Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Hold
1,651
﹤0.01% 2595
2025
Q1
$8K Hold
1,651
﹤0.01% 2472
2024
Q4
$11K Hold
1,651
﹤0.01% 2387
2024
Q3
$6K Hold
1,651
﹤0.01% 2707
2024
Q2
$9K Hold
1,651
﹤0.01% 2516
2024
Q1
$11K Sell
1,651
-2,590
-61% -$17.3K ﹤0.01% 2395
2023
Q4
$26K Sell
4,241
-491
-10% -$3.01K ﹤0.01% 2533
2023
Q3
$34K Hold
4,732
﹤0.01% 2416
2023
Q2
$41K Sell
4,732
-217
-4% -$1.88K ﹤0.01% 2405
2023
Q1
$46K Sell
4,949
-1,112
-18% -$10.3K ﹤0.01% 2337
2022
Q4
$78K Hold
6,061
﹤0.01% 2238
2022
Q3
$56K Hold
6,061
﹤0.01% 2409
2022
Q2
$75K Buy
6,061
+288
+5% +$3.56K ﹤0.01% 2296
2022
Q1
$89K Buy
+5,773
New +$89K ﹤0.01% 2239
2020
Q2
Sell
-12,500
Closed -$89K 1578
2020
Q1
$89K Sell
12,500
-490
-4% -$3.49K ﹤0.01% 1509
2019
Q4
$121K Buy
12,990
+270
+2% +$2.52K ﹤0.01% 1714
2019
Q3
$117K Sell
12,720
-128
-1% -$1.18K ﹤0.01% 1638
2019
Q2
$120K Buy
12,848
+315
+3% +$2.94K ﹤0.01% 1672
2019
Q1
$119K Buy
12,533
+463
+4% +$4.4K ﹤0.01% 1589
2018
Q4
$108K Buy
12,070
+818
+7% +$7.32K ﹤0.01% 1517
2018
Q3
$120K Sell
11,252
-879
-7% -$9.37K ﹤0.01% 1382
2018
Q2
$110K Buy
12,131
+428
+4% +$3.88K ﹤0.01% 1647
2018
Q1
$108K Sell
11,703
-275
-2% -$2.54K ﹤0.01% 1527
2017
Q4
$88K Sell
11,978
-3,623
-23% -$26.6K ﹤0.01% 1581
2017
Q3
$136K Sell
15,601
-308
-2% -$2.69K ﹤0.01% 1499
2017
Q2
$150K Sell
15,909
-634
-4% -$5.98K ﹤0.01% 1488
2017
Q1
$140K Buy
16,543
+31
+0.2% +$262 0.01% 1415
2016
Q4
$177K Buy
16,512
+2,103
+15% +$22.5K 0.01% 1406
2016
Q3
$112K Buy
14,409
+46
+0.3% +$358 0.01% 1327
2016
Q2
$117K Sell
14,363
-272
-2% -$2.22K 0.01% 1323
2016
Q1
$130K Buy
14,635
+1,368
+10% +$12.2K 0.01% 1206
2015
Q4
$86K Sell
13,267
-2,820
-18% -$18.3K 0.01% 1152
2015
Q3
$98K Sell
16,087
-22
-0.1% -$134 0.01% 1240
2015
Q2
$97K Buy
+16,109
New +$97K 0.01% 1307