Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
23,394
-3,382
-13% -$15.7K ﹤0.01% 2381
2025
Q1
$146K Buy
26,776
+17,303
+183% +$94.6K ﹤0.01% 2186
2024
Q4
$65.9K Buy
9,473
+5,088
+116% +$35.4K ﹤0.01% 2612
2024
Q3
$41.2K Sell
4,385
-199
-4% -$1.87K ﹤0.01% 2830
2024
Q2
$45.9K Buy
4,584
+890
+24% +$8.92K ﹤0.01% 2709
2024
Q1
$44.2K Sell
3,694
-2,256
-38% -$27K ﹤0.01% 2757
2023
Q4
$73.9K Buy
5,950
+2,226
+60% +$27.6K ﹤0.01% 2471
2023
Q3
$40.9K Buy
3,724
+57
+2% +$625 ﹤0.01% 2543
2023
Q2
$45.1K Sell
3,667
-20
-0.5% -$246 ﹤0.01% 2531
2023
Q1
$44.5K Sell
3,687
-155
-4% -$1.87K ﹤0.01% 2579
2022
Q4
$32.9K Sell
3,842
-976
-20% -$8.36K ﹤0.01% 2732
2022
Q3
$31K Sell
4,818
-2,329
-33% -$15K ﹤0.01% 2787
2022
Q2
$58K Buy
7,147
+2,328
+48% +$18.9K ﹤0.01% 2487
2022
Q1
$44K Buy
4,819
+889
+23% +$8.12K ﹤0.01% 2686
2021
Q4
$42K Buy
3,930
+666
+20% +$7.12K ﹤0.01% 2728
2021
Q3
$26K Buy
3,264
+34
+1% +$271 ﹤0.01% 2964
2021
Q2
$30K Hold
3,230
﹤0.01% 2909
2021
Q1
$29K Hold
3,230
﹤0.01% 2840
2020
Q4
$23K Buy
3,230
+98
+3% +$698 ﹤0.01% 2836
2020
Q3
$8K Sell
3,132
-4,367
-58% -$11.2K ﹤0.01% 3090
2020
Q2
$34K Sell
7,499
-2,435
-25% -$11K ﹤0.01% 2532
2020
Q1
$51K Buy
9,934
+178
+2% +$914 ﹤0.01% 2298
2019
Q4
$110K Buy
9,756
+767
+9% +$8.65K ﹤0.01% 2125
2019
Q3
$94K Sell
8,989
-2,529
-22% -$26.4K ﹤0.01% 2181
2019
Q2
$154K Buy
11,518
+1,441
+14% +$19.3K ﹤0.01% 1976
2019
Q1
$117K Buy
10,077
+3,546
+54% +$41.2K ﹤0.01% 2107
2018
Q4
$43K Buy
6,531
+662
+11% +$4.36K ﹤0.01% 2515
2018
Q3
$74K Buy
5,869
+418
+8% +$5.27K ﹤0.01% 2371
2018
Q2
$77K Sell
5,451
-1,174
-18% -$16.6K ﹤0.01% 2355
2018
Q1
$121K Buy
6,625
+532
+9% +$9.72K ﹤0.01% 2136
2017
Q4
$121K Buy
6,093
+3,247
+114% +$64.5K ﹤0.01% 2160
2017
Q3
$47K Buy
2,846
+395
+16% +$6.52K ﹤0.01% 2594
2017
Q2
$46K Buy
2,451
+751
+44% +$14.1K ﹤0.01% 2573
2017
Q1
$31K Buy
1,700
+943
+125% +$17.2K ﹤0.01% 2697
2016
Q4
$14K Buy
757
+134
+22% +$2.48K ﹤0.01% 2940
2016
Q3
$15K Hold
623
﹤0.01% 2902
2016
Q2
$16K Hold
623
﹤0.01% 2868
2016
Q1
$17K Hold
623
﹤0.01% 2816
2015
Q4
$16K Hold
623
﹤0.01% 2900
2015
Q3
$17K Hold
623
﹤0.01% 2914
2015
Q2
$20K Hold
623
﹤0.01% 2935
2015
Q1
$15K Hold
623
﹤0.01% 3022
2014
Q4
$13K Hold
623
﹤0.01% 3026
2014
Q3
$10K Sell
623
-2,523
-80% -$40.5K ﹤0.01% 3046
2014
Q2
$54K Buy
3,146
+1,966
+167% +$33.7K ﹤0.01% 2437
2014
Q1
$18K Buy
1,180
+424
+56% +$6.47K ﹤0.01% 2869
2013
Q4
$12K Buy
+756
New +$12K ﹤0.01% 2925
2013
Q3
Sell
-368
Closed -$6K 3279
2013
Q2
$6K Buy
+368
New +$6K ﹤0.01% 2952