Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.4K Sell
206
-100
-33% -$15.2K 0.01% 242
2025
Q1
$44.9K Sell
306
-8
-3% -$1.18K 0.01% 199
2024
Q4
$40.5K Buy
314
+8
+3% +$1.03K 0.01% 214
2024
Q3
$41.8K Hold
306
0.01% 199
2024
Q2
$31.3K Sell
306
-60
-16% -$6.13K 0.01% 216
2024
Q1
$32.5K Hold
366
0.01% 194
2023
Q4
$33.5K Sell
366
-167
-31% -$15.3K 0.01% 156
2023
Q3
$41.8K Sell
533
-37
-6% -$2.9K 0.01% 134
2023
Q2
$47.7K Buy
570
+37
+7% +$3.1K 0.01% 126
2023
Q1
$46.9K Hold
533
0.01% 128
2022
Q4
$53.5K Hold
533
0.02% 106
2022
Q3
$49K Hold
533
0.02% 110
2022
Q2
$58K Sell
533
-485
-48% -$52.8K 0.02% 99
2022
Q1
$127K Sell
1,018
-1,028
-50% -$128K 0.02% 158
2021
Q4
$304K Buy
2,046
+138
+7% +$20.5K 0.05% 97
2021
Q3
$280K Hold
1,908
0.05% 93
2021
Q2
$317K Hold
1,908
0.06% 89
2021
Q1
$307K Hold
1,908
0.06% 84
2020
Q4
$279K Hold
1,908
0.06% 87
2020
Q3
$255K Sell
1,908
-21
-1% -$2.81K 0.06% 84
2020
Q2
$252K Sell
1,929
-103
-5% -$13.5K 0.07% 82
2020
Q1
$232K Sell
2,032
-225
-10% -$25.7K 0.07% 77
2019
Q4
$333K Buy
2,257
+921
+69% +$136K 0.1% 71
2019
Q3
$184K Sell
1,336
-33
-2% -$4.55K 0.07% 90
2019
Q2
$199K Sell
1,369
-88
-6% -$12.8K 0.08% 86
2019
Q1
$253K Hold
1,457
0.09% 89
2018
Q4
$232K Sell
1,457
-281
-16% -$44.7K 0.11% 86
2018
Q3
$306K Sell
1,738
-5
-0.3% -$880 0.12% 73
2018
Q2
$287K Buy
1,743
+279
+19% +$45.9K 0.12% 78
2018
Q1
$269K Buy
1,464
+55
+4% +$10.1K 0.12% 82
2017
Q4
$277K Sell
1,409
-80
-5% -$15.7K 0.14% 81
2017
Q3
$261K Sell
1,489
-59
-4% -$10.3K 0.13% 85
2017
Q2
$269K Sell
1,548
-203
-12% -$35.3K 0.14% 82
2017
Q1
$280K Buy
1,751
+293
+20% +$46.9K 0.18% 76
2016
Q4
$218K Buy
1,458
+1
+0.1% +$150 0.14% 90
2016
Q3
$215K Buy
1,457
+199
+16% +$29.4K 0.15% 85
2016
Q2
$184K Buy
1,258
+1
+0.1% +$146 0.13% 98
2016
Q1
$175K Sell
1,257
-126
-9% -$17.5K 0.12% 113
2015
Q4
$174K Buy
1,383
+126
+10% +$15.9K 0.13% 113
2015
Q3
$149K Sell
1,257
-226
-15% -$26.8K 0.12% 114
2015
Q2
$191K Hold
1,483
0.13% 109
2015
Q1
$205K Hold
1,483
0.15% 107
2014
Q4
$204K Sell
1,483
-584
-28% -$80.3K 0.15% 109
2014
Q3
$245K Sell
2,067
-149
-7% -$17.7K 0.19% 93
2014
Q2
$265K Sell
2,216
-288
-12% -$34.4K 0.2% 93
2014
Q1
$284K Sell
2,504
-798
-24% -$90.5K 0.23% 80
2013
Q4
$387K Buy
+3,302
New +$387K 0.32% 59