Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7K Hold
200
﹤0.01% 1053
2025
Q1
$1.64K Hold
200
﹤0.01% 1140
2024
Q4
$2.74K Hold
200
﹤0.01% 1108
2024
Q3
$3.89K Sell
200
-39
-16% -$759 ﹤0.01% 1091
2024
Q2
$5.5K Hold
239
﹤0.01% 992
2024
Q1
$7.02K Buy
239
+39
+20% +$1.15K ﹤0.01% 984
2023
Q4
$5.74K Hold
200
﹤0.01% 1003
2023
Q3
$4.51K Sell
200
-1,128
-85% -$25.4K ﹤0.01% 964
2023
Q2
$30.6K Sell
1,328
-462
-26% -$10.6K ﹤0.01% 842
2023
Q1
$42.1K Buy
+1,790
New +$42.1K ﹤0.01% 853
2020
Q2
Sell
-21,692
Closed -$316K 871
2020
Q1
$316K Sell
21,692
-2,848
-12% -$41.5K 0.01% 679
2019
Q4
$1.25M Sell
24,540
-6,923
-22% -$353K 0.03% 459
2019
Q3
$1.56M Sell
31,463
-2,036
-6% -$101K 0.04% 400
2019
Q2
$1.59M Buy
33,499
+19,589
+141% +$932K 0.04% 381
2019
Q1
$957K Buy
13,910
+76
+0.5% +$5.23K 0.02% 502
2018
Q4
$918K Buy
13,834
+9,002
+186% +$597K 0.03% 475
2018
Q3
$360K Buy
4,832
+58
+1% +$4.32K 0.01% 759
2018
Q2
$348K Sell
4,774
-1,224
-20% -$89.2K 0.01% 768
2018
Q1
$393K Sell
5,998
-1,371
-19% -$89.8K 0.01% 704
2017
Q4
$400K Sell
7,369
-116
-2% -$6.3K 0.01% 717
2017
Q3
$342K Sell
7,485
-363
-5% -$16.6K 0.01% 754
2017
Q2
$303K Sell
7,848
-265
-3% -$10.2K 0.01% 747
2017
Q1
$323K Sell
8,113
-2,400
-23% -$95.6K 0.01% 753
2016
Q4
$519K Sell
10,513
-341
-3% -$16.8K 0.02% 623
2016
Q3
$475K Buy
10,854
+1,225
+13% +$53.6K 0.02% 655
2016
Q2
$365K Sell
9,629
-885
-8% -$33.5K 0.01% 667
2016
Q1
$490K Buy
10,514
+88
+0.8% +$4.1K 0.02% 578
2015
Q4
$497K Buy
10,426
+129
+1% +$6.15K 0.02% 575
2015
Q3
$477K Buy
10,297
+503
+5% +$23.3K 0.02% 577
2015
Q2
$613K Sell
9,794
-1,486
-13% -$93K 0.02% 552
2015
Q1
$882K Buy
11,280
+6,315
+127% +$494K 0.03% 460
2014
Q4
$303K Sell
4,965
-5,600
-53% -$342K 0.01% 551
2014
Q3
$644K Sell
10,565
-668
-6% -$40.7K 0.02% 523
2014
Q2
$591K Sell
11,233
-1,770
-14% -$93.1K 0.02% 572
2014
Q1
$738K Buy
13,003
+23
+0.2% +$1.31K 0.02% 516
2013
Q4
$736K Sell
12,980
-2
-0% -$113 0.02% 507
2013
Q3
$672K Buy
12,982
+814
+7% +$42.1K 0.02% 498
2013
Q2
$614K Buy
+12,168
New +$614K 0.02% 492