Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
1,568
-142
-8% -$5.43K 0.01% 368
2025
Q1
$66K Buy
1,710
+142
+9% +$5.48K 0.01% 347
2024
Q4
$53K Buy
1,568
+200
+15% +$6.76K 0.01% 350
2024
Q3
$55K Hold
1,368
0.01% 347
2024
Q2
$52K Sell
1,368
-25
-2% -$950 0.01% 385
2024
Q1
$59K Buy
1,393
+65
+5% +$2.75K 0.01% 388
2023
Q4
$49K Hold
1,328
0.01% 404
2023
Q3
$48K Hold
1,328
0.01% 391
2023
Q2
$48K Hold
1,328
0.01% 395
2023
Q1
$49K Buy
1,328
+289
+28% +$10.7K 0.01% 384
2022
Q4
$36K Sell
1,039
-49
-5% -$1.7K 0.01% 420
2022
Q3
$34K Sell
1,088
-1
-0.1% -$31 0.01% 423
2022
Q2
$59K Hold
1,089
0.01% 337
2022
Q1
$59K Hold
1,089
0.01% 344
2021
Q4
$60K Sell
1,089
-30
-3% -$1.65K 0.01% 338
2021
Q3
$53K Hold
1,119
0.01% 344
2021
Q2
$56K Hold
1,119
0.01% 335
2021
Q1
$50K Buy
1,119
+6
+0.5% +$268 0.01% 334
2020
Q4
$51K Sell
1,113
-139
-11% -$6.37K 0.01% 317
2020
Q3
$59K Hold
1,252
0.01% 278
2020
Q2
$64K Hold
1,252
0.01% 272
2020
Q1
$59K Hold
1,252
0.02% 269
2019
Q4
$74K Buy
1,252
+86
+7% +$5.08K 0.02% 274
2019
Q3
$62K Hold
1,166
0.02% 282
2019
Q2
$58K Hold
1,166
0.02% 277
2019
Q1
$61K Hold
1,166
0.02% 273
2018
Q4
$56K Buy
1,166
+161
+16% +$7.73K 0.02% 258
2018
Q3
$50K Sell
1,005
-3,398
-77% -$169K 0.02% 259
2018
Q2
$222K Hold
4,403
0.08% 161
2018
Q1
$215K Sell
4,403
-122
-3% -$5.96K 0.08% 156
2017
Q4
$201K Sell
4,525
-2,997
-40% -$133K 0.07% 158
2017
Q3
$382K Sell
7,522
-419
-5% -$21.3K 0.13% 111
2017
Q2
$428K Sell
7,941
-1,161
-13% -$62.6K 0.15% 101
2017
Q1
$480K Sell
9,102
-2,044
-18% -$108K 0.18% 91
2016
Q4
$537K Sell
11,146
-2,482
-18% -$120K 0.25% 90
2016
Q3
$735K Buy
13,628
+462
+4% +$24.9K 0.38% 76
2016
Q2
$713K Buy
13,166
+126
+1% +$6.82K 0.37% 77
2016
Q1
$661K Buy
13,040
+178
+1% +$9.02K 0.35% 76
2015
Q4
$649K Buy
12,862
+1,832
+17% +$92.4K 0.38% 70
2015
Q3
$530K Sell
11,030
-273
-2% -$13.1K 0.32% 84
2015
Q2
$588K Buy
11,303
+1,865
+20% +$97K 0.33% 84
2015
Q1
$544K Buy
9,438
+8,996
+2,035% +$519K 0.32% 81
2014
Q4
$30K Buy
+442
New +$30K 0.02% 209