Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Buy
7,636
+724
+10% +$53.9K 0.01% 523
2025
Q1
$468K Buy
6,912
+292
+4% +$19.8K 0.01% 554
2024
Q4
$410K Buy
6,620
+72
+1% +$4.46K 0.01% 592
2024
Q3
$426K Buy
6,548
+75
+1% +$4.88K 0.01% 576
2024
Q2
$348K Buy
6,473
+400
+7% +$21.5K 0.01% 615
2024
Q1
$321K Buy
6,073
+484
+9% +$25.5K 0.01% 656
2023
Q4
$244K Sell
5,589
-2,180
-28% -$95.1K 0.01% 718
2023
Q3
$343K Buy
7,769
+725
+10% +$32K 0.01% 553
2023
Q2
$315K Sell
7,044
-393
-5% -$17.6K 0.01% 597
2023
Q1
$330K Buy
7,437
+733
+11% +$32.5K 0.01% 561
2022
Q4
$278K Buy
6,704
+215
+3% +$8.92K 0.01% 593
2022
Q3
$239K Sell
6,489
-431
-6% -$15.9K 0.01% 612
2022
Q2
$288K Sell
6,920
-169
-2% -$7.03K 0.01% 554
2022
Q1
$406K Sell
7,089
-54
-0.8% -$3.09K 0.01% 471
2021
Q4
$475K Sell
7,143
-211
-3% -$14K 0.01% 413
2021
Q3
$512K Sell
7,354
-243
-3% -$16.9K 0.02% 358
2021
Q2
$533K Buy
7,597
+559
+8% +$39.2K 0.02% 340
2021
Q1
$431K Buy
7,038
+1,188
+20% +$72.8K 0.02% 348
2020
Q4
$294K Buy
5,850
+191
+3% +$9.6K 0.01% 414
2020
Q3
$295K Sell
5,659
-265
-4% -$13.8K 0.02% 358
2020
Q2
$311K Sell
5,924
-89
-1% -$4.67K 0.02% 324
2020
Q1
$181K Buy
6,013
+1,961
+48% +$59K 0.02% 441
2019
Q4
$146K Sell
4,052
-32
-0.8% -$1.15K 0.01% 572
2019
Q3
$159K Sell
4,084
-816
-17% -$31.8K 0.01% 484
2019
Q2
$194K Buy
4,900
+529
+12% +$20.9K 0.02% 400
2019
Q1
$162K Buy
4,371
+642
+17% +$23.8K 0.01% 455
2018
Q4
$105K Sell
3,729
-394
-10% -$11.1K 0.01% 567
2018
Q3
$136K Buy
4,123
+275
+7% +$9.07K 0.01% 528
2018
Q2
$140K Sell
3,848
-922
-19% -$33.5K 0.02% 496
2018
Q1
$192K Buy
+4,770
New +$192K 0.02% 351
2016
Q4
Sell
-2,322
Closed -$76K 513
2016
Q3
$76K Buy
2,322
+569
+32% +$18.6K 0.01% 418
2016
Q2
$41K Buy
1,753
+622
+55% +$14.5K 0.01% 518
2016
Q1
$27K Buy
1,131
+447
+65% +$10.7K ﹤0.01% 578
2015
Q4
$19K Buy
684
+145
+27% +$4.03K ﹤0.01% 585
2015
Q3
$13K Sell
539
-323
-37% -$7.79K ﹤0.01% 622
2015
Q2
$22K Buy
862
+541
+169% +$13.8K ﹤0.01% 452
2015
Q1
$8K Sell
321
-102
-24% -$2.54K ﹤0.01% 565
2014
Q4
$10K Buy
423
+181
+75% +$4.28K ﹤0.01% 495
2014
Q3
$6K Hold
242
﹤0.01% 513
2014
Q2
$5K Sell
242
-233
-49% -$4.81K ﹤0.01% 585
2014
Q1
$11K Sell
475
-452
-49% -$10.5K ﹤0.01% 395
2013
Q4
$21K Buy
+927
New +$21K 0.01% 343