Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$54.6K Hold
680
﹤0.01% 558
2024
Q4
$53.1K Sell
680
-158
-19% -$12.3K ﹤0.01% 566
2024
Q3
$64.1K Sell
838
-111
-12% -$8.5K ﹤0.01% 540
2024
Q2
$75.2K Sell
949
-60
-6% -$4.75K ﹤0.01% 506
2024
Q1
$84.5K Sell
1,009
-714
-41% -$59.8K ﹤0.01% 491
2023
Q4
$148K Sell
1,723
-195
-10% -$16.8K 0.01% 398
2023
Q3
$152K Sell
1,918
-1,734
-47% -$137K 0.01% 377
2023
Q2
$306K Buy
3,652
+484
+15% +$40.5K 0.02% 303
2023
Q1
$271K Sell
3,168
-900
-22% -$76.9K 0.02% 314
2022
Q4
$287K Sell
4,068
-1,080
-21% -$76.2K 0.02% 300
2022
Q3
$335K Sell
5,148
-385
-7% -$25.1K 0.02% 273
2022
Q2
$396K Sell
5,533
-210
-4% -$15K 0.02% 259
2022
Q1
$449K Sell
5,743
-185
-3% -$14.5K 0.02% 258
2021
Q4
$564K Sell
5,928
-360
-6% -$34.3K 0.03% 254
2021
Q3
$553K Sell
6,288
-275
-4% -$24.2K 0.03% 251
2021
Q2
$645K Sell
6,563
-70
-1% -$6.88K 0.03% 238
2021
Q1
$655K Sell
6,633
-425
-6% -$42K 0.04% 231
2020
Q4
$686K Sell
7,058
-525
-7% -$51K 0.04% 219
2020
Q3
$503K Sell
7,583
-45
-0.6% -$2.99K 0.03% 229
2020
Q2
$502K Sell
7,628
-50
-0.7% -$3.29K 0.04% 230
2020
Q1
$416K Sell
7,678
-571
-7% -$30.9K 0.04% 230
2019
Q4
$568K Sell
8,249
-1,747
-17% -$120K 0.04% 226
2019
Q3
$646K Sell
9,996
-45
-0.4% -$2.91K 0.05% 217
2019
Q2
$649K Sell
10,041
-950
-9% -$61.4K 0.05% 210
2019
Q1
$692K Sell
10,991
-1,045
-9% -$65.8K 0.06% 197
2018
Q4
$744K Buy
12,036
+265
+2% +$16.4K 0.07% 193
2018
Q3
$824K Sell
11,771
-1,066
-8% -$74.6K 0.07% 192
2018
Q2
$792K Sell
12,837
-1,238
-9% -$76.4K 0.07% 201
2018
Q1
$895K Sell
14,075
-1,547
-10% -$98.4K 0.08% 199
2017
Q4
$969K Sell
15,622
-961
-6% -$59.6K 0.09% 185
2017
Q3
$954K Sell
16,583
-257
-2% -$14.8K 0.09% 183
2017
Q2
$828K Sell
16,840
-2,086
-11% -$103K 0.08% 195
2017
Q1
$995K Sell
18,926
-1,775
-9% -$93.3K 0.1% 189
2016
Q4
$938K Sell
20,701
-310
-1% -$14K 0.1% 191
2016
Q3
$1.14M Sell
21,011
-995
-5% -$54.2K 0.12% 176
2016
Q2
$1.06M Sell
22,006
-763
-3% -$36.6K 0.12% 176
2016
Q1
$990K Sell
22,769
-4,235
-16% -$184K 0.11% 176
2015
Q4
$909K Sell
27,004
-5,610
-17% -$189K 0.11% 180
2015
Q3
$1.06M Sell
32,614
-415
-1% -$13.5K 0.13% 163
2015
Q2
$1.31M Sell
33,029
-890
-3% -$35.3K 0.15% 153
2015
Q1
$1.29M Sell
33,919
-430
-1% -$16.4K 0.15% 153
2014
Q4
$1.48M Buy
34,349
+765
+2% +$33K 0.18% 139
2014
Q3
$1.4M Buy
33,584
+585
+2% +$24.4K 0.17% 137
2014
Q2
$1.43M Buy
32,999
+2,010
+6% +$86.9K 0.18% 133
2014
Q1
$1.38M Buy
30,989
+428
+1% +$19K 0.21% 133
2013
Q4
$1.18M Sell
30,561
-506
-2% -$19.5K 0.17% 144
2013
Q3
$1.07M Buy
31,067
+1,376
+5% +$47.5K 0.16% 143
2013
Q2
$993K Buy
+29,691
New +$993K 0.16% 148