Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43K Buy
454
+227
+100% +$21.5K ﹤0.01% 1358
2025
Q1
$20K Buy
227
+46
+25% +$4.05K ﹤0.01% 1537
2024
Q4
$17K Buy
181
+108
+148% +$10.1K ﹤0.01% 1574
2024
Q3
$8K Buy
73
+63
+630% +$6.9K ﹤0.01% 1748
2024
Q2
$1K Sell
10
-48
-83% -$4.8K ﹤0.01% 2000
2024
Q1
$8K Sell
58
-1
-2% -$138 ﹤0.01% 1598
2023
Q4
$8K Hold
59
﹤0.01% 1639
2023
Q3
$7K Buy
59
+1
+2% +$119 ﹤0.01% 1665
2023
Q2
$8K Buy
58
+48
+480% +$6.62K ﹤0.01% 1698
2023
Q1
$1K Buy
+10
New +$1K ﹤0.01% 1866
2022
Q4
Hold
0
2081
2022
Q3
Sell
-5
Closed -$1K 2099
2022
Q2
$1K Sell
5
-5
-50% -$1K ﹤0.01% 1819
2022
Q1
$1K Sell
10
-64
-86% -$6.4K ﹤0.01% 1778
2021
Q4
$13K Hold
74
﹤0.01% 1360
2021
Q3
$12K Sell
74
-422
-85% -$68.4K ﹤0.01% 1336
2021
Q2
$87K Hold
496
﹤0.01% 975
2021
Q1
$90K Sell
496
-178
-26% -$32.3K ﹤0.01% 902
2020
Q4
$107K Buy
674
+228
+51% +$36.2K ﹤0.01% 854
2020
Q3
$49K Hold
446
﹤0.01% 930
2020
Q2
$49K Hold
446
﹤0.01% 1345
2020
Q1
$36K Hold
446
﹤0.01% 1267
2019
Q4
$61K Hold
446
﹤0.01% 1254
2019
Q3
$53K Sell
446
-1,749
-80% -$208K ﹤0.01% 1259
2019
Q2
$306K Buy
2,195
+94
+4% +$13.1K ﹤0.01% 981
2019
Q1
$285K Sell
2,101
-776
-27% -$105K ﹤0.01% 924
2018
Q4
$353K Sell
2,877
-351
-11% -$43.1K ﹤0.01% 836
2018
Q3
$468K Buy
3,228
+706
+28% +$102K ﹤0.01% 782
2018
Q2
$469K Hold
2,522
﹤0.01% 787
2018
Q1
$469K Buy
2,522
+16
+0.6% +$2.98K ﹤0.01% 802
2017
Q4
$442K Sell
2,506
-15
-0.6% -$2.65K ﹤0.01% 843
2017
Q3
$437K Buy
2,521
+15
+0.6% +$2.6K ﹤0.01% 878
2017
Q2
$356K Buy
2,506
+538
+27% +$76.4K ﹤0.01% 934
2017
Q1
$279K Buy
1,968
+1,917
+3,759% +$272K ﹤0.01% 1019
2016
Q4
$7K Buy
+51
New +$7K ﹤0.01% 1686
2016
Q3
Sell
-698
Closed -$71K 1849
2016
Q2
$71K Sell
698
-8,970
-93% -$912K ﹤0.01% 812
2016
Q1
$1.07M Buy
9,668
+8,900
+1,159% +$989K 0.01% 454
2015
Q4
$94K Sell
768
-8
-1% -$979 ﹤0.01% 853
2015
Q3
$84K Buy
776
+102
+15% +$11K ﹤0.01% 872
2015
Q2
$76K Buy
+674
New +$76K ﹤0.01% 893
2014
Q4
Sell
-17,578
Closed -$1.52M 1519
2014
Q3
$1.52M Sell
17,578
-44
-0.2% -$3.8K 0.01% 409
2014
Q2
$1.57M Buy
17,622
+44
+0.3% +$3.93K 0.01% 389
2014
Q1
$1.47M Hold
17,578
0.01% 380
2013
Q4
$1.42M Hold
17,578
0.01% 395
2013
Q3
$1.26M Buy
+17,578
New +$1.26M 0.01% 378