Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Sell
6,777
-18
-0.3% -$3.98K ﹤0.01% 1289
2025
Q1
$894K Hold
6,795
﹤0.01% 1466
2024
Q4
$932K Sell
6,795
-990
-13% -$136K ﹤0.01% 1487
2024
Q3
$790K Hold
7,785
﹤0.01% 1574
2024
Q2
$570K Buy
7,785
+5,437
+232% +$398K ﹤0.01% 1654
2024
Q1
$119K Hold
2,348
﹤0.01% 1903
2023
Q4
$109K Hold
2,348
﹤0.01% 1927
2023
Q3
$107K Buy
2,348
+1,652
+237% +$75.3K ﹤0.01% 1950
2023
Q2
$28K Hold
696
﹤0.01% 2085
2023
Q1
$28K Sell
696
-307
-31% -$12.4K ﹤0.01% 2151
2022
Q4
$37K Hold
1,003
﹤0.01% 2137
2022
Q3
$32K Hold
1,003
﹤0.01% 2172
2022
Q2
$37K Hold
1,003
﹤0.01% 2113
2022
Q1
$43K Hold
1,003
﹤0.01% 2189
2021
Q4
$39K Hold
1,003
﹤0.01% 2238
2021
Q3
$44K Hold
1,003
﹤0.01% 2264
2021
Q2
$48K Hold
1,003
﹤0.01% 2283
2021
Q1
$53K Hold
1,003
﹤0.01% 2270
2020
Q4
$45K Hold
1,003
﹤0.01% 2315
2020
Q3
$42K Sell
1,003
-276
-22% -$11.6K ﹤0.01% 2219
2020
Q2
$60K Buy
1,279
+12
+0.9% +$563 ﹤0.01% 2176
2020
Q1
$44K Buy
1,267
+15
+1% +$521 ﹤0.01% 2165
2019
Q4
$50K Sell
1,252
-95
-7% -$3.79K ﹤0.01% 2257
2019
Q3
$53K Sell
1,347
-887
-40% -$34.9K ﹤0.01% 1039
2019
Q2
$90K Buy
2,234
+34
+2% +$1.37K ﹤0.01% 2262
2019
Q1
$109K Hold
2,200
﹤0.01% 2045
2018
Q4
$80K Sell
2,200
-34
-2% -$1.24K ﹤0.01% 2222
2018
Q3
$96K Buy
2,234
+29
+1% +$1.25K ﹤0.01% 2204
2018
Q2
$90K Hold
2,205
﹤0.01% 2221
2018
Q1
$95K Buy
2,205
+315
+17% +$13.6K ﹤0.01% 2182
2017
Q4
$85K Hold
1,890
﹤0.01% 2212
2017
Q3
$126K Hold
1,890
﹤0.01% 2084
2017
Q2
$113K Hold
1,890
﹤0.01% 2078
2017
Q1
$125K Hold
1,890
﹤0.01% 2041
2016
Q4
$134K Hold
1,890
﹤0.01% 2024
2016
Q3
$112K Hold
1,890
﹤0.01% 2090
2016
Q2
$79K Hold
1,890
﹤0.01% 2188
2016
Q1
$66K Hold
1,890
﹤0.01% 2014
2015
Q4
$61K Buy
+1,890
New +$61K ﹤0.01% 2057
2014
Q3
Sell
-24
Closed -$1K 2517
2014
Q2
$1K Buy
+24
New +$1K ﹤0.01% 2396