Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.3K Sell
1,225
-237
-16% -$15K ﹤0.01% 2564
2025
Q1
$83K Buy
1,462
+123
+9% +$6.98K ﹤0.01% 2473
2024
Q4
$90K Buy
1,339
+78
+6% +$5.25K ﹤0.01% 2445
2024
Q3
$84.4K Sell
1,261
-13
-1% -$870 ﹤0.01% 2477
2024
Q2
$88.1K Buy
1,274
+206
+19% +$14.2K ﹤0.01% 2400
2024
Q1
$65.4K Sell
1,068
-550
-34% -$33.7K ﹤0.01% 2555
2023
Q4
$101K Buy
1,618
+187
+13% +$11.7K ﹤0.01% 2354
2023
Q3
$70K Buy
1,431
+438
+44% +$21.4K ﹤0.01% 2292
2023
Q2
$52.3K Sell
993
-188
-16% -$9.9K ﹤0.01% 2454
2023
Q1
$56.1K Hold
1,181
﹤0.01% 2452
2022
Q4
$49.5K Sell
1,181
-79
-6% -$3.31K ﹤0.01% 2530
2022
Q3
$40K Sell
1,260
-9
-0.7% -$286 ﹤0.01% 2667
2022
Q2
$45K Sell
1,269
-1,147
-47% -$40.7K ﹤0.01% 2637
2022
Q1
$98K Buy
2,416
+1,004
+71% +$40.7K ﹤0.01% 2281
2021
Q4
$61K Buy
1,412
+31
+2% +$1.34K ﹤0.01% 2539
2021
Q3
$58K Sell
1,381
-874
-39% -$36.7K ﹤0.01% 2571
2021
Q2
$112K Sell
2,255
-22
-1% -$1.09K ﹤0.01% 2250
2021
Q1
$95K Sell
2,277
-245
-10% -$10.2K ﹤0.01% 2300
2020
Q4
$91K Sell
2,522
-530
-17% -$19.1K ﹤0.01% 2255
2020
Q3
$93K Sell
3,052
-145
-5% -$4.42K ﹤0.01% 2111
2020
Q2
$101K Sell
3,197
-470
-13% -$14.8K ﹤0.01% 2082
2020
Q1
$87K Sell
3,667
-900
-20% -$21.4K ﹤0.01% 2054
2019
Q4
$197K Sell
4,567
-100
-2% -$4.31K ﹤0.01% 1830
2019
Q3
$174K Sell
4,667
-610
-12% -$22.7K ﹤0.01% 1874
2019
Q2
$166K Hold
5,277
﹤0.01% 1922
2019
Q1
$177K Buy
5,277
+695
+15% +$23.3K ﹤0.01% 1874
2018
Q4
$105K Buy
4,582
+1,782
+64% +$40.8K ﹤0.01% 2088
2018
Q3
$78K Sell
2,800
-1,269
-31% -$35.4K ﹤0.01% 2347
2018
Q2
$122K Buy
4,069
+2,559
+169% +$76.7K ﹤0.01% 2122
2018
Q1
$59K Sell
1,510
-2,590
-63% -$101K ﹤0.01% 2509
2017
Q4
$155K Buy
4,100
+115
+3% +$4.35K ﹤0.01% 2026
2017
Q3
$100K Buy
3,985
+90
+2% +$2.26K ﹤0.01% 2237
2017
Q2
$115K Hold
3,895
﹤0.01% 2124
2017
Q1
$107K Buy
3,895
+1,897
+95% +$52.1K ﹤0.01% 2117
2016
Q4
$50K Sell
1,998
-12
-0.6% -$300 ﹤0.01% 2444
2016
Q3
$46K Sell
2,010
-3,201
-61% -$73.3K ﹤0.01% 2487
2016
Q2
$155K Buy
5,211
+1,635
+46% +$48.6K ﹤0.01% 1800
2016
Q1
$109K Buy
3,576
+1,893
+112% +$57.7K ﹤0.01% 1963
2015
Q4
$51K Sell
1,683
-366
-18% -$11.1K ﹤0.01% 2442
2015
Q3
$92K Sell
2,049
-468
-19% -$21K ﹤0.01% 2129
2015
Q2
$92K Buy
2,517
+2,073
+467% +$75.8K ﹤0.01% 2205
2015
Q1
$11K Buy
+444
New +$11K ﹤0.01% 3110
2014
Q3
Sell
-915
Closed -$14K 3562
2014
Q2
$14K Hold
915
﹤0.01% 2978
2014
Q1
$11K Sell
915
-2,052
-69% -$24.7K ﹤0.01% 3024
2013
Q4
$33K Hold
2,967
﹤0.01% 2588
2013
Q3
$31K Hold
2,967
﹤0.01% 2516
2013
Q2
$24K Buy
+2,967
New +$24K ﹤0.01% 2586