Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Hold
10,500
0.01% 160
2025
Q1
$105K Hold
10,500
0.01% 155
2024
Q4
$104K Hold
10,500
0.01% 167
2024
Q3
$111K Hold
10,500
0.01% 188
2024
Q2
$132K Hold
10,500
0.01% 179
2024
Q1
$139K Hold
10,500
0.01% 175
2023
Q4
$128K Hold
10,500
0.01% 177
2023
Q3
$130K Hold
10,500
0.02% 172
2023
Q2
$159K Hold
10,500
0.02% 159
2023
Q1
$132K Buy
10,500
+500
+5% +$6.3K 0.02% 167
2022
Q4
$116K Hold
10,000
0.02% 174
2022
Q3
$112K Buy
10,000
+350
+4% +$3.92K 0.02% 172
2022
Q2
$107K Hold
9,650
0.01% 174
2022
Q1
$163K Hold
9,650
0.02% 165
2021
Q4
$200K Buy
9,650
+350
+4% +$7.25K 0.02% 162
2021
Q3
$132K Hold
9,300
0.02% 173
2021
Q2
$138K Sell
9,300
-750
-7% -$11.1K 0.02% 176
2021
Q1
$123K Hold
10,050
0.02% 180
2020
Q4
$88K Hold
10,050
0.02% 179
2020
Q3
$67K Buy
10,050
+650
+7% +$4.33K 0.01% 184
2020
Q2
$57K Hold
9,400
0.01% 197
2020
Q1
$45K Buy
9,400
+100
+1% +$479 0.01% 204
2019
Q4
$86K Hold
9,300
0.02% 188
2019
Q3
$85K Hold
9,300
0.02% 195
2019
Q2
$95K Buy
9,300
+8,950
+2,557% +$91.4K 0.02% 201
2019
Q1
$3K Sell
350
-2,300
-87% -$19.7K ﹤0.01% 326
2018
Q4
$20K Sell
2,650
-750
-22% -$5.66K 0.01% 261
2018
Q3
$32K Sell
3,400
-1,000
-23% -$9.41K 0.01% 249
2018
Q2
$49K Hold
4,400
0.01% 207
2018
Q1
$49K Hold
4,400
0.01% 207
2017
Q4
$55K Hold
4,400
0.01% 198
2017
Q3
$53K Sell
4,400
-1,874
-30% -$22.6K 0.01% 204
2017
Q2
$70K Sell
6,274
-1,600
-20% -$17.9K 0.02% 196
2017
Q1
$91K Sell
7,874
-700
-8% -$8.09K 0.02% 181
2016
Q4
$104K Sell
8,574
-3,645
-30% -$44.2K 0.03% 176
2016
Q3
$148K Sell
12,219
-500
-4% -$6.06K 0.04% 166
2016
Q2
$160K Sell
12,719
-470
-4% -$5.91K 0.04% 163
2016
Q1
$178K Sell
13,189
-810
-6% -$10.9K 0.05% 157
2015
Q4
$197K Sell
13,999
-9,851
-41% -$139K 0.05% 148
2015
Q3
$324K Sell
23,850
-59,564
-71% -$809K 0.09% 135
2015
Q2
$1.25M Buy
83,414
+5,407
+7% +$81.2K 0.34% 86
2015
Q1
$1.26M Buy
78,007
+1,738
+2% +$28.1K 0.34% 87
2014
Q4
$1.18M Buy
76,269
+2,365
+3% +$36.7K 0.32% 89
2014
Q3
$1.09M Sell
73,904
-34,065
-32% -$504K 0.3% 95
2014
Q2
$1.86M Buy
107,969
+20,765
+24% +$358K 0.5% 69
2014
Q1
$1.36M Sell
87,204
-8,850
-9% -$138K 0.39% 85
2013
Q4
$1.48M Buy
96,054
+1,225
+1% +$18.9K 0.43% 79
2013
Q3
$1.6M Buy
94,829
+3,830
+4% +$64.6K 0.49% 72
2013
Q2
$1.41M Buy
+90,999
New +$1.41M 0.45% 76