Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$726K Buy
8,124
+1,206
+17% +$108K 0.01% 446
2025
Q1
$525K Buy
6,918
+25
+0.4% +$1.9K 0.01% 513
2024
Q4
$533K Buy
6,893
+309
+5% +$23.9K 0.01% 502
2024
Q3
$481K Buy
6,584
+162
+3% +$11.8K 0.01% 534
2024
Q2
$387K Buy
6,422
+335
+6% +$20.2K 0.01% 584
2024
Q1
$384K Sell
6,087
-31
-0.5% -$1.96K 0.01% 597
2023
Q4
$356K Buy
6,118
+747
+14% +$43.4K 0.01% 586
2023
Q3
$261K Sell
5,371
-2,372
-31% -$115K 0.01% 643
2023
Q2
$386K Buy
7,743
+47
+0.6% +$2.34K 0.01% 531
2023
Q1
$421K Sell
7,696
-1,173
-13% -$64.1K 0.01% 486
2022
Q4
$544K Buy
8,869
+648
+8% +$39.8K 0.02% 390
2022
Q3
$466K Buy
8,221
+2,266
+38% +$128K 0.02% 397
2022
Q2
$303K Buy
5,955
+3,054
+105% +$155K 0.01% 540
2022
Q1
$172K Buy
2,901
+1,017
+54% +$60.3K 0.01% 783
2021
Q4
$132K Buy
1,884
+138
+8% +$9.67K ﹤0.01% 890
2021
Q3
$112K Buy
1,746
+168
+11% +$10.8K ﹤0.01% 919
2021
Q2
$92K Buy
1,578
+24
+2% +$1.4K ﹤0.01% 987
2021
Q1
$76K Buy
1,554
+75
+5% +$3.67K ﹤0.01% 989
2020
Q4
$65K Buy
1,479
+54
+4% +$2.37K ﹤0.01% 965
2020
Q3
$58K Sell
1,425
-102
-7% -$4.15K ﹤0.01% 925
2020
Q2
$61K Sell
1,527
-24
-2% -$959 ﹤0.01% 877
2020
Q1
$49K Buy
1,551
+519
+50% +$16.4K ﹤0.01% 890
2019
Q4
$37K Buy
1,032
+27
+3% +$968 ﹤0.01% 1080
2019
Q3
$33K Buy
1,005
+234
+30% +$7.68K ﹤0.01% 1063
2019
Q2
$25K Buy
771
+108
+16% +$3.5K ﹤0.01% 1131
2019
Q1
$19K Buy
663
+159
+32% +$4.56K ﹤0.01% 1204
2018
Q4
$14K Sell
504
-78
-13% -$2.17K ﹤0.01% 1260
2018
Q3
$17K Sell
582
-51
-8% -$1.49K ﹤0.01% 1223
2018
Q2
$19K Buy
633
+78
+14% +$2.34K ﹤0.01% 1184
2018
Q1
$16K Buy
+555
New +$16K ﹤0.01% 1108
2016
Q4
Sell
-627
Closed -$14K 858
2016
Q3
$14K Buy
627
+174
+38% +$3.89K ﹤0.01% 928
2016
Q2
$10K Buy
453
+270
+148% +$5.96K ﹤0.01% 911
2016
Q1
$4K Buy
183
+78
+74% +$1.71K ﹤0.01% 1051
2015
Q4
$2K Hold
105
﹤0.01% 1097
2015
Q3
$2K Buy
105
+84
+400% +$1.6K ﹤0.01% 1037
2015
Q2
$0 Sell
21
-492
-96% ﹤0.01% 1095
2015
Q1
$9K Buy
513
+492
+2,343% +$8.63K ﹤0.01% 550
2014
Q4
$0 Hold
21
﹤0.01% 910
2014
Q3
$0 Hold
21
﹤0.01% 833
2014
Q2
$0 Hold
21
﹤0.01% 960
2014
Q1
$0 Buy
+21
New ﹤0.01% 882