Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.8K Hold
290
﹤0.01% 397
2025
Q1
$42.7K Sell
290
-230
-44% -$33.9K ﹤0.01% 367
2024
Q4
$84.5K Buy
520
+140
+37% +$22.7K 0.01% 300
2024
Q3
$61.9K Sell
380
-100
-21% -$16.3K 0.01% 331
2024
Q2
$65.5K Sell
480
-602
-56% -$82.2K 0.01% 319
2024
Q1
$166K Buy
1,082
+6
+0.6% +$919 0.02% 230
2023
Q4
$153K Hold
1,076
0.02% 236
2023
Q3
$141K Buy
1,076
+200
+23% +$26.2K 0.02% 221
2023
Q2
$139K Sell
876
-135
-13% -$21.5K 0.02% 224
2023
Q1
$160K Sell
1,011
-191
-16% -$30.2K 0.02% 224
2022
Q4
$168K Hold
1,202
0.02% 217
2022
Q3
$155K Hold
1,202
0.02% 210
2022
Q2
$169K Sell
1,202
-250
-17% -$35.2K 0.02% 205
2022
Q1
$202K Sell
1,452
-780
-35% -$109K 0.02% 198
2021
Q4
$389K Sell
2,232
-45
-2% -$7.84K 0.04% 163
2021
Q3
$377K Sell
2,277
-16,293
-88% -$2.7M 0.04% 157
2021
Q2
$3.34M Sell
18,570
-188
-1% -$33.8K 0.37% 64
2021
Q1
$3.62M Sell
18,758
-395
-2% -$76.2K 0.41% 58
2020
Q4
$3.87M Buy
19,153
+80
+0.4% +$16.2K 0.45% 52
2020
Q3
$4.01M Sell
19,073
-292
-2% -$61.4K 0.53% 46
2020
Q2
$4.25M Sell
19,365
-106
-0.5% -$23.3K 0.6% 45
2020
Q1
$3.37M Sell
19,471
-348
-2% -$60.3K 0.56% 44
2019
Q4
$3.04M Sell
19,819
-435
-2% -$66.8K 0.39% 63
2019
Q3
$3.08M Sell
20,254
-65
-0.3% -$9.87K 0.42% 60
2019
Q2
$3.11M Buy
20,319
+399
+2% +$61.1K 0.43% 60
2019
Q1
$3.2M Buy
19,920
+1,052
+6% +$169K 0.46% 57
2018
Q4
$2.91M Buy
18,868
+1,541
+9% +$238K 0.47% 58
2018
Q3
$2.61M Sell
17,327
-956
-5% -$144K 0.36% 67
2018
Q2
$2.47M Sell
18,283
-1,058
-5% -$143K 0.36% 73
2018
Q1
$2.58M Buy
19,341
+430
+2% +$57.2K 0.37% 68
2017
Q4
$2.81M Sell
18,911
-615
-3% -$91.5K 0.39% 71
2017
Q3
$2.58M Buy
19,526
+2,738
+16% +$361K 0.37% 72
2017
Q2
$2.24M Buy
16,788
+15,065
+874% +$2.01M 0.33% 77
2017
Q1
$232K Hold
1,723
0.04% 201
2016
Q4
$207K Sell
1,723
-441
-20% -$53K 0.03% 216
2016
Q3
$271K Buy
+2,164
New +$271K 0.04% 184