Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
2,067
-1,148
-36% -$194K 0.01% 1065
2025
Q1
$496K Buy
3,215
+2,642
+461% +$407K 0.02% 744
2024
Q4
$97.3K Sell
573
-6
-1% -$1.02K 0.01% 1065
2024
Q3
$101K Buy
579
+86
+17% +$14.9K 0.01% 1070
2024
Q2
$84.8K Sell
493
-58
-11% -$9.97K 0.01% 1105
2024
Q1
$144K Sell
551
-22
-4% -$5.73K 0.01% 809
2023
Q4
$114K Sell
573
-52
-8% -$10.4K 0.01% 919
2023
Q3
$106K Buy
625
+76
+14% +$12.9K 0.01% 834
2023
Q2
$113K Sell
549
-253
-32% -$52.2K 0.01% 796
2023
Q1
$184K Sell
802
-88
-10% -$20.1K 0.02% 545
2022
Q4
$171K Sell
890
-32
-3% -$6.15K 0.02% 530
2022
Q3
$174K Buy
922
+93
+11% +$17.6K 0.02% 482
2022
Q2
$160K Buy
829
+402
+94% +$77.6K 0.02% 485
2022
Q1
$94K Sell
427
-105
-20% -$23.1K 0.01% 691
2021
Q4
$162K Buy
532
+32
+6% +$9.74K 0.02% 496
2021
Q3
$142K Buy
500
+22
+5% +$6.25K 0.02% 502
2021
Q2
$118K Buy
478
+33
+7% +$8.15K 0.02% 550
2021
Q1
$97K Buy
445
+11
+3% +$2.4K 0.02% 588
2020
Q4
$123K Sell
434
-85
-16% -$24.1K 0.02% 429
2020
Q3
$118K Buy
519
+115
+28% +$26.1K 0.03% 381
2020
Q2
$76K Sell
404
-2,835
-88% -$533K 0.02% 558
2020
Q1
$467K Buy
3,239
+1,429
+79% +$206K 0.08% 220
2019
Q4
$272K Buy
1,810
+90
+5% +$13.5K 0.03% 537
2019
Q3
$243K Hold
1,720
0.04% 514
2019
Q2
$231K Hold
1,720
0.04% 501
2019
Q1
$207K Buy
1,720
+498
+41% +$59.9K 0.04% 490
2018
Q4
$127K Buy
1,222
+939
+332% +$97.6K 0.03% 519
2018
Q3
$28K Hold
283
0.01% 855
2018
Q2
$25K Hold
283
0.01% 888
2018
Q1
$21K Hold
283
0.01% 940
2017
Q4
$21K Sell
283
-12
-4% -$890 0.01% 901
2017
Q3
$17K Hold
295
0.01% 972
2017
Q2
$14K Hold
295
0.01% 985
2017
Q1
$13K Buy
295
+10
+4% +$441 0.01% 993
2016
Q4
$14K Buy
285
+39
+16% +$1.92K 0.01% 905
2016
Q3
$11K Buy
246
+12
+5% +$537 0.01% 1023
2016
Q2
$12K Buy
234
+227
+3,243% +$11.6K 0.01% 927
2016
Q1
$0 Buy
+7
New ﹤0.01% 1915