Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.4K Sell
374
-166
-31% -$6.38K ﹤0.01% 765
2025
Q1
$20.9K Buy
540
+166
+44% +$6.43K ﹤0.01% 666
2024
Q4
$12.6K Hold
374
﹤0.01% 742
2024
Q3
$15.3K Sell
374
-145
-28% -$5.93K ﹤0.01% 699
2024
Q2
$20K Hold
519
﹤0.01% 612
2024
Q1
$22.3K Buy
519
+364
+235% +$15.6K ﹤0.01% 608
2023
Q4
$5.74K Sell
155
-400
-72% -$14.8K ﹤0.01% 654
2023
Q3
$20.1K Hold
555
﹤0.01% 568
2023
Q2
$19.8K Hold
555
﹤0.01% 588
2023
Q1
$19.7K Buy
555
+132
+31% +$4.7K ﹤0.01% 602
2022
Q4
$14.9K Sell
423
-1,360
-76% -$47.8K ﹤0.01% 624
2022
Q3
$52K Hold
1,783
﹤0.01% 483
2022
Q2
$97K Buy
+1,783
New +$97K 0.01% 392
2022
Q1
Sell
-1,775
Closed -$98K 485
2021
Q4
$98K Buy
+1,775
New +$98K 0.01% 403
2021
Q3
Sell
-1,875
Closed -$94K 474
2021
Q2
$94K Sell
1,875
-736
-28% -$36.9K 0.01% 412
2021
Q1
$116K Sell
2,611
-1,624
-38% -$72.2K 0.01% 361
2020
Q4
$195K Hold
4,235
0.02% 296
2020
Q3
$199K Buy
4,235
+20
+0.5% +$940 0.02% 277
2020
Q2
$215K Sell
4,215
-878
-17% -$44.8K 0.02% 268
2020
Q1
$241K Buy
5,093
+80
+2% +$3.79K 0.02% 259
2019
Q4
$295K Buy
5,013
+372
+8% +$21.9K 0.02% 270
2019
Q3
$248K Sell
4,641
-437
-9% -$23.4K 0.02% 288
2019
Q2
$254K Buy
5,078
+81
+2% +$4.05K 0.02% 286
2019
Q1
$261K Buy
4,997
+1,084
+28% +$56.6K 0.02% 278
2018
Q4
$187K Sell
3,913
-590
-13% -$28.2K 0.02% 305
2018
Q3
$226K Buy
4,503
+240
+6% +$12K 0.02% 305
2018
Q2
$214K Sell
4,263
-447
-9% -$22.4K 0.02% 309
2018
Q1
$230K Sell
4,710
-520
-10% -$25.4K 0.02% 295
2017
Q4
$232K Sell
5,230
-2,924
-36% -$130K 0.02% 303
2017
Q3
$414K Sell
8,154
-4,703
-37% -$239K 0.04% 231
2017
Q2
$693K Sell
12,857
-890
-6% -$48K 0.07% 196
2017
Q1
$725K Buy
13,747
+2,025
+17% +$107K 0.08% 179
2016
Q4
$565K Sell
11,722
-106
-0.9% -$5.11K 0.07% 199
2016
Q3
$638K Buy
11,828
+100
+0.9% +$5.39K 0.08% 172
2016
Q2
$635K Buy
11,728
+240
+2% +$13K 0.08% 163
2016
Q1
$583K Buy
11,488
+620
+6% +$31.5K 0.08% 164
2015
Q4
$548K Sell
10,868
-47
-0.4% -$2.37K 0.08% 167
2015
Q3
$525K Buy
10,915
+793
+8% +$38.1K 0.08% 165
2015
Q2
$527K Sell
10,122
-104
-1% -$5.42K 0.08% 170
2015
Q1
$590K Sell
10,226
-3,320
-25% -$192K 0.09% 162
2014
Q4
$723K Buy
13,546
+716
+6% +$38.2K 0.11% 158
2014
Q3
$737K Sell
12,830
-488
-4% -$28K 0.11% 150
2014
Q2
$890K Buy
13,318
+1,112
+9% +$74.3K 0.14% 141
2014
Q1
$815K Buy
12,206
+4,528
+59% +$302K 0.13% 143
2013
Q4
$513K Buy
7,678
+2,690
+54% +$180K 0.09% 163
2013
Q3
$313K Buy
4,988
+1,326
+36% +$83.2K 0.06% 181
2013
Q2
$229K Buy
+3,662
New +$229K 0.04% 194