Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.4K Sell
653
-200
-23% -$7.47K ﹤0.01% 1322
2025
Q1
$32.2K Buy
853
+219
+35% +$8.26K ﹤0.01% 1216
2024
Q4
$22.4K Sell
634
-230
-27% -$8.14K ﹤0.01% 1207
2024
Q3
$38.2K Buy
864
+74
+9% +$3.27K ﹤0.01% 957
2024
Q2
$30.4K Buy
790
+116
+17% +$4.46K ﹤0.01% 944
2024
Q1
$29.5K Hold
674
﹤0.01% 960
2023
Q4
$29K Sell
674
-289
-30% -$12.4K ﹤0.01% 954
2023
Q3
$39.8K Sell
963
-1,301
-57% -$53.8K ﹤0.01% 887
2023
Q2
$117K Hold
2,264
﹤0.01% 673
2023
Q1
$95.8K Sell
2,264
-548
-19% -$23.2K ﹤0.01% 707
2022
Q4
$102K Sell
2,812
-22
-0.8% -$798 ﹤0.01% 690
2022
Q3
$129K Sell
2,834
-360
-11% -$16.4K ﹤0.01% 670
2022
Q2
$199K Sell
3,194
-676
-17% -$42.1K ﹤0.01% 627
2022
Q1
$319K Buy
3,870
+440
+13% +$36.3K ﹤0.01% 555
2021
Q4
$368K Buy
3,430
+346
+11% +$37.1K ﹤0.01% 544
2021
Q3
$330K Hold
3,084
0.01% 319
2021
Q2
$390K Sell
3,084
-1,551
-33% -$196K 0.01% 308
2021
Q1
$547K Sell
4,635
-138
-3% -$16.3K 0.01% 278
2020
Q4
$493K Sell
4,773
-925
-16% -$95.5K 0.01% 277
2020
Q3
$1.01M Sell
5,698
-11,704
-67% -$2.07M 0.03% 206
2020
Q2
$1.01M Sell
17,402
-419
-2% -$24.2K 0.03% 206
2020
Q1
$570K Hold
17,821
0.02% 237
2019
Q4
$794K Sell
17,821
-28
-0.2% -$1.25K 0.02% 237
2019
Q3
$695 Sell
17,849
-140
-0.8% -$5 0.02% 248
2019
Q2
$699 Sell
17,989
-1,119
-6% -$43 0.02% 243
2019
Q1
$718K Sell
19,108
-2,938
-13% -$110K 0.02% 238
2018
Q4
$721 Sell
22,046
-140
-0.6% -$5 0.02% 224
2018
Q3
$859K Sell
22,186
-308
-1% -$11.9K 0.03% 223
2018
Q2
$613K Hold
22,494
0.02% 241
2018
Q1
$628K Sell
22,494
-2,182
-9% -$60.9K 0.02% 236
2017
Q4
$539K Sell
24,676
-1,175
-5% -$25.7K 0.02% 244
2017
Q3
$543K Sell
25,851
-391
-1% -$8.21K 0.02% 238
2017
Q2
$484K Sell
26,242
-1,036
-4% -$19.1K 0.02% 242
2017
Q1
$359K Sell
27,278
-1,063
-4% -$14K 0.01% 271
2016
Q4
$328K Sell
28,341
-10,407
-27% -$120K 0.01% 273
2016
Q3
$433K Sell
38,748
-10,464
-21% -$117K 0.02% 253
2016
Q2
$495K Sell
49,212
-18,716
-28% -$188K 0.02% 235
2016
Q1
$572K Sell
67,928
-398,192
-85% -$3.35M 0.02% 222
2015
Q4
$5M Sell
466,120
-22,298
-5% -$239K 0.22% 97
2015
Q3
$5.7M Buy
488,418
+3,906
+0.8% +$45.6K 0.33% 71
2015
Q2
$6.9K Sell
484,512
-17,256
-3% -$246 0.32% 77
2015
Q1
$6.05K Sell
501,768
-151
-0% -$2 0.27% 90
2014
Q4
$5.45M Sell
501,919
-19,220
-4% -$209K 0.24% 93
2014
Q3
$6.14K Buy
521,139
+5,405
+1% +$64 0.3% 81
2014
Q2
$6.38M Sell
515,734
-11,723
-2% -$145K 0.3% 76
2014
Q1
$6.73M Sell
527,457
-26,779
-5% -$342K 0.38% 75
2013
Q4
$6.8K Sell
554,236
-21,386
-4% -$262 0.37% 74
2013
Q3
$5.62K Sell
575,622
-65,880
-10% -$644 0.32% 76
2013
Q2
$5.46K Buy
+641,502
New +$5.46K 0.32% 78