Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
9,569
-6,105
-39% -$133K ﹤0.01% 898
2025
Q1
$343K Buy
15,674
+455
+3% +$9.95K 0.01% 666
2024
Q4
$337K Buy
15,219
+1,172
+8% +$26K 0.01% 674
2024
Q3
$378K Buy
14,047
+35
+0.2% +$941 0.01% 608
2024
Q2
$344K Buy
14,012
+308
+2% +$7.56K 0.01% 620
2024
Q1
$338K Buy
13,704
+126
+0.9% +$3.11K 0.01% 645
2023
Q4
$318K Buy
13,578
+6,979
+106% +$164K 0.01% 628
2023
Q3
$136K Sell
6,599
-907
-12% -$18.7K ﹤0.01% 894
2023
Q2
$175K Buy
7,506
+1,389
+23% +$32.5K ﹤0.01% 810
2023
Q1
$154K Sell
6,117
-4,264
-41% -$108K ﹤0.01% 824
2022
Q4
$237K Buy
10,381
+943
+10% +$21.5K 0.01% 644
2022
Q3
$239K Buy
9,438
+1,288
+16% +$32.6K 0.01% 613
2022
Q2
$248K Buy
8,150
+879
+12% +$26.7K 0.01% 612
2022
Q1
$256K Buy
7,271
+491
+7% +$17.3K 0.01% 637
2021
Q4
$242K Buy
6,780
+546
+9% +$19.5K 0.01% 637
2021
Q3
$203K Buy
6,234
+851
+16% +$27.7K 0.01% 678
2021
Q2
$141K Sell
5,383
-508
-9% -$13.3K 0.01% 812
2021
Q1
$154K Sell
5,891
-349
-6% -$9.12K 0.01% 694
2020
Q4
$174K Buy
6,240
+1,650
+36% +$46K 0.01% 582
2020
Q3
$124K Buy
4,590
+301
+7% +$8.13K 0.01% 635
2020
Q2
$105K Buy
4,289
+281
+7% +$6.88K 0.01% 671
2020
Q1
$82K Sell
4,008
-836
-17% -$17.1K 0.01% 711
2019
Q4
$97K Sell
4,844
-92
-2% -$1.84K 0.01% 720
2019
Q3
$109K Sell
4,936
-723
-13% -$16K 0.01% 611
2019
Q2
$140K Buy
5,659
+3,211
+131% +$79.4K 0.01% 505
2019
Q1
$53K Buy
2,448
+420
+21% +$9.09K ﹤0.01% 859
2018
Q4
$43K Sell
2,028
-1,441
-42% -$30.6K ﹤0.01% 896
2018
Q3
$89K Buy
3,469
+147
+4% +$3.77K 0.01% 679
2018
Q2
$78K Buy
3,322
+379
+13% +$8.9K 0.01% 700
2018
Q1
$83K Buy
+2,943
New +$83K 0.01% 595
2016
Q4
Sell
-399
Closed -$14K 938
2016
Q3
$14K Sell
399
-27
-6% -$947 ﹤0.01% 929
2016
Q2
$19K Buy
+426
New +$19K ﹤0.01% 737
2015
Q3
Sell
-77
Closed -$5K 1316
2015
Q2
$5K Buy
77
+30
+64% +$1.95K ﹤0.01% 753
2015
Q1
$3K Hold
47
﹤0.01% 754
2014
Q4
$3K Buy
+47
New +$3K ﹤0.01% 710