Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.7K Sell
225
-7
-3% -$395 ﹤0.01% 951
2025
Q1
$12.7K Hold
232
﹤0.01% 967
2024
Q4
$14.9K Buy
232
+7
+3% +$451 ﹤0.01% 934
2024
Q3
$13.5K Hold
225
﹤0.01% 965
2024
Q2
$14.1K Hold
225
﹤0.01% 931
2024
Q1
$16.2K Hold
225
﹤0.01% 924
2023
Q4
$16.6K Hold
225
﹤0.01% 896
2023
Q3
$13.9K Sell
225
-66
-23% -$4.09K ﹤0.01% 876
2023
Q2
$22.1K Hold
291
﹤0.01% 867
2023
Q1
$19.9K Buy
+291
New +$19.9K ﹤0.01% 929
2022
Q3
Sell
-25,498
Closed -$1.33M 915
2022
Q2
$1.33M Buy
25,498
+15
+0.1% +$784 0.03% 457
2022
Q1
$1.52M Sell
25,483
-464
-2% -$27.6K 0.03% 474
2021
Q4
$1.34M Buy
25,947
+6,667
+35% +$345K 0.02% 500
2021
Q3
$1.15M Buy
+19,280
New +$1.15M 0.02% 538
2019
Q2
Sell
-5,471
Closed -$379K 915
2019
Q1
$379K Hold
5,471
0.01% 742
2018
Q4
$314K Sell
5,471
-146
-3% -$8.38K 0.01% 729
2018
Q3
$377K Hold
5,617
0.01% 745
2018
Q2
$373K Sell
5,617
-18
-0.3% -$1.2K 0.01% 746
2018
Q1
$364K Sell
5,635
-200
-3% -$12.9K 0.01% 721
2017
Q4
$361K Sell
5,835
-46
-0.8% -$2.85K 0.01% 748
2017
Q3
$338K Sell
5,881
-20
-0.3% -$1.15K 0.01% 764
2017
Q2
$312K Sell
5,901
-43
-0.7% -$2.27K 0.01% 736
2017
Q1
$324K Sell
5,944
-201
-3% -$11K 0.01% 752
2016
Q4
$316K Hold
6,145
0.01% 745
2016
Q3
$272K Sell
6,145
-81
-1% -$3.59K 0.01% 769
2016
Q2
$259K Hold
6,226
0.01% 743
2016
Q1
$272K Hold
6,226
0.01% 715
2015
Q4
$289K Sell
6,226
-635
-9% -$29.5K 0.01% 703
2015
Q3
$308K Sell
6,861
-1
-0% -$45 0.01% 670
2015
Q2
$341K Sell
6,862
-1,001
-13% -$49.7K 0.01% 661
2015
Q1
$404K Buy
7,863
+2,610
+50% +$134K 0.01% 597
2014
Q4
$218K Sell
5,253
-3,005
-36% -$125K 0.01% 622
2014
Q3
$328K Sell
8,258
-278
-3% -$11K 0.01% 677
2014
Q2
$349K Sell
8,536
-194
-2% -$7.93K 0.01% 723
2014
Q1
$380K Buy
8,730
+125
+1% +$5.44K 0.01% 691
2013
Q4
$384K Buy
8,605
+181
+2% +$8.08K 0.01% 688
2013
Q3
$327K Sell
8,424
-842
-9% -$32.7K 0.01% 677
2013
Q2
$316K Buy
+9,266
New +$316K 0.01% 655