Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$20.7K Sell
746
-252
-25% -$6.98K ﹤0.01% 727
2024
Q4
$32.6K Buy
998
+146
+17% +$4.76K ﹤0.01% 669
2024
Q3
$30.6K Sell
852
-93
-10% -$3.34K ﹤0.01% 681
2024
Q2
$33.1K Buy
945
+372
+65% +$13K ﹤0.01% 664
2024
Q1
$17.3K Sell
573
-452
-44% -$13.7K ﹤0.01% 763
2023
Q4
$30.8K Sell
1,025
-30
-3% -$903 ﹤0.01% 643
2023
Q3
$27.1K Hold
1,055
﹤0.01% 659
2023
Q2
$32.4K Hold
1,055
﹤0.01% 629
2023
Q1
$31K Sell
1,055
-200
-16% -$5.87K ﹤0.01% 620
2022
Q4
$33.7K Buy
1,255
+452
+56% +$12.1K ﹤0.01% 597
2022
Q3
$20K Sell
803
-354
-31% -$8.82K ﹤0.01% 674
2022
Q2
$38K Buy
1,157
+354
+44% +$11.6K ﹤0.01% 566
2022
Q1
$29K Buy
803
+200
+33% +$7.22K ﹤0.01% 647
2021
Q4
$22K Sell
603
-217
-26% -$7.92K ﹤0.01% 745
2021
Q3
$22K Hold
820
﹤0.01% 743
2021
Q2
$25K Buy
820
+217
+36% +$6.62K ﹤0.01% 728
2021
Q1
$19K Hold
603
﹤0.01% 685
2020
Q4
$15K Sell
603
-79
-12% -$1.97K ﹤0.01% 687
2020
Q3
$13K Buy
682
+79
+13% +$1.51K ﹤0.01% 642
2020
Q2
$11K Hold
603
﹤0.01% 679
2020
Q1
$10K Hold
603
﹤0.01% 672
2019
Q4
$12K Sell
603
-200
-25% -$3.98K ﹤0.01% 693
2019
Q3
$15K Hold
803
﹤0.01% 669
2019
Q2
$17K Buy
803
+333
+71% +$7.05K ﹤0.01% 639
2019
Q1
$9K Sell
470
-1,780
-79% -$34.1K ﹤0.01% 678
2018
Q4
$46K Hold
2,250
﹤0.01% 457
2018
Q3
$58K Sell
2,250
-2,000
-47% -$51.6K ﹤0.01% 437
2018
Q2
$96K Sell
4,250
-66
-2% -$1.49K 0.01% 385
2018
Q1
$95K Sell
4,316
-920
-18% -$20.3K 0.01% 378
2017
Q4
$110K Buy
5,236
+4,266
+440% +$89.6K 0.01% 340
2017
Q3
$19K Hold
970
﹤0.01% 581
2017
Q2
$17K Hold
970
﹤0.01% 602
2017
Q1
$17K Sell
970
-1,064
-52% -$18.6K ﹤0.01% 613
2016
Q4
$30K Hold
2,034
﹤0.01% 514
2016
Q3
$32K Sell
2,034
-750
-27% -$11.8K ﹤0.01% 502
2016
Q2
$35K Sell
2,784
-866
-24% -$10.9K ﹤0.01% 495
2016
Q1
$45K Sell
3,650
-735
-17% -$9.06K 0.01% 453
2015
Q4
$52K Sell
4,385
-4,176
-49% -$49.5K 0.01% 421
2015
Q3
$100K Buy
8,561
+2,347
+38% +$27.4K 0.01% 347
2015
Q2
$85K Sell
6,214
-2,420
-28% -$33.1K 0.01% 398
2015
Q1
$122K Buy
8,634
+134
+2% +$1.89K 0.01% 333
2014
Q4
$155K Sell
8,500
-660
-7% -$12K 0.02% 288
2014
Q3
$148K Buy
9,160
+220
+2% +$3.56K 0.02% 298
2014
Q2
$137K Sell
8,940
-1,524
-15% -$23.4K 0.02% 299
2014
Q1
$153K Sell
10,464
-2,455
-19% -$35.9K 0.02% 277
2013
Q4
$165K Sell
12,919
-1,619
-11% -$20.7K 0.02% 270
2013
Q3
$138K Sell
14,538
-1,442
-9% -$13.7K 0.02% 276
2013
Q2
$180K Buy
+15,980
New +$180K 0.03% 247