Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.1K Sell
1,055
-73
-6% -$1.32K ﹤0.01% 3180
2025
Q1
$16.2K Sell
1,128
-254
-18% -$3.64K ﹤0.01% 3255
2024
Q4
$31.4K Buy
1,382
+87
+7% +$1.98K ﹤0.01% 2957
2024
Q3
$38.5K Sell
1,295
-896
-41% -$26.7K ﹤0.01% 2859
2024
Q2
$86K Buy
2,191
+92
+4% +$3.61K ﹤0.01% 2407
2024
Q1
$111K Buy
2,099
+828
+65% +$43.9K ﹤0.01% 2307
2023
Q4
$71.6K Sell
1,271
-45
-3% -$2.53K ﹤0.01% 2485
2023
Q3
$60.7K Sell
1,316
-1,238
-48% -$57.1K ﹤0.01% 2346
2023
Q2
$120K Buy
2,554
+29
+1% +$1.36K ﹤0.01% 2089
2023
Q1
$114K Hold
2,525
﹤0.01% 2127
2022
Q4
$115K Buy
2,525
+1
+0% +$46 ﹤0.01% 2136
2022
Q3
$89K Buy
2,524
+142
+6% +$5.01K ﹤0.01% 2246
2022
Q2
$72K Sell
2,382
-200
-8% -$6.05K ﹤0.01% 2390
2022
Q1
$118K Buy
2,582
+89
+4% +$4.07K ﹤0.01% 2216
2021
Q4
$98K Sell
2,493
-101
-4% -$3.97K ﹤0.01% 2310
2021
Q3
$104K Buy
2,594
+118
+5% +$4.73K ﹤0.01% 2273
2021
Q2
$119K Buy
2,476
+26
+1% +$1.25K ﹤0.01% 2206
2021
Q1
$106K Buy
2,450
+673
+38% +$29.1K ﹤0.01% 2235
2020
Q4
$52K Hold
1,777
﹤0.01% 2489
2020
Q3
$35K Sell
1,777
-903
-34% -$17.8K ﹤0.01% 2533
2020
Q2
$63K Buy
2,680
+1,631
+155% +$38.3K ﹤0.01% 2293
2020
Q1
$17K Buy
1,049
+284
+37% +$4.6K ﹤0.01% 2771
2019
Q4
$21K Hold
765
﹤0.01% 2834
2019
Q3
$13K Buy
765
+520
+212% +$8.84K ﹤0.01% 2987
2019
Q2
$6K Hold
245
﹤0.01% 3245
2019
Q1
$9K Sell
245
-100
-29% -$3.67K ﹤0.01% 3092
2018
Q4
$9K Buy
345
+69
+25% +$1.8K ﹤0.01% 3060
2018
Q3
$9K Hold
276
﹤0.01% 3155
2018
Q2
$7K Buy
276
+171
+163% +$4.34K ﹤0.01% 3245
2018
Q1
$2K Hold
105
﹤0.01% 3491
2017
Q4
$4K Hold
105
﹤0.01% 3366
2017
Q3
$5K Sell
105
-239
-69% -$11.4K ﹤0.01% 3264
2017
Q2
$19K Sell
344
-20
-5% -$1.11K ﹤0.01% 2902
2017
Q1
$17K Sell
364
-291
-44% -$13.6K ﹤0.01% 2890
2016
Q4
$30K Sell
655
-1,000
-60% -$45.8K ﹤0.01% 2688
2016
Q3
$59K Sell
1,655
-188
-10% -$6.7K ﹤0.01% 2361
2016
Q2
$61K Sell
1,843
-974
-35% -$32.2K ﹤0.01% 2305
2016
Q1
$200K Buy
2,817
+69
+3% +$4.9K ﹤0.01% 1686
2015
Q4
$156K Hold
2,748
﹤0.01% 1812
2015
Q3
$176K Sell
2,748
-156
-5% -$9.99K ﹤0.01% 1783
2015
Q2
$251K Buy
2,904
+1,511
+108% +$131K ﹤0.01% 1665
2015
Q1
$128K Sell
1,393
-7
-0.5% -$643 ﹤0.01% 2004
2014
Q4
$121K Sell
1,400
-3
-0.2% -$259 ﹤0.01% 2021
2014
Q3
$72K Hold
1,403
﹤0.01% 2285
2014
Q2
$80K Buy
1,403
+1,015
+262% +$57.9K ﹤0.01% 2251
2014
Q1
$16K Sell
388
-436
-53% -$18K ﹤0.01% 2919
2013
Q4
$44K Buy
+824
New +$44K ﹤0.01% 2475