Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
3,230
+462
+17% +$48.4K ﹤0.01% 1719
2025
Q1
$276K Sell
2,768
-201
-7% -$20.1K ﹤0.01% 1833
2024
Q4
$325K Sell
2,969
-130
-4% -$14.2K ﹤0.01% 1743
2024
Q3
$356K Buy
3,099
+240
+8% +$27.6K ﹤0.01% 1709
2024
Q2
$285K Sell
2,859
-1
-0% -$100 ﹤0.01% 1810
2024
Q1
$316K Sell
2,860
-31
-1% -$3.43K ﹤0.01% 1776
2023
Q4
$310K Buy
2,891
+327
+13% +$35.1K ﹤0.01% 1784
2023
Q3
$253K Sell
2,564
-1,012
-28% -$99.7K ﹤0.01% 1726
2023
Q2
$377K Sell
3,576
-125
-3% -$13.2K ﹤0.01% 1532
2023
Q1
$356K Buy
3,701
+279
+8% +$26.9K ﹤0.01% 1588
2022
Q4
$295K Sell
3,422
-233
-6% -$20.1K ﹤0.01% 1655
2022
Q3
$275K Buy
3,655
+17
+0.5% +$1.28K ﹤0.01% 1685
2022
Q2
$290K Buy
3,638
+552
+18% +$44K ﹤0.01% 1704
2022
Q1
$247K Sell
3,086
-116
-4% -$9.29K ﹤0.01% 1849
2021
Q4
$283K Buy
3,202
+98
+3% +$8.66K ﹤0.01% 1812
2021
Q3
$263K Sell
3,104
-382
-11% -$32.4K ﹤0.01% 1842
2021
Q2
$316K Sell
3,486
-263
-7% -$23.8K ﹤0.01% 1775
2021
Q1
$312K Buy
3,749
+261
+7% +$21.7K ﹤0.01% 1727
2020
Q4
$277K Sell
3,488
-205
-6% -$16.3K ﹤0.01% 1727
2020
Q3
$250K Buy
3,693
+107
+3% +$7.24K ﹤0.01% 1667
2020
Q2
$225K Sell
3,586
-1,295
-27% -$81.3K ﹤0.01% 1688
2020
Q1
$266K Sell
4,881
-1,407
-22% -$76.7K ﹤0.01% 1507
2019
Q4
$526K Buy
6,288
+304
+5% +$25.4K ﹤0.01% 1345
2019
Q3
$473K Buy
5,984
+979
+20% +$77.4K ﹤0.01% 1396
2019
Q2
$384K Buy
5,005
+850
+20% +$65.2K ﹤0.01% 1530
2019
Q1
$285K Buy
4,155
+274
+7% +$18.8K ﹤0.01% 1639
2018
Q4
$238K Buy
3,881
+1,188
+44% +$72.9K ﹤0.01% 1668
2018
Q3
$173K Buy
2,693
+124
+5% +$7.97K ﹤0.01% 1943
2018
Q2
$163K Sell
2,569
-20
-0.8% -$1.27K ﹤0.01% 1971
2018
Q1
$149K Buy
2,589
+191
+8% +$11K ﹤0.01% 2042
2017
Q4
$131K Buy
2,398
+282
+13% +$15.4K ﹤0.01% 2119
2017
Q3
$109K Buy
2,116
+26
+1% +$1.34K ﹤0.01% 2177
2017
Q2
$107K Sell
2,090
-125
-6% -$6.4K ﹤0.01% 2153
2017
Q1
$106K Buy
2,215
+52
+2% +$2.49K ﹤0.01% 2120
2016
Q4
$104K Buy
2,163
+40
+2% +$1.92K ﹤0.01% 2099
2016
Q3
$101K Sell
2,123
-396
-16% -$18.8K ﹤0.01% 2075
2016
Q2
$107K Buy
2,519
+799
+46% +$33.9K ﹤0.01% 2005
2016
Q1
$82K Sell
1,720
-22
-1% -$1.05K ﹤0.01% 2124
2015
Q4
$69K Buy
1,742
+184
+12% +$7.29K ﹤0.01% 2279
2015
Q3
$56K Buy
1,558
+788
+102% +$28.3K ﹤0.01% 2399
2015
Q2
$30K Buy
770
+102
+15% +$3.97K ﹤0.01% 2775
2015
Q1
$29K Buy
668
+88
+15% +$3.82K ﹤0.01% 2788
2014
Q4
$22K Buy
580
+254
+78% +$9.63K ﹤0.01% 2855
2014
Q3
$11K Sell
326
-52
-14% -$1.76K ﹤0.01% 3027
2014
Q2
$13K Hold
378
﹤0.01% 2993
2014
Q1
$12K Buy
378
+64
+20% +$2.03K ﹤0.01% 2994
2013
Q4
$11K Buy
314
+27
+9% +$946 ﹤0.01% 2967
2013
Q3
$10K Hold
287
﹤0.01% 2872
2013
Q2
$8K Buy
+287
New +$8K ﹤0.01% 2902