Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.1K Buy
356
+32
+10% +$3.6K ﹤0.01% 2876
2025
Q1
$36.4K Buy
324
+90
+38% +$10.1K ﹤0.01% 2888
2024
Q4
$26.2K Buy
234
+64
+38% +$7.15K ﹤0.01% 3042
2024
Q3
$23.7K Hold
170
﹤0.01% 3057
2024
Q2
$20K Buy
170
+8
+5% +$940 ﹤0.01% 3063
2024
Q1
$21.1K Hold
162
﹤0.01% 3057
2023
Q4
$20.1K Sell
162
-940
-85% -$117K ﹤0.01% 3047
2023
Q3
$116K Buy
1,102
+940
+580% +$99.2K ﹤0.01% 2078
2023
Q2
$18.2K Sell
162
-19
-10% -$2.14K ﹤0.01% 2995
2023
Q1
$19.5K Buy
181
+6
+3% +$645 ﹤0.01% 2999
2022
Q4
$19.4K Sell
175
-133
-43% -$14.8K ﹤0.01% 3001
2022
Q3
$27K Sell
308
-25
-8% -$2.19K ﹤0.01% 2875
2022
Q2
$31K Buy
333
+1
+0.3% +$93 ﹤0.01% 2822
2022
Q1
$31K Sell
332
-70
-17% -$6.54K ﹤0.01% 2831
2021
Q4
$34K Sell
402
-8
-2% -$677 ﹤0.01% 2834
2021
Q3
$35K Sell
410
-33
-7% -$2.82K ﹤0.01% 2827
2021
Q2
$39K Buy
443
+81
+22% +$7.13K ﹤0.01% 2779
2021
Q1
$30K Sell
362
-35
-9% -$2.9K ﹤0.01% 2829
2020
Q4
$37K Buy
397
+47
+13% +$4.38K ﹤0.01% 2628
2020
Q3
$27K Sell
350
-286
-45% -$22.1K ﹤0.01% 2647
2020
Q2
$49K Buy
636
+70
+12% +$5.39K ﹤0.01% 2393
2020
Q1
$41K Buy
566
+178
+46% +$12.9K ﹤0.01% 2386
2019
Q4
$34K Hold
388
﹤0.01% 2633
2019
Q3
$34K Buy
388
+4
+1% +$351 ﹤0.01% 2629
2019
Q2
$34K Sell
384
-13
-3% -$1.15K ﹤0.01% 2697
2019
Q1
$31K Buy
397
+207
+109% +$16.2K ﹤0.01% 2695
2018
Q4
$12K Sell
190
-52
-21% -$3.28K ﹤0.01% 2979
2018
Q3
$19K Sell
242
-12
-5% -$942 ﹤0.01% 2943
2018
Q2
$20K Sell
254
-66
-21% -$5.2K ﹤0.01% 2937
2018
Q1
$25K Buy
320
+157
+96% +$12.3K ﹤0.01% 2877
2017
Q4
$12K Hold
163
﹤0.01% 3080
2017
Q3
$10K Buy
163
+82
+101% +$5.03K ﹤0.01% 3082
2017
Q2
$6K Sell
81
-214
-73% -$15.9K ﹤0.01% 3177
2017
Q1
$22K Hold
295
﹤0.01% 2806
2016
Q4
$25K Buy
295
+214
+264% +$18.1K ﹤0.01% 2750
2016
Q3
$6K Hold
81
﹤0.01% 3129
2016
Q2
$5K Sell
81
-41
-34% -$2.53K ﹤0.01% 3191
2016
Q1
$7K Hold
122
﹤0.01% 3086
2015
Q4
$6K Sell
122
-1,777
-94% -$87.4K ﹤0.01% 3189
2015
Q3
$76K Buy
1,899
+543
+40% +$21.7K ﹤0.01% 2242
2015
Q2
$71K Sell
1,356
-566
-29% -$29.6K ﹤0.01% 2339
2015
Q1
$98K Buy
1,922
+31
+2% +$1.58K ﹤0.01% 2172
2014
Q4
$94K Hold
1,891
﹤0.01% 2174
2014
Q3
$83K Buy
1,891
+1,770
+1,463% +$77.7K ﹤0.01% 2218
2014
Q2
$5K Hold
121
﹤0.01% 3219
2014
Q1
$5K Buy
121
+20
+20% +$826 ﹤0.01% 3195
2013
Q4
$3K Buy
+101
New +$3K ﹤0.01% 3237