Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$157K Sell
2,131
-110
-5% -$8.12K ﹤0.01% 1020
2025
Q1
$138K Buy
2,241
+56
+3% +$3.44K ﹤0.01% 1054
2024
Q4
$122K Sell
2,185
-523
-19% -$29.2K ﹤0.01% 1130
2024
Q3
$196K Buy
2,708
+791
+41% +$57.2K ﹤0.01% 874
2024
Q2
$112K Buy
1,917
+77
+4% +$4.51K ﹤0.01% 1109
2024
Q1
$104K Buy
1,840
+421
+30% +$23.8K ﹤0.01% 1157
2023
Q4
$72.5K Sell
1,419
-870
-38% -$44.4K ﹤0.01% 1284
2023
Q3
$151K Buy
2,289
+51
+2% +$3.37K ﹤0.01% 853
2023
Q2
$145K Buy
2,238
+452
+25% +$29.3K ﹤0.01% 874
2023
Q1
$95.9K Sell
1,786
-43
-2% -$2.31K ﹤0.01% 1059
2022
Q4
$112K Sell
1,829
-254
-12% -$15.5K ﹤0.01% 951
2022
Q3
$140K Buy
2,083
+314
+18% +$21.1K ﹤0.01% 804
2022
Q2
$145K Sell
1,769
-44
-2% -$3.61K ﹤0.01% 815
2022
Q1
$149K Buy
1,813
+131
+8% +$10.8K ﹤0.01% 844
2021
Q4
$171K Buy
1,682
+1,026
+156% +$104K 0.01% 779
2021
Q3
$59K Buy
656
+104
+19% +$9.35K ﹤0.01% 1227
2021
Q2
$52K Buy
552
+131
+31% +$12.3K ﹤0.01% 1246
2021
Q1
$40K Sell
421
-22
-5% -$2.09K ﹤0.01% 1270
2020
Q4
$41K Sell
443
-48
-10% -$4.44K ﹤0.01% 1164
2020
Q3
$41K Buy
491
+36
+8% +$3.01K ﹤0.01% 1071
2020
Q2
$34K Buy
455
+7
+2% +$523 ﹤0.01% 1105
2020
Q1
$32K Buy
448
+88
+24% +$6.29K ﹤0.01% 1059
2019
Q4
$38K Buy
360
+48
+15% +$5.07K ﹤0.01% 1067
2019
Q3
$37K Buy
312
+11
+4% +$1.3K ﹤0.01% 1028
2019
Q2
$32K Buy
301
+33
+12% +$3.51K ﹤0.01% 1040
2019
Q1
$23K Sell
268
-50
-16% -$4.29K ﹤0.01% 1135
2018
Q4
$26K Sell
318
-81
-20% -$6.62K ﹤0.01% 1056
2018
Q3
$42K Sell
399
-46
-10% -$4.84K ﹤0.01% 938
2018
Q2
$41K Buy
445
+50
+13% +$4.61K ﹤0.01% 922
2018
Q1
$33K Buy
+395
New +$33K ﹤0.01% 880
2016
Q4
Sell
-346
Closed -$27K 642
2016
Q3
$27K Buy
346
+306
+765% +$23.9K ﹤0.01% 712
2016
Q2
$3K Buy
40
+11
+38% +$825 ﹤0.01% 1171
2016
Q1
$2K Buy
29
+14
+93% +$966 ﹤0.01% 1162
2015
Q4
$1K Sell
15
-317
-95% -$21.1K ﹤0.01% 1181
2015
Q3
$24K Buy
332
+52
+19% +$3.76K 0.01% 481
2015
Q2
$21K Buy
+280
New +$21K ﹤0.01% 461
2013
Q4
Sell
-1,580
Closed -$74K 756
2013
Q3
$74K Buy
+1,580
New +$74K 0.03% 158