Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.7K Sell
4,858
-80
-2% -$1.61K ﹤0.01% 2430
2025
Q1
$77.3K Sell
4,938
-33,224
-87% -$520K ﹤0.01% 2517
2024
Q4
$449K Buy
38,162
+16,832
+79% +$198K ﹤0.01% 1551
2024
Q3
$367K Sell
21,330
-1,429
-6% -$24.6K ﹤0.01% 1684
2024
Q2
$326K Sell
22,759
-184
-0.8% -$2.64K ﹤0.01% 1747
2024
Q1
$407K Buy
22,943
+20,434
+814% +$363K ﹤0.01% 1617
2023
Q4
$46.3K Sell
2,509
-115
-4% -$2.12K ﹤0.01% 2706
2023
Q3
$39.1K Sell
2,624
-1,266
-33% -$18.9K ﹤0.01% 2562
2023
Q2
$59.5K Buy
3,890
+451
+13% +$6.9K ﹤0.01% 2402
2023
Q1
$42.5K Buy
3,439
+362
+12% +$4.47K ﹤0.01% 2596
2022
Q4
$35.8K Buy
3,077
+418
+16% +$4.87K ﹤0.01% 2694
2022
Q3
$30K Buy
2,659
+1,046
+65% +$11.8K ﹤0.01% 2813
2022
Q2
$20K Sell
1,613
-102
-6% -$1.27K ﹤0.01% 3040
2022
Q1
$25K Buy
1,715
+284
+20% +$4.14K ﹤0.01% 2949
2021
Q4
$17K Buy
1,431
+108
+8% +$1.28K ﹤0.01% 3198
2021
Q3
$14K Buy
1,323
+211
+19% +$2.23K ﹤0.01% 3288
2021
Q2
$13K Sell
1,112
-504
-31% -$5.89K ﹤0.01% 3313
2021
Q1
$19K Sell
1,616
-709
-30% -$8.34K ﹤0.01% 3044
2020
Q4
$32K Sell
2,325
-3,093
-57% -$42.6K ﹤0.01% 2693
2020
Q3
$62K Buy
5,418
+593
+12% +$6.79K ﹤0.01% 2287
2020
Q2
$62K Sell
4,825
-839
-15% -$10.8K ﹤0.01% 2300
2020
Q1
$69K Buy
5,664
+2,244
+66% +$27.3K ﹤0.01% 2152
2019
Q4
$66K Buy
3,420
+398
+13% +$7.68K ﹤0.01% 2347
2019
Q3
$43K Buy
3,022
+481
+19% +$6.84K ﹤0.01% 2542
2019
Q2
$38K Buy
2,541
+1,035
+69% +$15.5K ﹤0.01% 2660
2019
Q1
$23K Buy
1,506
+424
+39% +$6.48K ﹤0.01% 2814
2018
Q4
$17K Hold
1,082
﹤0.01% 2875
2018
Q3
$16K Buy
1,082
+149
+16% +$2.2K ﹤0.01% 2992
2018
Q2
$15K Buy
933
+368
+65% +$5.92K ﹤0.01% 3026
2018
Q1
$12K Hold
565
﹤0.01% 3108
2017
Q4
$11K Hold
565
﹤0.01% 3109
2017
Q3
$10K Hold
565
﹤0.01% 3089
2017
Q2
$8K Sell
565
-364
-39% -$5.15K ﹤0.01% 3116
2017
Q1
$15K Sell
929
-279
-23% -$4.51K ﹤0.01% 2925
2016
Q4
$15K Hold
1,208
﹤0.01% 2929
2016
Q3
$15K Hold
1,208
﹤0.01% 2911
2016
Q2
$13K Sell
1,208
-75
-6% -$807 ﹤0.01% 2946
2016
Q1
$14K Buy
1,283
+467
+57% +$5.1K ﹤0.01% 2902
2015
Q4
$6K Sell
816
-572
-41% -$4.21K ﹤0.01% 3193
2015
Q3
$13K Buy
1,388
+981
+241% +$9.19K ﹤0.01% 3017
2015
Q2
$7K Sell
407
-551
-58% -$9.48K ﹤0.01% 3226
2015
Q1
$16K Buy
958
+445
+87% +$7.43K ﹤0.01% 3009
2014
Q4
$11K Buy
513
+59
+13% +$1.27K ﹤0.01% 3092
2014
Q3
$12K Sell
454
-190
-30% -$5.02K ﹤0.01% 3010
2014
Q2
$19K Sell
644
-99
-13% -$2.92K ﹤0.01% 2880
2014
Q1
$19K Buy
743
+240
+48% +$6.14K ﹤0.01% 2860
2013
Q4
$13K Sell
503
-130
-21% -$3.36K ﹤0.01% 2913
2013
Q3
$15K Hold
633
﹤0.01% 2770
2013
Q2
$12K Buy
+633
New +$12K ﹤0.01% 2821