Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.5K Sell
1,214
-209
-15% -$6.12K ﹤0.01% 2937
2025
Q1
$40.7K Sell
1,423
-2,215
-61% -$63.3K ﹤0.01% 2837
2024
Q4
$117K Buy
3,638
+2,101
+137% +$67.7K ﹤0.01% 2313
2024
Q3
$53.6K Sell
1,537
-440
-22% -$15.3K ﹤0.01% 2696
2024
Q2
$56.5K Buy
1,977
+199
+11% +$5.69K ﹤0.01% 2600
2024
Q1
$51.6K Buy
1,778
+650
+58% +$18.9K ﹤0.01% 2670
2023
Q4
$37.2K Hold
1,128
﹤0.01% 2807
2023
Q3
$28.9K Sell
1,128
-298
-21% -$7.64K ﹤0.01% 2703
2023
Q2
$37.8K Sell
1,426
-615
-30% -$16.3K ﹤0.01% 2619
2023
Q1
$61.5K Sell
2,041
-221
-10% -$6.66K ﹤0.01% 2409
2022
Q4
$75.9K Buy
2,262
+157
+7% +$5.27K ﹤0.01% 2309
2022
Q3
$63K Buy
2,105
+290
+16% +$8.68K ﹤0.01% 2413
2022
Q2
$54K Buy
1,815
+38
+2% +$1.13K ﹤0.01% 2530
2022
Q1
$59K Sell
1,777
-1,423
-44% -$47.2K ﹤0.01% 2531
2021
Q4
$107K Sell
3,200
-475
-13% -$15.9K ﹤0.01% 2258
2021
Q3
$126K Sell
3,675
-14
-0.4% -$480 ﹤0.01% 2179
2021
Q2
$117K Sell
3,689
-100
-3% -$3.17K ﹤0.01% 2217
2021
Q1
$117K Sell
3,789
-3,160
-45% -$97.6K ﹤0.01% 2182
2020
Q4
$179K Buy
6,949
+5
+0.1% +$129 ﹤0.01% 1917
2020
Q3
$144K Sell
6,944
-226
-3% -$4.69K ﹤0.01% 1903
2020
Q2
$193K Sell
7,170
-840
-10% -$22.6K ﹤0.01% 1765
2020
Q1
$208K Buy
8,010
+3,246
+68% +$84.3K ﹤0.01% 1624
2019
Q4
$175K Sell
4,764
-72
-1% -$2.65K ﹤0.01% 1897
2019
Q3
$179K Buy
4,836
+1,968
+69% +$72.8K ﹤0.01% 1857
2019
Q2
$100K Buy
2,868
+77
+3% +$2.69K ﹤0.01% 2213
2019
Q1
$81K Buy
2,791
+59
+2% +$1.71K ﹤0.01% 2295
2018
Q4
$73K Buy
2,732
+862
+46% +$23K ﹤0.01% 2278
2018
Q3
$60K Buy
1,870
+51
+3% +$1.64K ﹤0.01% 2468
2018
Q2
$60K Sell
1,819
-118
-6% -$3.89K ﹤0.01% 2487
2018
Q1
$66K Buy
1,937
+50
+3% +$1.7K ﹤0.01% 2449
2017
Q4
$64K Sell
1,887
-7,351
-80% -$249K ﹤0.01% 2473
2017
Q3
$311K Hold
9,238
﹤0.01% 1656
2017
Q2
$306K Buy
9,238
+6,338
+219% +$210K ﹤0.01% 1622
2017
Q1
$95K Sell
2,900
-8
-0.3% -$262 ﹤0.01% 2181
2016
Q4
$100K Sell
2,908
-2,063
-42% -$70.9K ﹤0.01% 2111
2016
Q3
$132K Buy
4,971
+115
+2% +$3.05K ﹤0.01% 1951
2016
Q2
$118K Hold
4,856
﹤0.01% 1959
2016
Q1
$110K Sell
4,856
-9,068
-65% -$205K ﹤0.01% 1957
2015
Q4
$332K Sell
13,924
-98
-0.7% -$2.34K ﹤0.01% 1471
2015
Q3
$320K Buy
14,022
+18
+0.1% +$411 ﹤0.01% 1507
2015
Q2
$327K Sell
14,004
-779
-5% -$18.2K ﹤0.01% 1550
2015
Q1
$323K Buy
14,783
+211
+1% +$4.61K ﹤0.01% 1571
2014
Q4
$322K Hold
14,572
﹤0.01% 1561
2014
Q3
$296K Buy
14,572
+754
+5% +$15.3K ﹤0.01% 1574
2014
Q2
$309K Buy
13,818
+962
+7% +$21.5K ﹤0.01% 1597
2014
Q1
$300K Buy
12,856
+138
+1% +$3.22K ﹤0.01% 1564
2013
Q4
$296K Hold
12,718
﹤0.01% 1540
2013
Q3
$263K Sell
12,718
-23,375
-65% -$483K ﹤0.01% 1547
2013
Q2
$681K Buy
+36,093
New +$681K ﹤0.01% 1009