Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$65K Hold
1,411
﹤0.01% 525
2024
Q4
$53.1K Hold
1,411
﹤0.01% 565
2024
Q3
$57.2K Hold
1,411
﹤0.01% 563
2024
Q2
$48.8K Sell
1,411
-265
-16% -$9.17K ﹤0.01% 596
2024
Q1
$63K Buy
1,676
+114
+7% +$4.28K ﹤0.01% 533
2023
Q4
$56.1K Hold
1,562
﹤0.01% 540
2023
Q3
$59K Buy
1,562
+18
+1% +$680 ﹤0.01% 518
2023
Q2
$62.9K Sell
1,544
-487
-24% -$19.8K ﹤0.01% 501
2023
Q1
$85.1K Sell
2,031
-1,001
-33% -$41.9K ﹤0.01% 451
2022
Q4
$131K Buy
3,032
+939
+45% +$40.6K 0.01% 387
2022
Q3
$78K Hold
2,093
﹤0.01% 444
2022
Q2
$95K Hold
2,093
0.01% 416
2022
Q1
$99K Sell
2,093
-1,381
-40% -$65.3K 0.01% 423
2021
Q4
$143K Hold
3,474
0.01% 385
2021
Q3
$120K Hold
3,474
0.01% 389
2021
Q2
$109K Sell
3,474
-2,372
-41% -$74.4K 0.01% 406
2021
Q1
$182K Buy
5,846
+193
+3% +$6.01K 0.01% 333
2020
Q4
$171K Hold
5,653
0.01% 332
2020
Q3
$144K Buy
5,653
+245
+5% +$6.24K 0.01% 326
2020
Q2
$140K Buy
5,408
+1,787
+49% +$46.3K 0.01% 318
2020
Q1
$95K Buy
3,621
+496
+16% +$13K 0.01% 348
2019
Q4
$101K Hold
3,125
0.01% 370
2019
Q3
$107K Buy
3,125
+294
+10% +$10.1K 0.01% 361
2019
Q2
$96K Hold
2,831
0.01% 372
2019
Q1
$101K Hold
2,831
0.01% 363
2018
Q4
$91K Sell
2,831
-140
-5% -$4.5K 0.01% 370
2018
Q3
$93K Sell
2,971
-52
-2% -$1.63K 0.01% 385
2018
Q2
$92K Sell
3,023
-844
-22% -$25.7K 0.01% 389
2018
Q1
$108K Sell
3,867
-345
-8% -$9.64K 0.01% 366
2017
Q4
$118K Buy
4,212
+58
+1% +$1.63K 0.01% 332
2017
Q3
$112K Hold
4,154
0.01% 334
2017
Q2
$107K Buy
4,154
+380
+10% +$9.79K 0.01% 350
2017
Q1
$97K Buy
3,774
+598
+19% +$15.4K 0.01% 350
2016
Q4
$81K Hold
3,176
0.01% 375
2016
Q3
$75K Hold
3,176
0.01% 386
2016
Q2
$82K Sell
3,176
-189
-6% -$4.88K 0.01% 372
2016
Q1
$87K Hold
3,365
0.01% 365
2015
Q4
$67K Sell
3,365
-701
-17% -$14K 0.01% 384
2015
Q3
$86K Sell
4,066
-420
-9% -$8.88K 0.01% 360
2015
Q2
$100K Sell
4,486
-330
-7% -$7.36K 0.01% 367
2015
Q1
$115K Buy
4,816
+121
+3% +$2.89K 0.01% 343
2014
Q4
$124K Sell
4,695
-407
-8% -$10.7K 0.01% 310
2014
Q3
$124K Sell
5,102
-140
-3% -$3.4K 0.02% 315
2014
Q2
$136K Sell
5,242
-2,777
-35% -$72K 0.02% 301
2014
Q1
$192K Buy
8,019
+1,174
+17% +$28.1K 0.03% 260
2013
Q4
$133K Sell
6,845
-3,325
-33% -$64.6K 0.02% 288
2013
Q3
$215K Sell
10,170
-7,756
-43% -$164K 0.03% 240
2013
Q2
$395K Buy
+17,926
New +$395K 0.06% 198