993 0.01% 975
2023
Q1
$110K Sell
866
-62
-7% -$7.86K ﹤0.01% 1212
2022
Q4
$134K Sell
928
-29
-3% -$4.19K ﹤0.01% 1579
2022
Q3
$138K Buy
957
+71
+8% +$10.2K ﹤0.01% 1639
2022
Q2
$128K Hold
886
﹤0.01% 1537
2022
Q1
$128K Buy
886
+143
+19% +$20.7K ﹤0.01% 1537
2021
Q4
$190K Sell
743
-4
-0.5% -$1.02K ﹤0.01% 957
2021
Q3
$177K Sell
747
-7
-0.9% -$1.66K ﹤0.01% 981
2021
Q2
$167K Sell
754
-4
-0.5% -$886 ﹤0.01% 992
2021
Q1
$152K Buy
758
+109
+17% +$21.9K ﹤0.01% 969
2020
Q4
$130K Sell
649
-29
-4% -$5.81K 0.01% 998
2020
Q3
$131K Sell
678
-4
-0.6% -$773 0.01% 871
2020
Q2
$125K Sell
682
-1
-0.1% -$183 0.01% 839
2020
Q1
$91K Buy
683
+14
+2% +$1.87K 0.01% 859
2019
Q4
$108K Sell
669
-8
-1% -$1.29K 0.01% 902
2019
Q3
$97K Buy
+677
New +$97K 0.01% 1071
2019
Q1
Sell
-690
Closed -$81K 3014
2018
Q4
$81K Sell
690
-57
-8% -$6.69K ﹤0.01% 1308
2018
Q3
$104K Sell
747
-496
-40% -$69.1K ﹤0.01% 1442
2018
Q2
$160K Sell
1,243
-101
-8% -$13K 0.01% 1191
2018
Q1
$197K Hold
1,344
0.01% 1003
2017
Q4
$197K Buy
1,344
+63
+5% +$9.23K 0.01% 1002
2017
Q3
$152K Sell
1,281
-129
-9% -$15.3K 0.01% 1307
2017
Q2
$171K Buy
1,410
+21
+2% +$2.55K 0.01% 1213
2017
Q1
$171K Buy
1,389
+430
+45% +$52.9K 0.01% 1194
2016
Q4
$107K Buy
959
+63
+7% +$7.03K 0.01% 1403
2016
Q3
$89K Buy
896
+37
+4% +$3.68K ﹤0.01% 1435
2016
Q2
$72K Buy
+859
New +$72K ﹤0.01% 1536
2016
Q1
Sell
-865
Closed -$55K 3036
2015
Q4
$55K Buy
+865
New +$55K ﹤0.01% 1546