Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.3K Sell
9,000
-45,349
-83% -$173K ﹤0.01% 5209
2025
Q1
$112K Buy
54,349
+14,807
+37% +$30.5K ﹤0.01% 4597
2024
Q4
$72.4K Buy
39,542
+13,402
+51% +$24.5K ﹤0.01% 4866
2024
Q3
$40.9K Sell
26,140
-33,609
-56% -$52.6K ﹤0.01% 5016
2024
Q2
$77.7K Buy
59,749
+28,599
+92% +$37.2K ﹤0.01% 4730
2024
Q1
$50.2K Buy
31,150
+25,127
+417% +$40.5K ﹤0.01% 4871
2023
Q4
$10.7K Buy
6,023
+9
+0.1% +$16 ﹤0.01% 5387
2023
Q3
$12.7K Buy
6,014
+15
+0.3% +$32 ﹤0.01% 5372
2023
Q2
$9.78K Sell
5,999
-11,980
-67% -$19.5K ﹤0.01% 5605
2023
Q1
$22.3K Sell
17,979
-147
-0.8% -$182 ﹤0.01% 5278
2022
Q4
$33.2K Sell
18,126
-4,581
-20% -$8.38K ﹤0.01% 4734
2022
Q3
$47K Buy
22,707
+867
+4% +$1.8K ﹤0.01% 4685
2022
Q2
$88K Sell
21,840
-7,772
-26% -$31.3K ﹤0.01% 4453
2022
Q1
$132K Sell
29,612
-10,106
-25% -$45K ﹤0.01% 4881
2021
Q4
$287K Buy
39,718
+13,198
+50% +$95.4K ﹤0.01% 4716
2021
Q3
$286K Sell
26,520
-4,331
-14% -$46.7K ﹤0.01% 4674
2021
Q2
$534K Sell
30,851
-10,081
-25% -$174K ﹤0.01% 4322
2021
Q1
$869K Sell
40,932
-23,990
-37% -$509K ﹤0.01% 4078
2020
Q4
$857K Buy
64,922
+11,624
+22% +$153K ﹤0.01% 4079
2020
Q3
$471K Sell
53,298
-1,370
-3% -$12.1K ﹤0.01% 4272
2020
Q2
$546K Buy
54,668
+17,986
+49% +$180K ﹤0.01% 4150
2020
Q1
$269K Buy
36,682
+11,130
+44% +$81.6K ﹤0.01% 4334
2019
Q4
$199K Buy
25,552
+14,817
+138% +$115K ﹤0.01% 4799
2019
Q3
$74K Buy
10,735
+947
+10% +$6.53K ﹤0.01% 5179
2019
Q2
$63K Hold
9,788
﹤0.01% 5203
2019
Q1
$51K Sell
9,788
-800
-8% -$4.17K ﹤0.01% 5212
2018
Q4
$39K Buy
10,588
+8,471
+400% +$31.2K ﹤0.01% 5289
2018
Q3
$6K Sell
2,117
-460
-18% -$1.3K ﹤0.01% 5670
2018
Q2
$7K Buy
2,577
+2,117
+460% +$5.75K ﹤0.01% 5664
2018
Q1
$1K Hold
460
﹤0.01% 5812
2017
Q4
$2K Sell
460
-5,800
-93% -$25.2K ﹤0.01% 5745
2017
Q3
$27K Buy
6,260
+4,684
+297% +$20.2K ﹤0.01% 5329
2017
Q2
$6K Sell
1,576
-3,500
-69% -$13.3K ﹤0.01% 5518
2017
Q1
$24K Sell
5,076
-7,784
-61% -$36.8K ﹤0.01% 5319
2016
Q4
$42K Buy
12,860
+11,800
+1,113% +$38.5K ﹤0.01% 5145
2016
Q3
$6K Hold
1,060
﹤0.01% 5537
2016
Q2
$6K Sell
1,060
-1,145
-52% -$6.48K ﹤0.01% 5482
2016
Q1
$11K Hold
2,205
﹤0.01% 5430
2015
Q4
$11K Hold
2,205
﹤0.01% 5446
2015
Q3
$7K Hold
2,205
﹤0.01% 5510
2015
Q2
$7K Sell
2,205
-300
-12% -$952 ﹤0.01% 5654
2015
Q1
$24K Hold
2,505
﹤0.01% 5113
2014
Q4
$23K Hold
2,505
﹤0.01% 5094
2014
Q3
$25K Hold
2,505
﹤0.01% 5051
2014
Q2
$16K Sell
2,505
-5,518
-69% -$35.2K ﹤0.01% 5306
2014
Q1
$73K Buy
8,023
+5,613
+233% +$51.1K ﹤0.01% 4691
2013
Q4
$28K Buy
+2,410
New +$28K ﹤0.01% 4800