Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38K Sell
1,863
-1,809
-49% -$36.9K ﹤0.01% 1677
2025
Q1
$74K Buy
3,672
+1,584
+76% +$31.9K ﹤0.01% 1650
2024
Q4
$56K Hold
2,088
﹤0.01% 1793
2024
Q3
$69K Buy
2,088
+666
+47% +$22K ﹤0.01% 1537
2024
Q2
$66K Hold
1,422
﹤0.01% 1456
2024
Q1
$50K Sell
1,422
-443
-24% -$15.6K ﹤0.01% 1566
2023
Q4
$58K Hold
1,865
﹤0.01% 1417
2023
Q3
$52K Sell
1,865
-2,434
-57% -$67.9K ﹤0.01% 1422
2023
Q2
$110K Hold
4,299
﹤0.01% 1147
2023
Q1
$91K Sell
4,299
-700
-14% -$14.8K ﹤0.01% 1235
2022
Q4
$93K Hold
4,999
﹤0.01% 1235
2022
Q3
$92K Hold
4,999
﹤0.01% 1223
2022
Q2
$97K Sell
4,999
-7,185
-59% -$139K ﹤0.01% 1236
2022
Q1
$331K Hold
12,184
﹤0.01% 917
2021
Q4
$347K Sell
12,184
-91,267
-88% -$2.6M ﹤0.01% 955
2021
Q3
$2.3M Sell
103,451
-76,903
-43% -$1.71M 0.01% 637
2021
Q2
$4.34M Sell
180,354
-31,802
-15% -$765K 0.01% 649
2021
Q1
$4.4M Buy
212,156
+18,690
+10% +$388K 0.01% 631
2020
Q4
$18.5M Buy
193,466
+72,542
+60% +$6.93M 0.01% 676
2020
Q3
$1.41M Buy
120,924
+2,164
+2% +$25.3K ﹤0.01% 756
2020
Q2
$1.6M Buy
118,760
+59,380
+100% +$801K 0.01% 726
2020
Q1
$568K Buy
59,380
+7,377
+14% +$70.6K ﹤0.01% 841
2019
Q4
$764K Buy
52,003
+3,330
+7% +$48.9K ﹤0.01% 984
2019
Q3
$569K Hold
48,673
﹤0.01% 1040
2019
Q2
$595K Hold
48,673
﹤0.01% 1005
2019
Q1
$528K Sell
48,673
-33,510
-41% -$364K ﹤0.01% 1066
2018
Q4
$609K Buy
82,183
+6,457
+9% +$47.8K 0.01% 888
2018
Q3
$776K Buy
75,726
+45,506
+151% +$466K 0.01% 998
2018
Q2
$431K Hold
30,220
﹤0.01% 1018
2018
Q1
$514K Sell
30,220
-15,102
-33% -$257K ﹤0.01% 951
2017
Q4
$673K Sell
45,322
-53,932
-54% -$801K 0.01% 907
2017
Q3
$2.12M Sell
99,254
-15,103
-13% -$323K 0.02% 593
2017
Q2
$3.19M Buy
114,357
+31,514
+38% +$878K 0.03% 477
2017
Q1
$2.47M Buy
82,843
+39,796
+92% +$1.19M 0.02% 589
2016
Q4
$1.26M Buy
43,047
+11,172
+35% +$326K 0.01% 789
2016
Q3
$626K Buy
31,875
+5,422
+20% +$106K 0.01% 899
2016
Q2
$438K Sell
26,453
-3,375
-11% -$55.9K 0.01% 912
2016
Q1
$581K Buy
29,828
+4,725
+19% +$92K 0.01% 797
2015
Q4
$516K Buy
25,103
+11,100
+79% +$228K 0.01% 790
2015
Q3
$287K Hold
14,003
0.01% 919
2015
Q2
$402K Hold
14,003
0.01% 957
2015
Q1
$428K Hold
14,003
0.01% 940
2014
Q4
$488K Sell
14,003
-1,267
-8% -$44.2K 0.01% 974
2014
Q3
$534K Sell
15,270
-3,463
-18% -$121K 0.02% 726
2014
Q2
$698K Hold
18,733
0.01% 834
2014
Q1
$785K Buy
18,733
+17,708
+1,728% +$742K 0.01% 714
2013
Q4
$34K Hold
1,025
﹤0.01% 1261
2013
Q3
$38K Sell
1,025
-459
-31% -$17K ﹤0.01% 1198
2013
Q2
$53K Buy
+1,484
New +$53K ﹤0.01% 1166