Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.1K Buy
1,557
+456
+41% +$13.2K 0.01% 167
2025
Q1
$31.1K Hold
1,101
0.01% 175
2024
Q4
$25.1K Buy
1,101
+91
+9% +$2.07K ﹤0.01% 180
2024
Q3
$22.2K Hold
1,010
﹤0.01% 194
2024
Q2
$19.3K Hold
1,010
﹤0.01% 198
2024
Q1
$17.8K Hold
1,010
﹤0.01% 183
2023
Q4
$16.9K Hold
1,010
﹤0.01% 174
2023
Q3
$15.2K Buy
1,010
+428
+74% +$6.43K ﹤0.01% 179
2023
Q2
$9.28K Hold
582
﹤0.01% 187
2023
Q1
$11.2K Hold
582
﹤0.01% 183
2022
Q4
$10.7K Hold
582
﹤0.01% 189
2022
Q3
$9K Sell
582
-3,745
-87% -$57.9K ﹤0.01% 204
2022
Q2
$91K Sell
4,327
-1,508
-26% -$31.7K 0.02% 145
2022
Q1
$104K Sell
5,835
-14,225
-71% -$254K 0.02% 149
2021
Q4
$373K Sell
20,060
-543
-3% -$10.1K 0.07% 91
2021
Q3
$420K Sell
20,603
-3,736
-15% -$76.2K 0.08% 85
2021
Q2
$529K Sell
24,339
-2,038
-8% -$44.3K 0.1% 76
2021
Q1
$603K Sell
26,377
-163
-0.6% -$3.73K 0.11% 71
2020
Q4
$576K Sell
26,540
-5,713
-18% -$124K 0.12% 69
2020
Q3
$695K Sell
32,253
-1,028
-3% -$22.2K 0.15% 66
2020
Q2
$760K Sell
33,281
-362
-1% -$8.27K 0.17% 56
2020
Q1
$741K Sell
33,643
-257
-0.8% -$5.66K 0.19% 52
2019
Q4
$1M Buy
33,900
+40
+0.1% +$1.18K 0.23% 51
2019
Q3
$968K Buy
33,860
+1,487
+5% +$42.5K 0.23% 49
2019
Q2
$819K Sell
32,373
-2,330
-7% -$58.9K 0.2% 55
2019
Q1
$822K Buy
34,703
+3,936
+13% +$93.2K 0.21% 57
2018
Q4
$663K Sell
30,767
-3,728
-11% -$80.3K 0.18% 59
2018
Q3
$875K Sell
34,495
-1,179
-3% -$29.9K 0.22% 51
2018
Q2
$865K Sell
35,674
-2,538
-7% -$61.5K 0.37% 36
2018
Q1
$1.03M Buy
38,212
+13,611
+55% +$367K 0.44% 30
2017
Q4
$722K Buy
24,601
+111
+0.5% +$3.26K 0.3% 42
2017
Q3
$725K Sell
24,490
-1,039
-4% -$30.8K 0.32% 42
2017
Q2
$728K Sell
25,529
-13,628
-35% -$389K 0.33% 44
2017
Q1
$1.23M Sell
39,157
-2,546
-6% -$79.9K 0.58% 34
2016
Q4
$1.34M Buy
41,703
+2,714
+7% +$87.2K 0.67% 26
2016
Q3
$1.2M Sell
38,989
-760
-2% -$23.3K 0.62% 30
2016
Q2
$1.3M Sell
39,749
-3,237
-8% -$106K 0.71% 19
2016
Q1
$1.27M Sell
42,986
-650
-1% -$19.2K 0.73% 20
2015
Q4
$1.13M Buy
43,636
+761
+2% +$19.8K 0.67% 25
2015
Q3
$1.06M Sell
42,875
-46
-0.1% -$1.13K 0.66% 26
2015
Q2
$1.15M Sell
42,921
-854
-2% -$22.9K 0.67% 32
2015
Q1
$1.08M Sell
43,775
-358
-0.8% -$8.83K 0.63% 34
2014
Q4
$1.12M Sell
44,133
-490
-1% -$12.4K 0.66% 35
2014
Q3
$1.19M Buy
44,623
+362
+0.8% +$9.64K 0.73% 31
2014
Q2
$1.18M Buy
44,261
+622
+1% +$16.6K 0.71% 31
2014
Q1
$1.16M Buy
43,639
+417
+1% +$11K 0.74% 30
2013
Q4
$1.15M Buy
43,222
+1,635
+4% +$43.4K 0.75% 28
2013
Q3
$1.06M Buy
41,587
+2,844
+7% +$72.6K 0.77% 29
2013
Q2
$1.04M Buy
+38,743
New +$1.04M 0.8% 23