Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2K Sell
143
-385
-73% -$27.5K ﹤0.01% 2912
2025
Q1
$34.2K Sell
528
-552
-51% -$35.7K ﹤0.01% 2062
2024
Q4
$114K Buy
1,080
+23
+2% +$2.43K ﹤0.01% 1405
2024
Q3
$107K Sell
1,057
-441
-29% -$44.5K ﹤0.01% 1374
2024
Q2
$159K Buy
1,498
+17
+1% +$1.8K 0.01% 1148
2024
Q1
$208K Sell
1,481
-16,059
-92% -$2.26M 0.01% 979
2023
Q4
$2.14M Sell
17,540
-146
-0.8% -$17.8K 0.1% 224
2023
Q3
$1.35M Sell
17,686
-76
-0.4% -$5.82K 0.06% 317
2023
Q2
$1.51M Sell
17,762
-14
-0.1% -$1.19K 0.06% 320
2023
Q1
$2.83M Buy
17,776
+16,977
+2,125% +$2.7M 0.12% 170
2022
Q4
$127K Buy
799
+340
+74% +$54K ﹤0.01% 1620
2022
Q3
$73K Buy
459
+267
+139% +$42.5K ﹤0.01% 2092
2022
Q2
$31K Hold
192
﹤0.01% 2512
2022
Q1
$31K Buy
192
+166
+638% +$26.8K ﹤0.01% 2512
2021
Q4
$4K Sell
26
-1,957
-99% -$301K ﹤0.01% 2547
2021
Q3
$205K Sell
1,983
-9
-0.5% -$930 ﹤0.01% 903
2021
Q2
$215K Buy
1,992
+29
+1% +$3.13K ﹤0.01% 868
2021
Q1
$208K Buy
1,963
+243
+14% +$25.7K ﹤0.01% 817
2020
Q4
$162K Sell
1,720
-47
-3% -$4.43K 0.01% 900
2020
Q3
$105K Sell
1,767
-24
-1% -$1.43K 0.01% 970
2020
Q2
$87K Buy
1,791
+1,679
+1,499% +$81.6K 0.01% 974
2020
Q1
$4K Buy
112
+13
+13% +$464 ﹤0.01% 2140
2019
Q4
$10K Sell
99
-62
-39% -$6.26K ﹤0.01% 1922
2019
Q3
$14K Buy
+161
New +$14K ﹤0.01% 1918
2019
Q1
$597K Buy
4,891
+4,661
+2,027% +$569K 0.08% 252
2018
Q4
$21K Sell
230
-5
-2% -$457 ﹤0.01% 2084
2018
Q3
$34K Sell
235
-4,525
-95% -$655K ﹤0.01% 2116
2018
Q2
$713K Buy
4,760
+579
+14% +$86.7K 0.03% 533
2018
Q1
$574K Hold
4,181
0.03% 570
2017
Q4
$574K Buy
4,181
+692
+20% +$95K 0.03% 567
2017
Q3
$440K Sell
3,489
-127
-4% -$16K 0.02% 736
2017
Q2
$414K Buy
3,616
+684
+23% +$78.3K 0.02% 754
2017
Q1
$303K Buy
2,932
+2,588
+752% +$267K 0.01% 899
2016
Q4
$31K Sell
344
-175
-34% -$15.8K ﹤0.01% 2162
2016
Q3
$57K Buy
519
+8
+2% +$879 ﹤0.01% 1720
2016
Q2
$48K Sell
511
-4,380
-90% -$411K ﹤0.01% 1780
2016
Q1
$597K Buy
4,891
+4,426
+952% +$540K 0.08% 252
2015
Q4
$34K Buy
+465
New +$34K ﹤0.01% 1835