Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.7K Buy
3,621
+427
+13% +$3.62K ﹤0.01% 1850
2025
Q1
$26.1K Buy
3,194
+884
+38% +$7.23K ﹤0.01% 1914
2024
Q4
$32.4K Sell
2,310
-1,655
-42% -$23.2K ﹤0.01% 1798
2024
Q3
$83.7K Buy
3,965
+491
+14% +$10.4K ﹤0.01% 1307
2024
Q2
$79.9K Buy
3,474
+258
+8% +$5.93K ﹤0.01% 1276
2024
Q1
$93.7K Sell
3,216
-62
-2% -$1.81K ﹤0.01% 1229
2023
Q4
$94K Buy
3,278
+553
+20% +$15.9K ﹤0.01% 1138
2023
Q3
$57.1K Sell
2,725
-329
-11% -$6.9K ﹤0.01% 1329
2023
Q2
$70.4K Sell
3,054
-1,028
-25% -$23.7K ﹤0.01% 1241
2023
Q1
$96.1K Buy
4,082
+1,258
+45% +$29.6K ﹤0.01% 1056
2022
Q4
$71.3K Sell
2,824
-112
-4% -$2.83K ﹤0.01% 1173
2022
Q3
$74K Sell
2,936
-141
-5% -$3.55K ﹤0.01% 1101
2022
Q2
$110K Buy
3,077
+6
+0.2% +$214 ﹤0.01% 936
2022
Q1
$186K Buy
3,071
+77
+3% +$4.66K 0.01% 742
2021
Q4
$148K Buy
2,994
+19
+0.6% +$939 ﹤0.01% 845
2021
Q3
$140K Buy
2,975
+72
+2% +$3.39K ﹤0.01% 834
2021
Q2
$160K Buy
2,903
+44
+2% +$2.43K 0.01% 753
2021
Q1
$170K Buy
2,859
+15
+0.5% +$892 0.01% 667
2020
Q4
$116K Sell
2,844
-534
-16% -$21.8K 0.01% 721
2020
Q3
$63K Sell
3,378
-261
-7% -$4.87K ﹤0.01% 877
2020
Q2
$76K Buy
3,639
+1,436
+65% +$30K ﹤0.01% 784
2020
Q1
$32K Sell
2,203
-4,483
-67% -$65.1K ﹤0.01% 1062
2019
Q4
$341K Buy
6,686
+4,739
+243% +$242K 0.03% 327
2019
Q3
$97K Sell
1,947
-102
-5% -$5.08K 0.01% 654
2019
Q2
$97K Buy
2,049
+636
+45% +$30.1K 0.01% 632
2019
Q1
$97K Buy
1,413
+138
+11% +$9.47K 0.01% 640
2018
Q4
$85K Sell
1,275
-3
-0.2% -$200 0.01% 645
2018
Q3
$95K Buy
1,278
+200
+19% +$14.9K 0.01% 658
2018
Q2
$79K Buy
1,078
+34
+3% +$2.49K 0.01% 694
2018
Q1
$68K Buy
+1,044
New +$68K 0.01% 643
2016
Q4
Sell
-340
Closed -$15K 766
2016
Q3
$15K Buy
340
+133
+64% +$5.87K ﹤0.01% 903
2016
Q2
$8K Buy
207
+57
+38% +$2.2K ﹤0.01% 967
2016
Q1
$7K Buy
150
+3
+2% +$140 ﹤0.01% 921
2015
Q4
$7K Buy
147
+110
+297% +$5.24K ﹤0.01% 804
2015
Q3
$2K Buy
37
+23
+164% +$1.24K ﹤0.01% 1031
2015
Q2
$1K Hold
14
﹤0.01% 964
2015
Q1
$1K Sell
14
-28
-67% -$2K ﹤0.01% 877
2014
Q4
$3K Hold
42
﹤0.01% 702
2014
Q3
$3K Sell
42
-61
-59% -$4.36K ﹤0.01% 564
2014
Q2
$5K Hold
103
﹤0.01% 595
2014
Q1
$6K Buy
103
+49
+91% +$2.85K ﹤0.01% 495
2013
Q4
$3K Buy
54
+45
+500% +$2.5K ﹤0.01% 565
2013
Q3
$0 Hold
9
﹤0.01% 714
2013
Q2
$0 Buy
+9
New ﹤0.01% 605