Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69K Buy
+2,209
New +$69K ﹤0.01% 1318
2024
Q1
Sell
-6,548
Closed -$113K 1434
2023
Q4
$113K Sell
6,548
-780
-11% -$13.5K ﹤0.01% 1225
2023
Q3
$90K Sell
7,328
-473
-6% -$5.81K ﹤0.01% 1238
2023
Q2
$116K Buy
7,801
+2,164
+38% +$32.2K ﹤0.01% 1225
2023
Q1
$62K Sell
5,637
-738
-12% -$8.12K ﹤0.01% 1296
2022
Q4
$59K Buy
+6,375
New +$59K ﹤0.01% 1302
2021
Q2
Sell
-148
Closed -$1K 1323
2021
Q1
$1K Sell
148
-1,549
-91% -$10.5K ﹤0.01% 1227
2020
Q4
$8K Buy
1,697
+16
+1% +$75 ﹤0.01% 1008
2020
Q3
$6K Buy
1,681
+400
+31% +$1.43K ﹤0.01% 1003
2020
Q2
$7K Sell
1,281
-344
-21% -$1.88K ﹤0.01% 988
2020
Q1
$7K Buy
1,625
+62
+4% +$267 ﹤0.01% 975
2019
Q4
$18K Buy
1,563
+19
+1% +$219 ﹤0.01% 927
2019
Q3
$14K Sell
1,544
-55
-3% -$499 ﹤0.01% 825
2019
Q2
$29K Buy
1,599
+242
+18% +$4.39K ﹤0.01% 806
2019
Q1
$19K Sell
1,357
-219
-14% -$3.07K ﹤0.01% 821
2018
Q4
$21K Sell
1,576
-65
-4% -$866 ﹤0.01% 784
2018
Q3
$25K Sell
1,641
-141
-8% -$2.15K ﹤0.01% 780
2018
Q2
$24K Sell
1,782
-2,887
-62% -$38.9K ﹤0.01% 832
2018
Q1
$101K Buy
4,669
+2,431
+109% +$52.6K ﹤0.01% 629
2017
Q4
$51K Sell
2,238
-54
-2% -$1.23K ﹤0.01% 675
2017
Q3
$51K Sell
2,292
-128
-5% -$2.85K ﹤0.01% 713
2017
Q2
$53K Buy
2,420
+518
+27% +$11.3K ﹤0.01% 721
2017
Q1
$46K Sell
1,902
-1,772
-48% -$42.9K ﹤0.01% 856
2016
Q4
$61K Buy
3,674
+1,771
+93% +$29.4K ﹤0.01% 770
2016
Q3
$35K Sell
1,903
-164
-8% -$3.02K ﹤0.01% 830
2016
Q2
$40K Sell
2,067
-489
-19% -$9.46K ﹤0.01% 755
2016
Q1
$46K Sell
2,556
-413
-14% -$7.43K ﹤0.01% 732
2015
Q4
$47K Buy
2,969
+264
+10% +$4.18K ﹤0.01% 684
2015
Q3
$41K Sell
2,705
-26
-1% -$394 ﹤0.01% 700
2015
Q2
$75K Buy
2,731
+7
+0.3% +$192 ﹤0.01% 670
2015
Q1
$75K Buy
2,724
+126
+5% +$3.47K ﹤0.01% 668
2014
Q4
$69K Buy
2,598
+170
+7% +$4.52K ﹤0.01% 656
2014
Q3
$90K Sell
2,428
-26
-1% -$964 ﹤0.01% 656
2014
Q2
$80K Sell
2,454
-112
-4% -$3.65K ﹤0.01% 691
2014
Q1
$80K Buy
2,566
+33
+1% +$1.03K ﹤0.01% 664
2013
Q4
$83K Buy
+2,533
New +$83K ﹤0.01% 634