Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
1,078
+528
+96% +$104K 0.01% 229
2025
Q1
$113K Sell
550
-36
-6% -$7.39K 0.01% 289
2024
Q4
$135K Sell
586
-1
-0.2% -$230 0.01% 276
2024
Q3
$163K Buy
587
+14
+2% +$3.9K 0.01% 254
2024
Q2
$143K Hold
573
0.01% 265
2024
Q1
$143K Sell
573
-54
-9% -$13.5K 0.01% 266
2023
Q4
$145K Sell
627
-80
-11% -$18.5K 0.01% 256
2023
Q3
$156K Buy
707
+13
+2% +$2.86K 0.01% 241
2023
Q2
$148K Hold
694
0.01% 246
2023
Q1
$155K Sell
694
-17
-2% -$3.8K 0.01% 237
2022
Q4
$167K Hold
711
0.02% 226
2022
Q3
$163K Sell
711
-98
-12% -$22.5K 0.02% 215
2022
Q2
$182K Sell
809
-28
-3% -$6.3K 0.02% 194
2022
Q1
$218K Buy
+837
New +$218K 0.02% 185
2021
Q4
Sell
-763
Closed -$206K 204
2021
Q3
$206K Buy
763
+155
+25% +$41.8K 0.02% 179
2021
Q2
$145K Hold
608
0.02% 199
2021
Q1
$121K Buy
608
+113
+23% +$22.5K 0.01% 199
2020
Q4
$98K Buy
495
+79
+19% +$15.6K 0.01% 192
2020
Q3
$79K Hold
416
0.01% 203
2020
Q2
$65K Hold
416
0.01% 212
2020
Q1
$51K Hold
416
0.01% 231
2019
Q4
$57K Hold
416
0.01% 238
2019
Q3
$53K Hold
416
0.01% 229
2019
Q2
$53K Hold
416
0.01% 222
2019
Q1
$49K Hold
416
0.01% 222
2018
Q4
$38K Hold
416
0.01% 234
2018
Q3
$40K Hold
416
0.01% 235
2018
Q2
$36K Hold
416
0.01% 236
2018
Q1
$36K Buy
416
+78
+23% +$6.75K 0.01% 236
2017
Q4
$28K Hold
338
0.01% 274
2017
Q3
$26K Hold
338
0.01% 282
2017
Q2
$25K Hold
338
0.01% 287
2017
Q1
$26K Hold
338
0.01% 292
2016
Q4
$23K Sell
338
-50
-13% -$3.4K 0.01% 260
2016
Q3
$27K Sell
388
-124
-24% -$8.63K 0.01% 255
2016
Q2
$35K Buy
512
+66
+15% +$4.51K 0.01% 250
2016
Q1
$28K Hold
446
0.01% 240
2015
Q4
$28K Hold
446
0.01% 232
2015
Q3
$26K Hold
446
0.01% 233
2015
Q2
$26K Sell
446
-143
-24% -$8.34K 0.01% 241
2015
Q1
$34K Hold
589
0.01% 218
2014
Q4
$34K Hold
589
0.01% 204
2014
Q3
$30K Buy
589
+143
+32% +$7.28K 0.01% 212
2014
Q2
$23K Hold
446
0.01% 235
2014
Q1
$23K Hold
446
0.01% 244
2013
Q4
$23K Hold
446
0.01% 218
2013
Q3
$23K Buy
+446
New +$23K 0.01% 228