Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$29.6K Sell
765
-672
-47% -$26K ﹤0.01% 667
2024
Q4
$48.6K Sell
1,437
-528
-27% -$17.9K ﹤0.01% 586
2024
Q3
$80.3K Hold
1,965
﹤0.01% 500
2024
Q2
$75.7K Hold
1,965
﹤0.01% 505
2024
Q1
$84.2K Hold
1,965
﹤0.01% 492
2023
Q4
$72.8K Hold
1,965
﹤0.01% 495
2023
Q3
$71.2K Hold
1,965
﹤0.01% 486
2023
Q2
$70K Buy
1,965
+355
+22% +$12.7K ﹤0.01% 481
2023
Q1
$57.3K Hold
1,610
﹤0.01% 512
2022
Q4
$56.6K Hold
1,610
﹤0.01% 510
2022
Q3
$47K Sell
1,610
-2,543
-61% -$74.2K ﹤0.01% 521
2022
Q2
$226K Buy
4,153
+359
+9% +$19.5K 0.01% 317
2022
Q1
$207K Buy
3,794
+846
+29% +$46.2K 0.01% 331
2021
Q4
$163K Buy
2,948
+80
+3% +$4.42K 0.01% 363
2021
Q3
$137K Sell
2,868
-1,943
-40% -$92.8K 0.01% 375
2021
Q2
$240K Sell
4,811
-1,000
-17% -$49.9K 0.01% 318
2021
Q1
$259K Sell
5,811
-83
-1% -$3.7K 0.01% 299
2020
Q4
$271K Hold
5,894
0.02% 287
2020
Q3
$278K Hold
5,894
0.02% 271
2020
Q2
$300K Hold
5,894
0.02% 260
2020
Q1
$279K Sell
5,894
-108
-2% -$5.11K 0.03% 255
2019
Q4
$352K Sell
6,002
-252
-4% -$14.8K 0.03% 255
2019
Q3
$333K Sell
6,254
-198
-3% -$10.5K 0.03% 258
2019
Q2
$323K Sell
6,452
-760
-11% -$38K 0.03% 251
2019
Q1
$377K Sell
7,212
-936
-11% -$48.9K 0.03% 236
2018
Q4
$389K Sell
8,148
-1,309
-14% -$62.5K 0.04% 232
2018
Q3
$475K Sell
9,457
-6,101
-39% -$306K 0.04% 229
2018
Q2
$784K Hold
15,558
0.07% 202
2018
Q1
$760K Buy
15,558
+6,214
+67% +$304K 0.07% 207
2017
Q4
$415K Sell
9,344
-1,305
-12% -$58K 0.04% 230
2017
Q3
$540K Buy
10,649
+317
+3% +$16.1K 0.05% 216
2017
Q2
$557K Buy
10,332
+120
+1% +$6.47K 0.05% 213
2017
Q1
$539K Sell
10,212
-222
-2% -$11.7K 0.05% 219
2016
Q4
$502K Buy
10,434
+222
+2% +$10.7K 0.05% 224
2016
Q3
$550K Buy
10,212
+224
+2% +$12.1K 0.06% 216
2016
Q2
$542K Sell
9,988
-313
-3% -$17K 0.06% 211
2016
Q1
$522K Buy
10,301
+33
+0.3% +$1.67K 0.06% 211
2015
Q4
$518K Sell
10,268
-323
-3% -$16.3K 0.06% 214
2015
Q3
$509K Buy
10,591
+988
+10% +$47.5K 0.06% 213
2015
Q2
$500K Buy
9,603
+528
+6% +$27.5K 0.06% 221
2015
Q1
$523K Buy
9,075
+6,172
+213% +$356K 0.06% 208
2014
Q4
$155K Sell
2,903
-160
-5% -$8.54K 0.02% 287
2014
Q3
$176K Buy
3,063
+1,034
+51% +$59.4K 0.02% 285
2014
Q2
$136K Hold
2,029
0.02% 302
2014
Q1
$135K Buy
2,029
+211
+12% +$14K 0.02% 283
2013
Q4
$121K Hold
1,818
0.02% 298
2013
Q3
$114K Hold
1,818
0.02% 287
2013
Q2
$114K Buy
+1,818
New +$114K 0.02% 274