Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$181K Sell
9,415
-696
-7% -$13.4K ﹤0.01% 2074
2025
Q1
$149K Buy
10,111
+1,159
+13% +$17K ﹤0.01% 2178
2024
Q4
$239K Buy
8,952
+129
+1% +$3.44K ﹤0.01% 1936
2024
Q3
$227K Buy
8,823
+3,297
+60% +$84.7K ﹤0.01% 1971
2024
Q2
$183K Buy
5,526
+5,181
+1,502% +$171K ﹤0.01% 2053
2024
Q1
$11.5K Buy
345
+25
+8% +$833 ﹤0.01% 3278
2023
Q4
$11.3K Sell
320
-310
-49% -$11K ﹤0.01% 3279
2023
Q3
$21.7K Sell
630
-168
-21% -$5.79K ﹤0.01% 2839
2023
Q2
$33.2K Buy
798
+8
+1% +$332 ﹤0.01% 2702
2023
Q1
$30.3K Hold
790
﹤0.01% 2766
2022
Q4
$25.3K Buy
790
+310
+65% +$9.94K ﹤0.01% 2863
2022
Q3
$12K Sell
480
-733
-60% -$18.3K ﹤0.01% 3288
2022
Q2
$34K Buy
1,213
+788
+185% +$22.1K ﹤0.01% 2778
2022
Q1
$12K Sell
425
-724
-63% -$20.4K ﹤0.01% 3291
2021
Q4
$43K Buy
1,149
+1
+0.1% +$37 ﹤0.01% 2720
2021
Q3
$37K Sell
1,148
-74
-6% -$2.39K ﹤0.01% 2783
2021
Q2
$45K Buy
1,222
+395
+48% +$14.5K ﹤0.01% 2711
2021
Q1
$34K Hold
827
﹤0.01% 2757
2020
Q4
$32K Buy
827
+122
+17% +$4.72K ﹤0.01% 2679
2020
Q3
$12K Sell
705
-69
-9% -$1.17K ﹤0.01% 2965
2020
Q2
$13K Sell
774
-220
-22% -$3.7K ﹤0.01% 2935
2020
Q1
$13K Sell
994
-2,772
-74% -$36.3K ﹤0.01% 2855
2019
Q4
$86K Sell
3,766
-7,944
-68% -$181K ﹤0.01% 2219
2019
Q3
$158K Sell
11,710
-1,051
-8% -$14.2K ﹤0.01% 1924
2019
Q2
$198K Buy
12,761
+1,520
+14% +$23.6K ﹤0.01% 1842
2019
Q1
$166K Sell
11,241
-9
-0.1% -$133 ﹤0.01% 1914
2018
Q4
$181K Buy
11,250
+83
+0.7% +$1.34K ﹤0.01% 1812
2018
Q3
$280K Sell
11,167
-346
-3% -$8.68K ﹤0.01% 1702
2018
Q2
$282K Buy
11,513
+1,016
+10% +$24.9K ﹤0.01% 1693
2018
Q1
$239K Buy
10,497
+10,221
+3,703% +$233K ﹤0.01% 1771
2017
Q4
$6K Hold
276
﹤0.01% 3272
2017
Q3
$7K Hold
276
﹤0.01% 3162
2017
Q2
$4K Sell
276
-92
-25% -$1.33K ﹤0.01% 3266
2017
Q1
$7K Hold
368
﹤0.01% 3119
2016
Q4
$5K Hold
368
﹤0.01% 3180
2016
Q3
$4K Hold
368
﹤0.01% 3190
2016
Q2
$4K Hold
368
﹤0.01% 3224
2016
Q1
$4K Hold
368
﹤0.01% 3206
2015
Q4
$4K Hold
368
﹤0.01% 3276
2015
Q3
$4K Hold
368
﹤0.01% 3286
2015
Q2
$5K Sell
368
-2,041
-85% -$27.7K ﹤0.01% 3284
2015
Q1
$26K Sell
2,409
-620
-20% -$6.69K ﹤0.01% 2840
2014
Q4
$36K Buy
3,029
+2,249
+288% +$26.7K ﹤0.01% 2674
2014
Q3
$9K Buy
780
+412
+112% +$4.75K ﹤0.01% 3073
2014
Q2
$4K Hold
368
﹤0.01% 3254
2014
Q1
$4K Hold
368
﹤0.01% 3230
2013
Q4
$4K Hold
368
﹤0.01% 3164
2013
Q3
$4K Sell
368
-125
-25% -$1.36K ﹤0.01% 3090
2013
Q2
$6K Buy
+493
New +$6K ﹤0.01% 2951