Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
1,848
+42
+2% +$6.63K 0.01% 746
2025
Q1
$244K Buy
1,806
+211
+13% +$28.5K ﹤0.01% 797
2024
Q4
$230K Sell
1,595
-8
-0.5% -$1.15K ﹤0.01% 805
2024
Q3
$261K Sell
1,603
-50
-3% -$8.15K 0.01% 744
2024
Q2
$241K Sell
1,653
-2
-0.1% -$292 ﹤0.01% 739
2024
Q1
$217K Buy
1,655
+118
+8% +$15.5K ﹤0.01% 797
2023
Q4
$166K Sell
1,537
-55
-3% -$5.95K ﹤0.01% 876
2023
Q3
$147K Buy
1,592
+135
+9% +$12.4K ﹤0.01% 870
2023
Q2
$129K Buy
1,457
+384
+36% +$34K ﹤0.01% 937
2023
Q1
$98.8K Buy
1,073
+143
+15% +$13.2K ﹤0.01% 1042
2022
Q4
$97.8K Buy
930
+1
+0.1% +$105 ﹤0.01% 1013
2022
Q3
$81K Sell
929
-137
-13% -$11.9K ﹤0.01% 1060
2022
Q2
$107K Buy
1,066
+15
+1% +$1.51K ﹤0.01% 958
2022
Q1
$114K Buy
1,051
+278
+36% +$30.2K ﹤0.01% 974
2021
Q4
$69K Sell
773
-3
-0.4% -$268 ﹤0.01% 1189
2021
Q3
$75K Sell
776
-22
-3% -$2.13K ﹤0.01% 1109
2021
Q2
$81K Buy
798
+33
+4% +$3.35K ﹤0.01% 1044
2021
Q1
$74K Sell
765
-20
-3% -$1.94K ﹤0.01% 1003
2020
Q4
$83K Sell
785
-59
-7% -$6.24K ﹤0.01% 861
2020
Q3
$75K Sell
844
-292
-26% -$25.9K ﹤0.01% 810
2020
Q2
$106K Buy
1,136
+80
+8% +$7.47K 0.01% 667
2020
Q1
$97K Buy
1,056
+279
+36% +$25.6K 0.01% 647
2019
Q4
$76K Sell
777
-21
-3% -$2.05K 0.01% 817
2019
Q3
$69K Buy
798
+19
+2% +$1.64K 0.01% 803
2019
Q2
$62K Buy
779
+85
+12% +$6.77K 0.01% 820
2019
Q1
$44K Sell
694
-83
-11% -$5.26K ﹤0.01% 927
2018
Q4
$41K Sell
777
-5
-0.6% -$264 ﹤0.01% 908
2018
Q3
$54K Sell
782
-127
-14% -$8.77K 0.01% 850
2018
Q2
$54K Sell
909
-2
-0.2% -$119 0.01% 833
2018
Q1
$60K Buy
+911
New +$60K 0.01% 679
2016
Q4
Sell
-152
Closed -$7K 777
2016
Q3
$7K Buy
+152
New +$7K ﹤0.01% 1129
2015
Q1
Sell
-20
Closed -$1K 1001
2014
Q4
$1K Hold
20
﹤0.01% 796
2014
Q3
$1K Hold
20
﹤0.01% 635
2014
Q2
$1K Sell
20
-122
-86% -$6.1K ﹤0.01% 794
2014
Q1
$5K Buy
142
+122
+610% +$4.3K ﹤0.01% 533
2013
Q4
$1K Buy
+20
New +$1K ﹤0.01% 652
2013
Q3
Sell
-33
Closed -$1K 716
2013
Q2
$1K Buy
+33
New +$1K ﹤0.01% 516