Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.5K Buy
469
+173
+58% +$21.2K ﹤0.01% 981
2025
Q1
$27K Buy
296
+15
+5% +$1.37K ﹤0.01% 1116
2024
Q4
$32.4K Buy
281
+2
+0.7% +$230 ﹤0.01% 1097
2024
Q3
$33.1K Hold
279
﹤0.01% 1069
2024
Q2
$38.5K Hold
279
﹤0.01% 987
2024
Q1
$31.8K Hold
279
﹤0.01% 1054
2023
Q4
$21.3K Sell
279
-1
-0.4% -$76 ﹤0.01% 1117
2023
Q3
$19.3K Hold
280
﹤0.01% 1118
2023
Q2
$15.2K Hold
280
﹤0.01% 1161
2023
Q1
$11.3K Hold
280
﹤0.01% 1217
2022
Q4
$11K Hold
280
﹤0.01% 1273
2022
Q3
$10K Hold
280
﹤0.01% 1443
2022
Q2
$13K Hold
280
﹤0.01% 1484
2022
Q1
$14K Sell
280
-149
-35% -$7.45K ﹤0.01% 1603
2021
Q4
$24K Sell
429
-417
-49% -$23.3K ﹤0.01% 1509
2021
Q3
$45K Hold
846
﹤0.01% 1206
2021
Q2
$43K Hold
846
﹤0.01% 1129
2021
Q1
$38K Hold
846
﹤0.01% 1121
2020
Q4
$31K Hold
846
﹤0.01% 965
2020
Q3
$29K Hold
846
﹤0.01% 919
2020
Q2
$24K Hold
846
﹤0.01% 935
2020
Q1
$17K Hold
846
﹤0.01% 1038
2019
Q4
$22K Buy
+846
New +$22K ﹤0.01% 1025
2019
Q2
Sell
-9,808
Closed -$292K 592
2019
Q1
$292K Buy
+9,808
New +$292K 0.01% 507
2018
Q4
Sell
-29,732
Closed -$810K 741
2018
Q3
$810K Buy
29,732
+5,345
+22% +$146K 0.03% 383
2018
Q2
$579K Sell
24,387
-29,881
-55% -$709K 0.03% 448
2018
Q1
$1.12M Sell
54,268
-13,462
-20% -$277K 0.05% 317
2017
Q4
$1.55M Sell
67,730
-3,143
-4% -$71.7K 0.08% 234
2017
Q3
$1.54M Buy
70,873
+15,696
+28% +$340K 0.09% 246
2017
Q2
$947K Sell
55,177
-3
-0% -$51 0.06% 324
2017
Q1
$993K Hold
55,180
0.07% 305
2016
Q4
$852K Buy
55,180
+35,472
+180% +$548K 0.06% 323
2016
Q3
$264K Buy
+19,708
New +$264K 0.03% 434