Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
3,009
-46
-2% -$3.72K ﹤0.01% 922
2025
Q1
$249K Sell
3,055
-68
-2% -$5.53K 0.01% 861
2024
Q4
$228K Buy
3,123
+80
+3% +$5.84K 0.01% 866
2024
Q3
$181K Buy
3,043
+12
+0.4% +$713 ﹤0.01% 970
2024
Q2
$155K Buy
3,031
+19
+0.6% +$971 ﹤0.01% 969
2024
Q1
$162K Sell
3,012
-573
-16% -$30.7K ﹤0.01% 945
2023
Q4
$162K Sell
3,585
-134
-4% -$6.06K ﹤0.01% 900
2023
Q3
$183K Sell
3,719
-41
-1% -$2.02K 0.01% 816
2023
Q2
$179K Buy
3,760
+474
+14% +$22.6K 0.01% 826
2023
Q1
$130K Buy
3,286
+230
+8% +$9.1K ﹤0.01% 940
2022
Q4
$125K Sell
3,056
-38
-1% -$1.56K 0.01% 902
2022
Q3
$120K Buy
3,094
+47
+2% +$1.82K 0.01% 885
2022
Q2
$104K Buy
3,047
+56
+2% +$1.91K ﹤0.01% 942
2022
Q1
$94K Sell
2,991
-183
-6% -$5.75K ﹤0.01% 1013
2021
Q4
$78K Sell
3,174
-302
-9% -$7.42K ﹤0.01% 1102
2021
Q3
$87K Buy
3,476
+197
+6% +$4.93K ﹤0.01% 1028
2021
Q2
$93K Buy
3,279
+244
+8% +$6.92K ﹤0.01% 959
2021
Q1
$84K Sell
3,035
-77
-2% -$2.13K ﹤0.01% 951
2020
Q4
$71K Sell
3,112
-1,394
-31% -$31.8K ﹤0.01% 940
2020
Q3
$76K Sell
4,506
-1,863
-29% -$31.4K ﹤0.01% 870
2020
Q2
$105K Sell
6,369
-2,893
-31% -$47.7K 0.01% 749
2020
Q1
$139K Buy
9,262
+8,256
+821% +$124K 0.01% 564
2019
Q4
$29K Buy
1,006
+175
+21% +$5.05K ﹤0.01% 1243
2019
Q3
$25K Buy
831
+301
+57% +$9.06K ﹤0.01% 1257
2019
Q2
$18K Sell
530
-225
-30% -$7.64K ﹤0.01% 1329
2019
Q1
$26K Buy
755
+53
+8% +$1.83K ﹤0.01% 1101
2018
Q4
$20K Sell
702
-866
-55% -$24.7K ﹤0.01% 1050
2018
Q3
$61K Buy
1,568
+448
+40% +$17.4K 0.01% 748
2018
Q2
$41K Buy
1,120
+535
+91% +$19.6K 0.01% 799
2018
Q1
$28K Hold
585
﹤0.01% 875
2017
Q4
$32K Hold
585
0.01% 851
2017
Q3
$31K Hold
585
0.01% 842
2017
Q2
$29K Hold
585
0.01% 870
2017
Q1
$27K Hold
585
0.01% 855
2016
Q4
$26K Buy
+585
New +$26K 0.01% 777