Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$965 Hold
49
﹤0.01% 1455
2025
Q1
$952 Sell
49
-218
-82% -$4.24K ﹤0.01% 1438
2024
Q4
$4.73K Hold
267
﹤0.01% 1372
2024
Q3
$5.08K Sell
267
-229
-46% -$4.36K ﹤0.01% 1371
2024
Q2
$8.06K Hold
496
﹤0.01% 1274
2024
Q1
$9.82K Hold
496
﹤0.01% 1274
2023
Q4
$9.36K Sell
496
-12
-2% -$226 ﹤0.01% 1241
2023
Q3
$11.2K Buy
508
+61
+14% +$1.34K ﹤0.01% 1240
2023
Q2
$8.73K Sell
447
-608
-58% -$11.9K ﹤0.01% 1288
2023
Q1
$19.4K Hold
1,055
﹤0.01% 1164
2022
Q4
$18.8K Hold
1,055
﹤0.01% 1163
2022
Q3
$20K Hold
1,055
﹤0.01% 1178
2022
Q2
$24K Hold
1,055
﹤0.01% 1120
2022
Q1
$23K Hold
1,055
﹤0.01% 1169
2021
Q4
$23K Hold
1,055
﹤0.01% 1153
2021
Q3
$20K Sell
1,055
-1,000
-49% -$19K ﹤0.01% 1125
2021
Q2
$41K Hold
2,055
﹤0.01% 1003
2021
Q1
$41K Hold
2,055
﹤0.01% 983
2020
Q4
$36K Sell
2,055
-716
-26% -$12.5K ﹤0.01% 919
2020
Q3
$32K Buy
2,771
+1,000
+56% +$11.5K ﹤0.01% 916
2020
Q2
$17K Sell
1,771
-731
-29% -$7.02K ﹤0.01% 991
2020
Q1
$22K Hold
2,502
﹤0.01% 964
2019
Q4
$34K Buy
2,502
+709
+40% +$9.64K ﹤0.01% 924
2019
Q3
$20K Buy
1,793
+187
+12% +$2.09K ﹤0.01% 1022
2019
Q2
$18K Sell
1,606
-45
-3% -$504 ﹤0.01% 978
2019
Q1
$21K Sell
1,651
-119
-7% -$1.51K ﹤0.01% 943
2018
Q4
$18K Sell
1,770
-11,654
-87% -$119K ﹤0.01% 980
2018
Q3
$211K Hold
13,424
0.01% 504
2018
Q2
$220K Hold
13,424
0.01% 497
2018
Q1
$177K Buy
13,424
+78
+0.6% +$1.03K 0.01% 534
2017
Q4
$205K Sell
13,346
-3,933
-23% -$60.4K 0.01% 499
2017
Q3
$267K Hold
17,279
0.01% 443
2017
Q2
$372K Hold
17,279
0.01% 385
2017
Q1
$443K Sell
17,279
-2
-0% -$51 0.02% 358
2016
Q4
$476K Sell
17,281
-3,742
-18% -$103K 0.02% 345
2016
Q3
$636K Hold
21,023
0.03% 316
2016
Q2
$658K Sell
21,023
-1,671
-7% -$52.3K 0.03% 308
2016
Q1
$763K Buy
22,694
+2,098
+10% +$70.5K 0.03% 290
2015
Q4
$559K Sell
20,596
-6,876
-25% -$187K 0.03% 340
2015
Q3
$578K Sell
27,472
-2,942
-10% -$61.9K 0.03% 316
2015
Q2
$781K Sell
30,414
-21,706
-42% -$557K 0.03% 302
2015
Q1
$1.19M Sell
52,120
-48,773
-48% -$1.11M 0.05% 239
2014
Q4
$3.12M Sell
100,893
-21,960
-18% -$680K 0.15% 155
2014
Q3
$3.76M Buy
122,853
+7,910
+7% +$242K 0.18% 140
2014
Q2
$4.48M Buy
114,943
+5,932
+5% +$231K 0.22% 122
2014
Q1
$4.37M Sell
109,011
-1,538
-1% -$61.7K 0.22% 121
2013
Q4
$5.26M Buy
110,549
+11,185
+11% +$532K 0.27% 100
2013
Q3
$4.16M Buy
99,364
+6,316
+7% +$264K 0.23% 117
2013
Q2
$4.22M Buy
+93,048
New +$4.22M 0.24% 111