Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$161K Sell
2,165
-86
-4% -$6.39K ﹤0.01% 1009
2025
Q1
$181K Buy
2,251
+43
+2% +$3.45K ﹤0.01% 930
2024
Q4
$172K Sell
2,208
-107
-5% -$8.36K ﹤0.01% 936
2024
Q3
$177K Sell
2,315
-852
-27% -$65.2K ﹤0.01% 931
2024
Q2
$251K Buy
3,167
+153
+5% +$12.1K 0.01% 725
2024
Q1
$252K Sell
3,014
-372
-11% -$31.2K 0.01% 738
2023
Q4
$292K Sell
3,386
-324
-9% -$27.9K 0.01% 654
2023
Q3
$294K Buy
3,710
+398
+12% +$31.5K 0.01% 609
2023
Q2
$277K Buy
3,312
+185
+6% +$15.5K 0.01% 634
2023
Q1
$267K Buy
3,127
+157
+5% +$13.4K 0.01% 622
2022
Q4
$210K Buy
2,970
+440
+17% +$31K 0.01% 693
2022
Q3
$165K Sell
2,530
-826
-25% -$53.9K 0.01% 746
2022
Q2
$240K Buy
3,356
+811
+32% +$58K 0.01% 630
2022
Q1
$199K Buy
2,545
+477
+23% +$37.3K 0.01% 714
2021
Q4
$197K Buy
2,068
+133
+7% +$12.7K 0.01% 723
2021
Q3
$170K Sell
1,935
-24
-1% -$2.11K 0.01% 757
2021
Q2
$193K Sell
1,959
-16
-0.8% -$1.58K 0.01% 686
2021
Q1
$195K Buy
1,975
+47
+2% +$4.64K 0.01% 600
2020
Q4
$187K Sell
1,928
-18
-0.9% -$1.75K 0.01% 559
2020
Q3
$129K Buy
1,946
+55
+3% +$3.65K 0.01% 622
2020
Q2
$125K Sell
1,891
-104
-5% -$6.88K 0.01% 607
2020
Q1
$108K Buy
1,995
+94
+5% +$5.09K 0.01% 609
2019
Q4
$131K Buy
1,901
+285
+18% +$19.6K 0.01% 604
2019
Q3
$104K Sell
1,616
-196
-11% -$12.6K 0.01% 631
2019
Q2
$117K Buy
1,812
+269
+17% +$17.4K 0.01% 563
2019
Q1
$97K Sell
1,543
-107
-6% -$6.73K 0.01% 638
2018
Q4
$102K Sell
1,650
-28
-2% -$1.73K 0.01% 577
2018
Q3
$117K Sell
1,678
-48
-3% -$3.35K 0.01% 581
2018
Q2
$106K Buy
1,726
+329
+24% +$20.2K 0.01% 597
2018
Q1
$89K Buy
+1,397
New +$89K 0.01% 576
2016
Q4
Sell
-320
Closed -$17K 495
2016
Q3
$17K Buy
320
+122
+62% +$6.48K ﹤0.01% 863
2016
Q2
$9K Hold
198
﹤0.01% 925
2016
Q1
$9K Buy
198
+93
+89% +$4.23K ﹤0.01% 860
2015
Q4
$4K Hold
105
﹤0.01% 943
2015
Q3
$3K Buy
105
+72
+218% +$2.06K ﹤0.01% 934
2015
Q2
$1K Hold
33
﹤0.01% 942
2015
Q1
$1K Buy
+33
New +$1K ﹤0.01% 861
2014
Q4
Sell
-430
Closed -$18K 869
2014
Q3
$18K Buy
+430
New +$18K 0.01% 385