Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Sell
30,197
-42
-0.1% -$4.11K 0.28% 98
2025
Q1
$3.17M Buy
30,239
+574
+2% +$60.1K 0.33% 96
2024
Q4
$3.77M Buy
29,665
+25,320
+583% +$3.22M 0.39% 93
2024
Q3
$610K Sell
4,345
-78
-2% -$10.9K 0.06% 140
2024
Q2
$558K Buy
4,423
+4,255
+2,533% +$536K 0.03% 197
2024
Q1
$25K Hold
168
﹤0.01% 452
2023
Q4
$24.5K Sell
168
-298
-64% -$43.4K ﹤0.01% 424
2023
Q3
$69.5K Buy
466
+281
+152% +$41.9K ﹤0.01% 328
2023
Q2
$32.1K Buy
185
+17
+10% +$2.95K ﹤0.01% 402
2023
Q1
$30.4K Sell
168
-6
-3% -$1.09K ﹤0.01% 383
2022
Q4
$31K Sell
174
-87
-33% -$15.5K ﹤0.01% 385
2022
Q3
$44K Buy
261
+93
+55% +$15.7K ﹤0.01% 369
2022
Q2
$29K Sell
168
-20
-11% -$3.45K ﹤0.01% 400
2022
Q1
$38K Hold
188
﹤0.01% 379
2021
Q4
$41K Sell
188
-87
-32% -$19K ﹤0.01% 367
2021
Q3
$53K Hold
275
﹤0.01% 350
2021
Q2
$53K Buy
275
+107
+64% +$20.6K ﹤0.01% 356
2021
Q1
$28K Hold
168
﹤0.01% 383
2020
Q4
$27K Hold
168
﹤0.01% 412
2020
Q3
$23K Hold
168
﹤0.01% 394
2020
Q2
$23K Hold
168
﹤0.01% 376
2020
Q1
$21K Sell
168
-19
-10% -$2.38K ﹤0.01% 369
2019
Q4
$31K Buy
187
+19
+11% +$3.15K ﹤0.01% 356
2019
Q3
$27K Sell
168
-96
-36% -$15.4K ﹤0.01% 362
2019
Q2
$45K Sell
264
-104
-28% -$17.7K ﹤0.01% 376
2019
Q1
$60K Buy
368
+200
+119% +$32.6K 0.01% 302
2018
Q4
$24K Hold
168
﹤0.01% 371
2018
Q3
$24K Hold
168
﹤0.01% 394
2018
Q2
$24K Hold
168
﹤0.01% 375
2018
Q1
$23K Hold
168
﹤0.01% 387
2017
Q4
$25K Sell
168
-80
-32% -$11.9K ﹤0.01% 378
2017
Q3
$33K Sell
248
-22
-8% -$2.93K ﹤0.01% 353
2017
Q2
$32K Sell
270
-35
-11% -$4.15K ﹤0.01% 374
2017
Q1
$35K Sell
305
-54
-15% -$6.2K ﹤0.01% 347
2016
Q4
$37K Sell
359
-21
-6% -$2.16K ﹤0.01% 336
2016
Q3
$44K Buy
380
+190
+100% +$22K ﹤0.01% 311
2016
Q2
$21K Hold
190
﹤0.01% 335
2016
Q1
$20K Sell
190
-85
-31% -$8.95K ﹤0.01% 344
2015
Q4
$30K Hold
275
﹤0.01% 306
2015
Q3
$29K Sell
275
-50
-15% -$5.27K ﹤0.01% 332
2015
Q2
$38K Sell
325
-257
-44% -$30K ﹤0.01% 306
2015
Q1
$64K Hold
582
0.01% 268
2014
Q4
$67K Sell
582
-1,429
-71% -$165K 0.01% 272
2014
Q3
$232K Buy
2,011
+40
+2% +$4.62K 0.02% 185
2014
Q2
$250K Buy
1,971
+216
+12% +$27.4K 0.03% 176
2014
Q1
$219K Hold
1,755
0.03% 179
2013
Q4
$232K Sell
1,755
-230
-12% -$30.4K 0.03% 176
2013
Q3
$252K Hold
1,985
0.03% 171
2013
Q2
$228K Buy
+1,985
New +$228K 0.03% 180