Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.4K Buy
878
+13
+2% +$257 ﹤0.01% 384
2025
Q1
$19.6K Sell
865
-1,443
-63% -$32.8K ﹤0.01% 368
2024
Q4
$46.3K Hold
2,308
﹤0.01% 289
2024
Q3
$54.1K Sell
2,308
-505
-18% -$11.8K 0.01% 319
2024
Q2
$87.1K Sell
2,813
-300
-10% -$9.29K 0.01% 352
2024
Q1
$138K Sell
3,113
-3
-0.1% -$133 0.01% 307
2023
Q4
$157K Sell
3,116
-730
-19% -$36.7K 0.01% 268
2023
Q3
$137K Sell
3,846
-2,562
-40% -$91.1K 0.01% 263
2023
Q2
$214K Buy
6,408
+1,984
+45% +$66.3K 0.01% 229
2023
Q1
$145K Sell
4,424
-850
-16% -$27.8K 0.01% 249
2022
Q4
$139K Sell
5,274
-450
-8% -$11.9K 0.01% 250
2022
Q3
$148K Sell
5,724
-1,200
-17% -$31K 0.01% 244
2022
Q2
$259K Buy
6,924
+1,333
+24% +$49.9K 0.02% 203
2022
Q1
$277K Sell
5,591
-350
-6% -$17.3K 0.02% 208
2021
Q4
$306K Sell
5,941
-2,300
-28% -$118K 0.02% 199
2021
Q3
$439K Buy
8,241
+2,981
+57% +$159K 0.03% 179
2021
Q2
$295K Sell
5,260
-740
-12% -$41.5K 0.02% 210
2021
Q1
$384K Sell
6,000
-1,246
-17% -$79.7K 0.03% 175
2020
Q4
$361K Sell
7,246
-376
-5% -$18.7K 0.03% 181
2020
Q3
$394K Buy
7,622
+1,191
+19% +$61.6K 0.03% 169
2020
Q2
$385K Sell
6,431
-18
-0.3% -$1.08K 0.03% 161
2020
Q1
$349K Sell
6,449
-147
-2% -$7.96K 0.03% 170
2019
Q4
$395K Sell
6,596
-1,700
-20% -$102K 0.03% 164
2019
Q3
$427K Sell
8,296
-1,855
-18% -$95.5K 0.04% 166
2019
Q2
$486K Buy
10,151
+3,445
+51% +$165K 0.05% 160
2019
Q1
$360K Sell
6,706
-3,357
-33% -$180K 0.04% 173
2018
Q4
$472K Sell
10,063
-87,637
-90% -$4.11M 0.05% 152
2018
Q3
$4.62M Buy
97,700
+1,055
+1% +$49.9K 0.46% 75
2018
Q2
$4.81M Sell
96,645
-7,252
-7% -$361K 0.49% 67
2018
Q1
$5.41M Sell
103,897
-6,638
-6% -$346K 0.55% 56
2017
Q4
$5.1M Sell
110,535
-701
-0.6% -$32.4K 0.51% 65
2017
Q3
$4.24M Sell
111,236
-3,369
-3% -$128K 0.43% 73
2017
Q2
$3.87M Buy
114,605
+1,118
+1% +$37.7K 0.4% 82
2017
Q1
$4.09M Sell
113,487
-1,528
-1% -$55.1K 0.44% 74
2016
Q4
$4.17M Sell
115,015
-4,682
-4% -$170K 0.47% 69
2016
Q3
$4.52M Sell
119,697
-4,177
-3% -$158K 0.5% 61
2016
Q2
$4.06M Buy
123,874
+2,011
+2% +$66K 0.45% 74
2016
Q1
$3.94M Buy
121,863
+1,161
+1% +$37.6K 0.45% 77
2015
Q4
$4.16M Sell
120,702
-2,880
-2% -$99.2K 0.49% 68
2015
Q3
$3.73M Buy
123,582
+599
+0.5% +$18.1K 0.45% 73
2015
Q2
$3.74M Buy
122,983
+1,250
+1% +$38K 0.43% 78
2015
Q1
$3.81M Sell
121,733
-17,991
-13% -$563K 0.43% 77
2014
Q4
$5.07M Sell
139,724
-6,492
-4% -$236K 0.54% 65
2014
Q3
$5.09M Buy
146,216
+18,904
+15% +$658K 0.54% 63
2014
Q2
$3.93M Buy
127,312
+9,504
+8% +$294K 0.43% 83
2014
Q1
$3.04M Buy
117,808
+862
+0.7% +$22.3K 0.35% 95
2013
Q4
$3.04M Buy
116,946
+1,782
+2% +$46.3K 0.35% 92
2013
Q3
$2.64M Buy
115,164
+5,629
+5% +$129K 0.32% 100
2013
Q2
$2.65M Buy
+109,535
New +$2.65M 0.34% 96