Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.4K Buy
6,663
+1,392
+26% +$18.5K ﹤0.01% 2484
2025
Q1
$78.5K Sell
5,271
-110
-2% -$1.64K ﹤0.01% 2498
2024
Q4
$103K Sell
5,381
-8
-0.1% -$153 ﹤0.01% 2383
2024
Q3
$115K Buy
5,389
+5,381
+67,263% +$115K ﹤0.01% 2323
2024
Q2
$156 Buy
+8
New +$156 ﹤0.01% 3892
2024
Q1
Sell
-149
Closed -$3.03K 4085
2023
Q4
$3.03K Sell
149
-153
-51% -$3.11K ﹤0.01% 3621
2023
Q3
$5.38K Buy
302
+60
+25% +$1.07K ﹤0.01% 3394
2023
Q2
$4.03K Buy
242
+3
+1% +$50 ﹤0.01% 3506
2023
Q1
$4.41K Buy
239
+46
+24% +$848 ﹤0.01% 3542
2022
Q4
$4.2K Buy
193
+44
+30% +$957 ﹤0.01% 3562
2022
Q3
$3K Sell
149
-61
-29% -$1.23K ﹤0.01% 3747
2022
Q2
$5K Buy
210
+12
+6% +$286 ﹤0.01% 3589
2022
Q1
$8K Sell
198
-1,028
-84% -$41.5K ﹤0.01% 3460
2021
Q4
$58K Hold
1,226
﹤0.01% 2567
2021
Q3
$49K Hold
1,226
﹤0.01% 2664
2021
Q2
$60K Buy
1,226
+338
+38% +$16.5K ﹤0.01% 2577
2021
Q1
$39K Buy
888
+712
+405% +$31.3K ﹤0.01% 2696
2020
Q4
$6K Buy
176
+27
+18% +$920 ﹤0.01% 3348
2020
Q3
$4K Hold
149
﹤0.01% 3310
2020
Q2
$4K Hold
149
﹤0.01% 3327
2020
Q1
$3K Sell
149
-22
-13% -$443 ﹤0.01% 3329
2019
Q4
$6K Sell
171
-93
-35% -$3.26K ﹤0.01% 3197
2019
Q3
$8K Sell
264
-56
-18% -$1.7K ﹤0.01% 3135
2019
Q2
$8K Hold
320
﹤0.01% 3173
2019
Q1
$8K Hold
320
﹤0.01% 3134
2018
Q4
$6K Sell
320
-30
-9% -$563 ﹤0.01% 3179
2018
Q3
$9K Sell
350
-81
-19% -$2.08K ﹤0.01% 3160
2018
Q2
$11K Sell
431
-333
-44% -$8.5K ﹤0.01% 3119
2018
Q1
$19K Sell
764
-4,405
-85% -$110K ﹤0.01% 2968
2017
Q4
$108K Buy
5,169
+86
+2% +$1.8K ﹤0.01% 2217
2017
Q3
$92K Sell
5,083
-325
-6% -$5.88K ﹤0.01% 2282
2017
Q2
$67K Sell
5,408
-225
-4% -$2.79K ﹤0.01% 2400
2017
Q1
$104K Sell
5,633
-118
-2% -$2.18K ﹤0.01% 2130
2016
Q4
$126K Buy
5,751
+81
+1% +$1.78K ﹤0.01% 2006
2016
Q3
$102K Sell
5,670
-63
-1% -$1.13K ﹤0.01% 2071
2016
Q2
$82K Buy
5,733
+248
+5% +$3.55K ﹤0.01% 2152
2016
Q1
$110K Sell
5,485
-108
-2% -$2.17K ﹤0.01% 1959
2015
Q4
$85K Sell
5,593
-2,006
-26% -$30.5K ﹤0.01% 2166
2015
Q3
$119K Sell
7,599
-12,247
-62% -$192K ﹤0.01% 1983
2015
Q2
$528K Buy
19,846
+4,132
+26% +$110K ﹤0.01% 1336
2015
Q1
$633K Sell
15,714
-861
-5% -$34.7K ﹤0.01% 1245
2014
Q4
$641K Buy
16,575
+9,304
+128% +$360K ﹤0.01% 1212
2014
Q3
$204K Buy
7,271
+6,579
+951% +$185K ﹤0.01% 1752
2014
Q2
$19K Hold
692
﹤0.01% 2883
2014
Q1
$17K Buy
+692
New +$17K ﹤0.01% 2900
2013
Q4
Sell
-7,173
Closed -$198K 3484
2013
Q3
$198K Buy
7,173
+384
+6% +$10.6K ﹤0.01% 1694
2013
Q2
$195K Buy
+6,789
New +$195K ﹤0.01% 1653