Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.1K Sell
2,190
-43
-2% -$1.65K ﹤0.01% 663
2025
Q1
$86.5K Hold
2,233
﹤0.01% 643
2024
Q4
$75.5K Buy
2,233
+417
+23% +$14.1K ﹤0.01% 659
2024
Q3
$74.2K Buy
1,816
+6
+0.3% +$245 ﹤0.01% 663
2024
Q2
$69.7K Sell
1,810
-415
-19% -$16K ﹤0.01% 632
2024
Q1
$95.4K Buy
2,225
+20
+0.9% +$857 ﹤0.01% 567
2023
Q4
$81.7K Sell
2,205
-744
-25% -$27.6K ﹤0.01% 594
2023
Q3
$107K Sell
2,949
-113
-4% -$4.1K ﹤0.01% 539
2023
Q2
$109K Buy
3,062
+393
+15% +$14K ﹤0.01% 555
2023
Q1
$94.9K Buy
2,669
+219
+9% +$7.79K ﹤0.01% 567
2022
Q4
$86.1K Sell
2,450
-3
-0.1% -$105 ﹤0.01% 580
2022
Q3
$72K Sell
2,453
-236
-9% -$6.93K ﹤0.01% 613
2022
Q2
$146K Buy
2,689
+161
+6% +$8.74K 0.01% 500
2022
Q1
$138K Hold
2,528
0.01% 518
2021
Q4
$139K Buy
2,528
+584
+30% +$32.1K 0.01% 516
2021
Q3
$93K Buy
1,944
+678
+54% +$32.4K ﹤0.01% 570
2021
Q2
$63K Buy
1,266
+73
+6% +$3.63K ﹤0.01% 622
2021
Q1
$53K Sell
1,193
-656
-35% -$29.1K ﹤0.01% 630
2020
Q4
$85K Buy
1,849
+139
+8% +$6.39K ﹤0.01% 531
2020
Q3
$80K Buy
1,710
+174
+11% +$8.14K ﹤0.01% 530
2020
Q2
$78K Sell
1,536
-105
-6% -$5.33K ﹤0.01% 517
2020
Q1
$78K Buy
1,641
+228
+16% +$10.8K 0.01% 495
2019
Q4
$83K Buy
1,413
+333
+31% +$19.6K 0.01% 519
2019
Q3
$58K Hold
1,080
﹤0.01% 567
2019
Q2
$54K Hold
1,080
﹤0.01% 573
2019
Q1
$56K Sell
1,080
-252
-19% -$13.1K ﹤0.01% 569
2018
Q4
$64K Sell
1,332
-148
-10% -$7.11K 0.01% 532
2018
Q3
$74K Hold
1,480
0.01% 546
2018
Q2
$75K Sell
1,480
-688
-32% -$34.9K 0.01% 539
2018
Q1
$106K Sell
2,168
-80
-4% -$3.91K 0.01% 476
2017
Q4
$100K Sell
2,248
-800
-26% -$35.6K 0.01% 464
2017
Q3
$155K Buy
3,048
+107
+4% +$5.44K 0.01% 369
2017
Q2
$158K Hold
2,941
0.02% 362
2017
Q1
$155K Sell
2,941
-1,040
-26% -$54.8K 0.02% 364
2016
Q4
$192K Sell
3,981
-800
-17% -$38.6K 0.02% 342
2016
Q3
$257K Sell
4,781
-455
-9% -$24.5K 0.03% 310
2016
Q2
$284K Hold
5,236
0.03% 301
2016
Q1
$265K Hold
5,236
0.03% 304
2015
Q4
$264K Sell
5,236
-80
-2% -$4.03K 0.03% 307
2015
Q3
$256K Sell
5,316
-80
-1% -$3.85K 0.03% 313
2015
Q2
$281K Hold
5,396
0.03% 317
2015
Q1
$311K Hold
5,396
0.03% 309
2014
Q4
$288K Sell
5,396
-520
-9% -$27.8K 0.03% 314
2014
Q3
$340K Hold
5,916
0.04% 281
2014
Q2
$395K Sell
5,916
-880
-13% -$58.8K 0.04% 265
2014
Q1
$454K Hold
6,796
0.05% 248
2013
Q4
$453K Buy
6,796
+200
+3% +$13.3K 0.05% 237
2013
Q3
$414K Sell
6,596
-1,360
-17% -$85.4K 0.06% 237
2013
Q2
$496K Buy
+7,956
New +$496K 0.07% 209