Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$942K Buy
4,228
+464
+12% +$103K 0.01% 390
2025
Q1
$774K Sell
3,764
-76
-2% -$15.6K 0.01% 418
2024
Q4
$702K Buy
3,840
+508
+15% +$92.8K 0.01% 436
2024
Q3
$686K Hold
3,332
0.01% 446
2024
Q2
$583K Hold
3,332
0.01% 455
2024
Q1
$572K Sell
3,332
-220
-6% -$37.8K 0.01% 464
2023
Q4
$535K Buy
3,552
+1,456
+69% +$219K 0.01% 463
2023
Q3
$252K Buy
2,096
+16
+0.8% +$1.92K ﹤0.01% 585
2023
Q2
$258K Hold
2,080
﹤0.01% 582
2023
Q1
$241K Sell
2,080
-272
-12% -$31.5K ﹤0.01% 616
2022
Q4
$266K Buy
2,352
+272
+13% +$30.7K 0.01% 590
2022
Q3
$202K Sell
2,080
-40
-2% -$3.89K ﹤0.01% 634
2022
Q2
$198K Buy
2,120
+40
+2% +$3.74K ﹤0.01% 639
2022
Q1
$221K Sell
2,080
-132
-6% -$14K ﹤0.01% 648
2021
Q4
$245K Hold
2,212
﹤0.01% 633
2021
Q3
$210K Sell
2,212
-500
-18% -$47.5K ﹤0.01% 629
2021
Q2
$259K Sell
2,712
-344
-11% -$32.9K ﹤0.01% 600
2021
Q1
$261K Sell
3,056
-1,024
-25% -$87.5K 0.01% 589
2020
Q4
$360K Buy
4,080
+1,824
+81% +$161K 0.01% 486
2020
Q3
$188K Sell
2,256
-1,968
-47% -$164K ﹤0.01% 581
2020
Q2
$281K Buy
4,224
+2,252
+114% +$150K 0.01% 487
2020
Q1
$85K Sell
1,972
-280
-12% -$12.1K ﹤0.01% 690
2019
Q4
$152K Buy
2,252
+420
+23% +$28.3K ﹤0.01% 610
2019
Q3
$122K Buy
1,832
+1,020
+126% +$67.9K ﹤0.01% 644
2019
Q2
$48K Hold
812
﹤0.01% 807
2019
Q1
$41K Sell
812
-940
-54% -$47.5K ﹤0.01% 822
2018
Q4
$74K Hold
1,752
﹤0.01% 693
2018
Q3
$87K Hold
1,752
﹤0.01% 665
2018
Q2
$81K Hold
1,752
﹤0.01% 659
2018
Q1
$75K Hold
1,752
﹤0.01% 690
2017
Q4
$68K Buy
1,752
+200
+13% +$7.76K ﹤0.01% 688
2017
Q3
$56K Buy
1,552
+740
+91% +$26.7K ﹤0.01% 714
2017
Q2
$26K Sell
812
-260
-24% -$8.33K ﹤0.01% 835
2017
Q1
$34K Hold
1,072
﹤0.01% 789
2016
Q4
$31K Hold
1,072
﹤0.01% 793
2016
Q3
$30K Sell
1,072
-1,292
-55% -$36.2K ﹤0.01% 800
2016
Q2
$58K Hold
2,364
﹤0.01% 688
2016
Q1
$53K Hold
2,364
﹤0.01% 706
2015
Q4
$54K Hold
2,364
﹤0.01% 712
2015
Q3
$51K Sell
2,364
-672
-22% -$14.5K ﹤0.01% 700
2015
Q2
$64K Hold
3,036
﹤0.01% 707
2015
Q1
$62K Hold
3,036
﹤0.01% 682
2014
Q4
$60K Hold
3,036
﹤0.01% 627
2014
Q3
$54K Hold
3,036
﹤0.01% 642
2014
Q2
$48K Hold
3,036
﹤0.01% 655
2014
Q1
$45K Sell
3,036
-720
-19% -$10.7K ﹤0.01% 671
2013
Q4
$56K Hold
3,756
﹤0.01% 647
2013
Q3
$48K Sell
3,756
-432
-10% -$5.52K ﹤0.01% 678
2013
Q2
$48K Buy
+4,188
New +$48K ﹤0.01% 666