Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.1K Buy
181
+24
+15% +$1.73K ﹤0.01% 3328
2025
Q1
$9.58K Buy
157
+5
+3% +$305 ﹤0.01% 3439
2024
Q4
$11.2K Buy
152
+25
+20% +$1.85K ﹤0.01% 3363
2024
Q3
$12.5K Buy
127
+56
+79% +$5.51K ﹤0.01% 3273
2024
Q2
$5.23K Sell
71
-38
-35% -$2.8K ﹤0.01% 3484
2024
Q1
$8.56K Buy
109
+38
+54% +$2.99K ﹤0.01% 3370
2023
Q4
$5.67K Sell
71
-137
-66% -$10.9K ﹤0.01% 3481
2023
Q3
$13.2K Buy
208
+5
+2% +$318 ﹤0.01% 3053
2023
Q2
$11.4K Sell
203
-3,959
-95% -$223K ﹤0.01% 3186
2023
Q1
$204K Buy
4,162
+147
+4% +$7.21K ﹤0.01% 1850
2022
Q4
$178K Sell
4,015
-49
-1% -$2.17K ﹤0.01% 1923
2022
Q3
$169K Sell
4,064
-896
-18% -$37.3K ﹤0.01% 1933
2022
Q2
$263K Buy
4,960
+1,765
+55% +$93.6K ﹤0.01% 1753
2022
Q1
$179K Sell
3,195
-51
-2% -$2.86K ﹤0.01% 1996
2021
Q4
$175K Hold
3,246
﹤0.01% 2029
2021
Q3
$167K Buy
3,246
+58
+2% +$2.98K ﹤0.01% 2033
2021
Q2
$138K Buy
3,188
+60
+2% +$2.6K ﹤0.01% 2130
2021
Q1
$156K Hold
3,128
﹤0.01% 2030
2020
Q4
$138K Sell
3,128
-1,926
-38% -$85K ﹤0.01% 2043
2020
Q3
$184K Sell
5,054
-86
-2% -$3.13K ﹤0.01% 1801
2020
Q2
$182K Sell
5,140
-396
-7% -$14K ﹤0.01% 1796
2020
Q1
$173K Buy
5,536
+1,308
+31% +$40.9K ﹤0.01% 1713
2019
Q4
$179K Hold
4,228
﹤0.01% 1886
2019
Q3
$161K Buy
4,228
+2,720
+180% +$104K ﹤0.01% 1916
2019
Q2
$52K Buy
1,508
+376
+33% +$13K ﹤0.01% 2509
2019
Q1
$50K Buy
1,132
+1,044
+1,186% +$46.1K ﹤0.01% 2492
2018
Q4
$3K Sell
88
-88
-50% -$3K ﹤0.01% 3331
2018
Q3
$8K Hold
176
﹤0.01% 3199
2018
Q2
$8K Hold
176
﹤0.01% 3205
2018
Q1
$7K Buy
176
+40
+29% +$1.59K ﹤0.01% 3253
2017
Q4
$5K Hold
136
﹤0.01% 3323
2017
Q3
$6K Buy
+136
New +$6K ﹤0.01% 3222
2016
Q2
Sell
-1,120
Closed -$23K 3616
2016
Q1
$23K Sell
1,120
-600
-35% -$12.3K ﹤0.01% 2714
2015
Q4
$40K Buy
+1,720
New +$40K ﹤0.01% 2543
2015
Q3
Sell
-172
Closed -$3K 3658
2015
Q2
$3K Hold
172
﹤0.01% 3386
2015
Q1
$4K Hold
172
﹤0.01% 3338
2014
Q4
$3K Hold
172
﹤0.01% 3382
2014
Q3
$2K Hold
172
﹤0.01% 3386
2014
Q2
$3K Buy
+172
New +$3K ﹤0.01% 3330