Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
5,683
+3,764
+196% +$245K 0.01% 665
2025
Q1
$119K Sell
1,919
-1,021
-35% -$63.1K ﹤0.01% 1118
2024
Q4
$212K Buy
2,940
+754
+34% +$54.4K ﹤0.01% 849
2024
Q3
$178K Buy
2,186
+257
+13% +$20.9K ﹤0.01% 929
2024
Q2
$143K Sell
1,929
-90
-4% -$6.68K ﹤0.01% 984
2024
Q1
$157K Buy
2,019
+60
+3% +$4.68K ﹤0.01% 946
2023
Q4
$140K Buy
1,959
+725
+59% +$51.8K ﹤0.01% 952
2023
Q3
$85.6K Sell
1,234
-116
-9% -$8.05K ﹤0.01% 1138
2023
Q2
$109K Sell
1,350
-21
-2% -$1.7K ﹤0.01% 1012
2023
Q1
$111K Buy
1,371
+207
+18% +$16.7K ﹤0.01% 993
2022
Q4
$87.1K Buy
1,164
+57
+5% +$4.26K ﹤0.01% 1076
2022
Q3
$71K Sell
1,107
-1,024
-48% -$65.7K ﹤0.01% 1118
2022
Q2
$148K Buy
2,131
+559
+36% +$38.8K 0.01% 807
2022
Q1
$121K Buy
1,572
+25
+2% +$1.92K ﹤0.01% 947
2021
Q4
$118K Buy
1,547
+96
+7% +$7.32K ﹤0.01% 932
2021
Q3
$107K Buy
1,451
+33
+2% +$2.43K ﹤0.01% 934
2021
Q2
$95K Sell
1,418
-28
-2% -$1.88K ﹤0.01% 972
2021
Q1
$108K Buy
1,446
+211
+17% +$15.8K ﹤0.01% 841
2020
Q4
$90K Buy
1,235
+156
+14% +$11.4K ﹤0.01% 827
2020
Q3
$72K Sell
1,079
-12
-1% -$801 ﹤0.01% 828
2020
Q2
$62K Buy
1,091
+299
+38% +$17K ﹤0.01% 866
2020
Q1
$28K Buy
792
+319
+67% +$11.3K ﹤0.01% 1103
2019
Q4
$25K Buy
473
+110
+30% +$5.81K ﹤0.01% 1194
2019
Q3
$18K Buy
363
+32
+10% +$1.59K ﹤0.01% 1251
2019
Q2
$16K Buy
331
+84
+34% +$4.06K ﹤0.01% 1271
2019
Q1
$12K Sell
247
-34
-12% -$1.65K ﹤0.01% 1348
2018
Q4
$12K Buy
281
+70
+33% +$2.99K ﹤0.01% 1299
2018
Q3
$9K Hold
211
﹤0.01% 1405
2018
Q2
$8K Buy
211
+72
+52% +$2.73K ﹤0.01% 1435
2018
Q1
$5K Buy
+139
New +$5K ﹤0.01% 1391
2016
Q4
Sell
-442
Closed -$17K 657
2016
Q3
$17K Hold
442
﹤0.01% 866
2016
Q2
$15K Buy
442
+421
+2,005% +$14.3K ﹤0.01% 805
2016
Q1
$1K Hold
21
﹤0.01% 1272
2015
Q4
$1K Hold
21
﹤0.01% 1183
2015
Q3
$1K Sell
21
-1
-5% -$48 ﹤0.01% 1129
2015
Q2
$1K Hold
22
﹤0.01% 954
2015
Q1
$1K Hold
22
﹤0.01% 868
2014
Q4
$1K Hold
22
﹤0.01% 790
2014
Q3
$1K Hold
22
﹤0.01% 625
2014
Q2
$1K Buy
+22
New +$1K ﹤0.01% 784