Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.4K Buy
10,792
+5,394
+100% +$48.2K ﹤0.01% 850
2025
Q1
$47K Buy
5,398
+331
+7% +$2.88K ﹤0.01% 1080
2024
Q4
$63.1K Sell
5,067
-169
-3% -$2.1K ﹤0.01% 823
2024
Q3
$60.8K Buy
5,236
+425
+9% +$4.93K ﹤0.01% 819
2024
Q2
$51.1K Sell
4,811
-7,169
-60% -$76.2K ﹤0.01% 819
2024
Q1
$143K Sell
11,980
-1,424
-11% -$17K ﹤0.01% 631
2023
Q4
$145K Sell
13,404
-5,055
-27% -$54.7K ﹤0.01% 645
2023
Q3
$182K Buy
18,459
+4,245
+30% +$41.9K ﹤0.01% 584
2023
Q2
$142K Buy
14,214
+3,437
+32% +$34.3K ﹤0.01% 635
2023
Q1
$104K Buy
10,777
+1,727
+19% +$16.6K ﹤0.01% 682
2022
Q4
$101K Buy
9,050
+3,137
+53% +$35K ﹤0.01% 695
2022
Q3
$51K Sell
5,913
-2,110
-26% -$18.2K ﹤0.01% 866
2022
Q2
$84K Sell
8,023
-7,327
-48% -$76.7K ﹤0.01% 785
2022
Q1
$167K Buy
15,350
+2,735
+22% +$29.8K ﹤0.01% 682
2021
Q4
$170K Buy
+12,615
New +$170K ﹤0.01% 696
2017
Q3
Sell
-6,388
Closed -$248K 326
2017
Q2
$248K Hold
6,388
0.01% 295
2017
Q1
$249K Buy
6,388
+8
+0.1% +$312 0.01% 307
2016
Q4
$244K Sell
6,380
-1,350
-17% -$51.6K 0.01% 304
2016
Q3
$294K Sell
7,730
-1,325
-15% -$50.4K 0.01% 295
2016
Q2
$392K Sell
9,055
-562
-6% -$24.3K 0.02% 256
2016
Q1
$446K Sell
9,617
-823
-8% -$38.2K 0.02% 244
2015
Q4
$564K Sell
10,440
-5,682
-35% -$307K 0.02% 232
2015
Q3
$649K Sell
16,122
-70,355
-81% -$2.83M 0.04% 179
2015
Q2
$5.87K Sell
86,477
-41,024
-32% -$2.78K 0.27% 85
2015
Q1
$7.57K Buy
127,501
+59,255
+87% +$3.52K 0.34% 75
2014
Q4
$3.85M Buy
68,246
+645
+1% +$36.4K 0.17% 112
2014
Q3
$3.08K Buy
67,601
+1,164
+2% +$53 0.15% 121
2014
Q2
$3.43M Buy
66,437
+4,315
+7% +$222K 0.16% 115
2014
Q1
$3.03M Buy
62,122
+51,886
+507% +$2.53M 0.17% 110
2013
Q4
$444 Sell
10,236
-25
-0.2% -$1 0.02% 216
2013
Q3
$392 Buy
10,261
+75
+0.7% +$3 0.02% 226
2013
Q2
$316 Buy
+10,186
New +$316 0.02% 231