Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.5K Hold
1,067
0.01% 347
2025
Q1
$72.2K Sell
1,067
-652
-38% -$44.1K 0.01% 351
2024
Q4
$105K Buy
1,719
+167
+11% +$10.2K 0.01% 301
2024
Q3
$88.9K Buy
1,552
+546
+54% +$31.3K 0.01% 314
2024
Q2
$50.2K Hold
1,006
﹤0.01% 383
2024
Q1
$57.5K Sell
1,006
-500
-33% -$28.6K ﹤0.01% 357
2023
Q4
$68.8K Sell
1,506
-223
-13% -$10.2K 0.01% 333
2023
Q3
$77.4K Sell
1,729
-266
-13% -$11.9K 0.01% 317
2023
Q2
$93.8K Hold
1,995
0.01% 296
2023
Q1
$98.5K Buy
1,995
+223
+13% +$11K 0.01% 285
2022
Q4
$79K Hold
1,772
0.01% 302
2022
Q3
$78K Hold
1,772
0.01% 292
2022
Q2
$84K Buy
1,772
+1,000
+130% +$47.4K 0.01% 270
2022
Q1
$44K Buy
+772
New +$44K ﹤0.01% 342
2021
Q4
Sell
-824
Closed -$33K 395
2021
Q3
$33K Buy
824
+35
+4% +$1.4K ﹤0.01% 352
2021
Q2
$30K Hold
789
﹤0.01% 345
2021
Q1
$28K Hold
789
﹤0.01% 333
2020
Q4
$25K Hold
789
﹤0.01% 316
2020
Q3
$27K Buy
789
+333
+73% +$11.4K ﹤0.01% 296
2020
Q2
$15K Sell
456
-8,474
-95% -$279K ﹤0.01% 331
2020
Q1
$269K Hold
8,930
0.05% 116
2019
Q4
$259K Hold
8,930
0.04% 134
2019
Q3
$230K Hold
8,930
0.04% 135
2019
Q2
$194K Buy
8,930
+8,474
+1,858% +$184K 0.03% 145
2019
Q1
$11K Hold
456
﹤0.01% 339
2018
Q4
$13K Sell
456
-1,643
-78% -$46.8K ﹤0.01% 331
2018
Q3
$61K Sell
2,099
-981
-32% -$28.5K 0.01% 199
2018
Q2
$88K Hold
3,080
0.02% 172
2018
Q1
$74K Hold
3,080
0.01% 186
2017
Q4
$85K Hold
3,080
0.02% 179
2017
Q3
$62K Sell
3,080
-250
-8% -$5.03K 0.01% 205
2017
Q2
$78K Buy
3,330
+250
+8% +$5.86K 0.02% 187
2017
Q1
$91K Buy
3,080
+2,676
+662% +$79.1K 0.02% 172
2016
Q4
$14K Sell
404
-2,783
-87% -$96.4K ﹤0.01% 292
2016
Q3
$95K Sell
3,187
-1,391
-30% -$41.5K 0.02% 143
2016
Q2
$168K Buy
4,578
+111
+2% +$4.07K 0.04% 118
2016
Q1
$171K Sell
4,467
-816
-15% -$31.2K 0.04% 101
2015
Q4
$221K Buy
5,283
+1,379
+35% +$57.7K 0.06% 78
2015
Q3
$141K Buy
3,904
+4
+0.1% +$144 0.04% 116
2015
Q2
$141K Buy
3,900
+4
+0.1% +$145 0.04% 115
2015
Q1
$149K Buy
3,896
+6
+0.2% +$229 0.04% 109
2014
Q4
$125K Buy
3,890
+4
+0.1% +$129 0.03% 123
2014
Q3
$85K Buy
3,886
+410
+12% +$8.97K 0.03% 144
2014
Q2
$76K Sell
3,476
-2,330
-40% -$50.9K 0.02% 152
2014
Q1
$127K Buy
5,806
+2,942
+103% +$64.4K 0.04% 124
2013
Q4
$62K Buy
2,864
+8
+0.3% +$173 0.02% 158
2013
Q3
$62K Sell
2,856
-594
-17% -$12.9K 0.03% 157
2013
Q2
$75K Buy
+3,450
New +$75K 0.05% 132