Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Sell
1,452
-2,443
-63% -$30.4K ﹤0.01% 1407
2025
Q1
$59.3K Buy
3,895
+1,558
+67% +$23.7K ﹤0.01% 986
2024
Q4
$34.1K Buy
2,337
+1,612
+222% +$23.5K ﹤0.01% 1064
2024
Q3
$11.6K Buy
725
+521
+255% +$8.32K ﹤0.01% 1426
2024
Q2
$3.88K Buy
204
+81
+66% +$1.54K ﹤0.01% 1526
2024
Q1
$2.4K Buy
+123
New +$2.4K ﹤0.01% 1491
2022
Q3
Sell
-220
Closed -$4K 1900
2022
Q2
$4K Hold
220
﹤0.01% 1628
2022
Q1
$4K Hold
220
﹤0.01% 1706
2021
Q4
$3K Buy
+220
New +$3K ﹤0.01% 1751
2020
Q1
Sell
-9,017
Closed -$226K 357
2019
Q4
$226K Buy
+9,017
New +$226K 0.01% 339
2018
Q4
Sell
-7,535
Closed -$325K 351
2018
Q3
$325K Sell
7,535
-331
-4% -$14.3K 0.01% 286
2018
Q2
$341K Sell
7,866
-1,000
-11% -$43.4K 0.01% 278
2018
Q1
$327K Sell
8,866
-700
-7% -$25.8K 0.01% 281
2017
Q4
$345K Sell
9,566
-1,244
-12% -$44.9K 0.01% 274
2017
Q3
$387K Sell
10,810
-1,035
-9% -$37.1K 0.01% 257
2017
Q2
$390K Buy
11,845
+6,109
+107% +$201K 0.01% 256
2017
Q1
$230K Sell
5,736
-1,160
-17% -$46.5K 0.01% 319
2016
Q4
$258K Sell
6,896
-655
-9% -$24.5K 0.01% 297
2016
Q3
$277K Sell
7,551
-1,088
-13% -$39.9K 0.01% 301
2016
Q2
$291K Sell
8,639
-1,382
-14% -$46.6K 0.01% 288
2016
Q1
$312K Sell
10,021
-28,149
-74% -$876K 0.01% 281
2015
Q4
$1.28M Buy
38,170
+27,180
+247% +$911K 0.06% 181
2015
Q3
$414K Sell
10,990
-3,865
-26% -$146K 0.02% 213
2015
Q2
$717 Sell
14,855
-3,430
-19% -$166 0.03% 189
2015
Q1
$914 Sell
18,285
-367
-2% -$18 0.04% 180
2014
Q4
$1.22M Sell
18,652
-49,053
-72% -$3.22M 0.05% 165
2014
Q3
$5.15K Sell
67,705
-992
-1% -$76 0.25% 92
2014
Q2
$5.66M Sell
68,697
-7,040
-9% -$580K 0.27% 83
2014
Q1
$5.32M Buy
75,737
+1,353
+2% +$95K 0.3% 85
2013
Q4
$5.34K Buy
74,384
+53,607
+258% +$3.85K 0.29% 82
2013
Q3
$1.46K Sell
20,777
-6,172
-23% -$435 0.08% 144
2013
Q2
$1.68K Buy
+26,949
New +$1.68K 0.1% 131