Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Buy
2,374
+114
+5% +$5.47K ﹤0.01% 2360
2025
Q1
$113K Buy
2,260
+268
+13% +$13.3K ﹤0.01% 2334
2024
Q4
$115K Buy
1,992
+1,004
+102% +$58.2K ﹤0.01% 2320
2024
Q3
$64.3K Hold
988
﹤0.01% 2609
2024
Q2
$63.4K Sell
988
-681
-41% -$43.7K ﹤0.01% 2540
2024
Q1
$106K Buy
1,669
+130
+8% +$8.28K ﹤0.01% 2330
2023
Q4
$85.3K Sell
1,539
-112
-7% -$6.21K ﹤0.01% 2409
2023
Q3
$97.3K Buy
1,651
+10
+0.6% +$589 ﹤0.01% 2165
2023
Q2
$107K Sell
1,641
-265
-14% -$17.2K ﹤0.01% 2136
2023
Q1
$105K Buy
1,906
+221
+13% +$12.2K ﹤0.01% 2162
2022
Q4
$89K Buy
1,685
+629
+60% +$33.2K ﹤0.01% 2248
2022
Q3
$45K Buy
1,056
+52
+5% +$2.22K ﹤0.01% 2599
2022
Q2
$49K Buy
1,004
+28
+3% +$1.37K ﹤0.01% 2584
2022
Q1
$53K Sell
976
-19
-2% -$1.03K ﹤0.01% 2586
2021
Q4
$47K Sell
995
-52
-5% -$2.46K ﹤0.01% 2683
2021
Q3
$41K Hold
1,047
﹤0.01% 2725
2021
Q2
$40K Hold
1,047
﹤0.01% 2767
2021
Q1
$40K Hold
1,047
﹤0.01% 2683
2020
Q4
$32K Sell
1,047
-129
-11% -$3.94K ﹤0.01% 2688
2020
Q3
$26K Buy
1,176
+31
+3% +$685 ﹤0.01% 2656
2020
Q2
$26K Sell
1,145
-338
-23% -$7.68K ﹤0.01% 2647
2020
Q1
$31K Sell
1,483
-51
-3% -$1.07K ﹤0.01% 2506
2019
Q4
$47K Hold
1,534
﹤0.01% 2493
2019
Q3
$38K Hold
1,534
﹤0.01% 2593
2019
Q2
$38K Hold
1,534
﹤0.01% 2657
2019
Q1
$29K Hold
1,534
﹤0.01% 2721
2018
Q4
$23K Buy
1,534
+340
+28% +$5.1K ﹤0.01% 2759
2018
Q3
$25K Hold
1,194
﹤0.01% 2845
2018
Q2
$21K Hold
1,194
﹤0.01% 2919
2018
Q1
$19K Sell
1,194
-1,528
-56% -$24.3K ﹤0.01% 2959
2017
Q4
$54K Hold
2,722
﹤0.01% 2569
2017
Q3
$48K Buy
2,722
+142
+6% +$2.5K ﹤0.01% 2589
2017
Q2
$40K Sell
2,580
-856
-25% -$13.3K ﹤0.01% 2647
2017
Q1
$52K Hold
3,436
﹤0.01% 2470
2016
Q4
$57K Buy
3,436
+808
+31% +$13.4K ﹤0.01% 2376
2016
Q3
$40K Sell
2,628
-91
-3% -$1.39K ﹤0.01% 2558
2016
Q2
$36K Sell
2,719
-40
-1% -$530 ﹤0.01% 2564
2016
Q1
$43K Sell
2,759
-133
-5% -$2.07K ﹤0.01% 2449
2015
Q4
$49K Sell
2,892
-199
-6% -$3.37K ﹤0.01% 2462
2015
Q3
$51K Hold
3,091
﹤0.01% 2444
2015
Q2
$60K Buy
3,091
+400
+15% +$7.76K ﹤0.01% 2441
2015
Q1
$39K Sell
2,691
-1,321
-33% -$19.1K ﹤0.01% 2667
2014
Q4
$68K Buy
4,012
+803
+25% +$13.6K ﹤0.01% 2362
2014
Q3
$61K Buy
3,209
+965
+43% +$18.3K ﹤0.01% 2379
2014
Q2
$53K Sell
2,244
-1,821
-45% -$43K ﹤0.01% 2447
2014
Q1
$108K Buy
4,065
+65
+2% +$1.73K ﹤0.01% 2066
2013
Q4
$128K Sell
4,000
-30,345
-88% -$971K ﹤0.01% 1972
2013
Q3
$1.12M Buy
34,345
+30,206
+730% +$985K ﹤0.01% 855
2013
Q2
$135K Buy
+4,139
New +$135K ﹤0.01% 1855