Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$718K Sell
1,244
-17
-1% -$9.81K 0.01% 449
2025
Q1
$713K Buy
1,261
+21
+2% +$11.9K 0.01% 423
2024
Q4
$744K Sell
1,240
-8
-0.6% -$4.8K 0.01% 402
2024
Q3
$728K Buy
1,248
+80
+7% +$46.7K 0.01% 410
2024
Q2
$563K Sell
1,168
-62
-5% -$29.9K 0.01% 459
2024
Q1
$690K Buy
1,230
+63
+5% +$35.3K 0.01% 419
2023
Q4
$660K Buy
1,167
+12
+1% +$6.79K 0.02% 381
2023
Q3
$593K Buy
1,155
+77
+7% +$39.5K 0.02% 385
2023
Q2
$506K Sell
1,078
-118
-10% -$55.4K 0.01% 437
2023
Q1
$669K Buy
1,196
+25
+2% +$14K 0.02% 339
2022
Q4
$545K Sell
1,171
-113
-9% -$52.6K 0.02% 388
2022
Q3
$542K Buy
1,284
+77
+6% +$32.5K 0.02% 349
2022
Q2
$497K Buy
1,207
+419
+53% +$173K 0.02% 375
2022
Q1
$396K Buy
788
+44
+6% +$22.1K 0.01% 481
2021
Q4
$456K Sell
744
-10
-1% -$6.13K 0.01% 421
2021
Q3
$459K Buy
754
+181
+32% +$110K 0.02% 395
2021
Q2
$305K Buy
573
+72
+14% +$38.3K 0.01% 506
2021
Q1
$210K Buy
501
+58
+13% +$24.3K 0.01% 563
2020
Q4
$198K Buy
443
+18
+4% +$8.05K 0.01% 538
2020
Q3
$152K Buy
425
+9
+2% +$3.22K 0.01% 578
2020
Q2
$139K Sell
416
-151
-27% -$50.5K 0.01% 568
2020
Q1
$164K Buy
567
+385
+212% +$111K 0.01% 473
2019
Q4
$47K Sell
182
-18
-9% -$4.65K ﹤0.01% 996
2019
Q3
$44K Buy
200
+15
+8% +$3.3K ﹤0.01% 969
2019
Q2
$44K Buy
185
+25
+16% +$5.95K ﹤0.01% 947
2019
Q1
$32K Buy
160
+14
+10% +$2.8K ﹤0.01% 1014
2018
Q4
$22K Sell
146
-57
-28% -$8.59K ﹤0.01% 1113
2018
Q3
$36K Buy
203
+33
+19% +$5.85K ﹤0.01% 993
2018
Q2
$28K Buy
170
+72
+73% +$11.9K ﹤0.01% 1057
2018
Q1
$15K Buy
+98
New +$15K ﹤0.01% 1130
2016
Q4
Sell
-37
Closed -$3K 841
2016
Q3
$3K Hold
37
﹤0.01% 1361
2016
Q2
$3K Sell
37
-10
-21% -$811 ﹤0.01% 1183
2016
Q1
$3K Hold
47
﹤0.01% 1102
2015
Q4
$3K Buy
+47
New +$3K ﹤0.01% 1019
2014
Q3
Sell
-22
Closed -$1K 826
2014
Q2
$1K Buy
22
+7
+47% +$318 ﹤0.01% 802
2014
Q1
$1K Hold
15
﹤0.01% 706
2013
Q4
$1K Buy
+15
New +$1K ﹤0.01% 658