Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,735
Closed -$67.6K 242
2025
Q1
$67.6K Buy
6,735
+11
+0.2% +$110 0.03% 180
2024
Q4
$66.6K Buy
6,724
+10
+0.1% +$99 0.03% 181
2024
Q3
$70.9K Buy
6,714
+9
+0.1% +$95 0.03% 180
2024
Q2
$84.1K Buy
6,705
+8
+0.1% +$100 0.03% 176
2024
Q1
$88.9K Buy
6,697
+8
+0.1% +$106 0.04% 170
2023
Q4
$81.5K Sell
6,689
-790
-11% -$9.63K 0.03% 179
2023
Q3
$92.9K Buy
7,479
+2,008
+37% +$24.9K 0.04% 167
2023
Q2
$82.8K Sell
5,471
-293
-5% -$4.43K 0.04% 168
2023
Q1
$72.6K Buy
5,764
+2,078
+56% +$26.2K 0.03% 177
2022
Q4
$42.9K Buy
3,686
+7
+0.2% +$81 0.02% 182
2022
Q3
$41.2K Buy
+3,679
New +$41.2K 0.02% 184
2022
Q2
Sell
-3,323
Closed -$56.2K 237
2022
Q1
$56.2K Sell
3,323
-1,497
-31% -$25.3K 0.02% 192
2021
Q4
$100K Buy
+4,820
New +$100K 0.04% 178
2021
Q3
Sell
-5,617
Closed -$83.5K 255
2021
Q2
$83.5K Hold
5,617
0.04% 158
2021
Q1
$68.8K Hold
5,617
0.03% 166
2020
Q4
$49.4K Buy
5,617
+3,100
+123% +$27.2K 0.03% 172
2020
Q3
$16.8K Hold
2,517
0.01% 193
2020
Q2
$15.3K Hold
2,517
0.01% 184
2020
Q1
$12.2K Buy
2,517
+13
+0.5% +$63 0.01% 181
2019
Q4
$23.3K Buy
2,504
+10
+0.4% +$93 0.01% 170
2019
Q3
$22.8K Buy
+2,494
New +$22.8K 0.01% 175
2019
Q2
Sell
-2,476
Closed -$21.7K 197
2019
Q1
$21.7K Buy
2,476
+9
+0.4% +$79 0.01% 175
2018
Q4
$18.9K Buy
2,467
+9
+0.4% +$69 0.01% 182
2018
Q3
$22.7K Buy
+2,458
New +$22.7K 0.01% 175
2018
Q2
Sell
-2,442
Closed -$27.1K 211
2018
Q1
$27.1K Sell
2,442
-2,492
-51% -$27.6K 0.01% 179
2017
Q4
$61.6K Buy
4,934
+6
+0.1% +$75 0.02% 179
2017
Q3
$59K Buy
4,928
+7
+0.1% +$84 0.02% 176
2017
Q2
$55.1K Sell
4,921
-793
-14% -$8.87K 0.02% 172
2017
Q1
$66.5K Buy
5,714
+6
+0.1% +$70 0.03% 171
2016
Q4
$69.2K Buy
5,708
+6
+0.1% +$73 0.03% 174
2016
Q3
$68.8K Buy
5,702
+6
+0.1% +$72 0.03% 170
2016
Q2
$71.6K Buy
5,696
+5
+0.1% +$63 0.03% 165
2016
Q1
$76.8K Buy
5,691
+76
+1% +$1.03K 0.04% 165
2015
Q4
$79.1K Buy
5,615
+5
+0.1% +$70 0.04% 168
2015
Q3
$76.1K Buy
5,610
+805
+17% +$10.9K 0.03% 171
2015
Q2
$72.1K Buy
4,805
+4
+0.1% +$60 0.03% 174
2015
Q1
$77.5K Buy
4,801
+5
+0.1% +$81 0.03% 175
2014
Q4
$74.3K Sell
4,796
-766
-14% -$11.9K 0.02% 171
2014
Q3
$82.3K Buy
+5,562
New +$82.3K 0.02% 175