Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Sell
4,565
-276
-6% -$24.3K ﹤0.01% 1618
2025
Q1
$341K Buy
4,841
+28
+0.6% +$1.97K ﹤0.01% 1696
2024
Q4
$358K Buy
4,813
+1,723
+56% +$128K ﹤0.01% 1690
2024
Q3
$231K Buy
3,090
+420
+16% +$31.4K ﹤0.01% 1962
2024
Q2
$160K Sell
2,670
-3,232
-55% -$194K ﹤0.01% 2109
2024
Q1
$385K Sell
5,902
-71
-1% -$4.63K ﹤0.01% 1650
2023
Q4
$547K Buy
5,973
+1,950
+48% +$179K ﹤0.01% 1431
2023
Q3
$284K Sell
4,023
-218
-5% -$15.4K ﹤0.01% 1669
2023
Q2
$271K Sell
4,241
-939
-18% -$60.1K ﹤0.01% 1702
2023
Q1
$341K Sell
5,180
-1,534
-23% -$101K ﹤0.01% 1612
2022
Q4
$273K Buy
6,714
+1,088
+19% +$44.3K ﹤0.01% 1695
2022
Q3
$316K Buy
5,626
+1,665
+42% +$93.5K ﹤0.01% 1611
2022
Q2
$325K Sell
3,961
-155
-4% -$12.7K ﹤0.01% 1646
2022
Q1
$516K Sell
4,116
-3,986
-49% -$500K ﹤0.01% 1511
2021
Q4
$1.85M Buy
8,102
+249
+3% +$56.8K ﹤0.01% 945
2021
Q3
$2.46M Buy
7,853
+929
+13% +$291K ﹤0.01% 800
2021
Q2
$3.18M Buy
6,924
+493
+8% +$226K 0.01% 721
2021
Q1
$2.1M Sell
6,431
-8
-0.1% -$2.61K ﹤0.01% 840
2020
Q4
$2.14M Buy
6,439
+1,070
+20% +$355K ﹤0.01% 780
2020
Q3
$1.01M Buy
5,369
+1,564
+41% +$295K ﹤0.01% 987
2020
Q2
$443K Buy
3,805
+2,742
+258% +$319K ﹤0.01% 1358
2020
Q1
$93K Sell
1,063
-509
-32% -$44.5K ﹤0.01% 2032
2019
Q4
$210K Buy
1,572
+1,023
+186% +$137K ﹤0.01% 1792
2019
Q3
$56K Sell
549
-918
-63% -$93.6K ﹤0.01% 2413
2019
Q2
$133K Buy
1,467
+1,217
+487% +$110K ﹤0.01% 2058
2019
Q1
$16K Sell
250
-375
-60% -$24K ﹤0.01% 2936
2018
Q4
$20K Hold
625
﹤0.01% 2815
2018
Q3
$46K Buy
625
+475
+317% +$35K ﹤0.01% 2608
2018
Q2
$6K Hold
150
﹤0.01% 3285
2018
Q1
$5K Hold
150
﹤0.01% 3330
2017
Q4
$8K Buy
+150
New +$8K ﹤0.01% 3209