Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.4K Buy
3,733
+931
+33% +$11.6K ﹤0.01% 1620
2025
Q1
$42.6K Buy
2,802
+215
+8% +$3.27K ﹤0.01% 1664
2024
Q4
$37.8K Buy
2,587
+756
+41% +$11K ﹤0.01% 1717
2024
Q3
$29.2K Sell
1,831
-2,612
-59% -$41.7K ﹤0.01% 1854
2024
Q2
$84.5K Buy
4,443
+1,792
+68% +$34.1K ﹤0.01% 1252
2024
Q1
$51.7K Sell
2,651
-687
-21% -$13.4K ﹤0.01% 1533
2023
Q4
$67.7K Sell
3,338
-64
-2% -$1.3K ﹤0.01% 1321
2023
Q3
$71.1K Sell
3,402
-279
-8% -$5.83K ﹤0.01% 1219
2023
Q2
$59K Sell
3,681
-561
-13% -$9K ﹤0.01% 1333
2023
Q1
$78.5K Sell
4,242
-193
-4% -$3.57K ﹤0.01% 1169
2022
Q4
$92.6K Buy
4,435
+1,273
+40% +$26.6K ﹤0.01% 1047
2022
Q3
$51K Buy
3,162
+2,241
+243% +$36.1K ﹤0.01% 1260
2022
Q2
$16K Buy
921
+490
+114% +$8.51K ﹤0.01% 1889
2022
Q1
$8K Sell
431
-241
-36% -$4.47K ﹤0.01% 2265
2021
Q4
$9K Sell
672
-135
-17% -$1.81K ﹤0.01% 2173
2021
Q3
$11K Buy
807
+150
+23% +$2.05K ﹤0.01% 2020
2021
Q2
$10K Sell
657
-128
-16% -$1.95K ﹤0.01% 1984
2021
Q1
$11K Hold
785
﹤0.01% 1820
2020
Q4
$11K Sell
785
-159
-17% -$2.23K ﹤0.01% 1663
2020
Q3
$9K Sell
944
-977
-51% -$9.32K ﹤0.01% 1669
2020
Q2
$24K Sell
1,921
-624
-25% -$7.8K ﹤0.01% 1260
2020
Q1
$25K Buy
2,545
+120
+5% +$1.18K ﹤0.01% 1144
2019
Q4
$61K Buy
2,425
+59
+2% +$1.48K ﹤0.01% 902
2019
Q3
$50K Buy
2,366
+1,369
+137% +$28.9K ﹤0.01% 913
2019
Q2
$22K Sell
997
-96
-9% -$2.12K ﹤0.01% 1166
2019
Q1
$29K Sell
1,093
-4
-0.4% -$106 ﹤0.01% 1047
2018
Q4
$28K Sell
1,097
-282
-20% -$7.2K ﹤0.01% 1029
2018
Q3
$59K Buy
1,379
+53
+4% +$2.27K 0.01% 813
2018
Q2
$58K Buy
1,326
+27
+2% +$1.18K 0.01% 801
2018
Q1
$48K Buy
+1,299
New +$48K 0.01% 753
2016
Q4
Sell
-1,683
Closed -$62K 875
2016
Q3
$62K Buy
1,683
+213
+14% +$7.85K 0.01% 483
2016
Q2
$49K Sell
1,470
-100
-6% -$3.33K 0.01% 486
2016
Q1
$49K Sell
1,570
-2,619
-63% -$81.7K 0.01% 434
2015
Q4
$140K Sell
4,189
-1,678
-29% -$56.1K 0.03% 185
2015
Q3
$221K Buy
5,867
+2,092
+55% +$78.8K 0.05% 126
2015
Q2
$182K Buy
3,775
+88
+2% +$4.24K 0.04% 155
2015
Q1
$184K Buy
3,687
+27
+0.7% +$1.35K 0.04% 140
2014
Q4
$240K Buy
3,660
+110
+3% +$7.21K 0.06% 113
2014
Q3
$270K Hold
3,550
0.09% 94
2014
Q2
$292K Buy
+3,550
New +$292K 0.1% 92
2014
Q1
Sell
-67
Closed -$5K 885
2013
Q4
$5K Sell
67
-72
-52% -$5.37K ﹤0.01% 523
2013
Q3
$10K Sell
139
-332
-70% -$23.9K ﹤0.01% 418
2013
Q2
$29K Buy
+471
New +$29K 0.02% 222