Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.5K Buy
3,090
+1,000
+48% +$10.9K ﹤0.01% 344
2025
Q1
$21K Hold
2,090
﹤0.01% 406
2024
Q4
$20.7K Hold
2,090
﹤0.01% 375
2024
Q3
$22.1K Hold
2,090
﹤0.01% 360
2024
Q2
$26.2K Hold
2,090
﹤0.01% 345
2024
Q1
$27.8K Hold
2,090
﹤0.01% 356
2023
Q4
$25.5K Sell
2,090
-174
-8% -$2.12K ﹤0.01% 363
2023
Q3
$28.1K Sell
2,264
-537
-19% -$6.67K 0.01% 358
2023
Q2
$42.4K Sell
2,801
-500
-15% -$7.57K 0.01% 337
2023
Q1
$41.6K Buy
3,301
+319
+11% +$4.02K 0.01% 321
2022
Q4
$34.7K Buy
2,982
+174
+6% +$2.02K 0.01% 331
2022
Q3
$31K Hold
2,808
0.01% 347
2022
Q2
$31K Sell
2,808
-484
-15% -$5.34K 0.01% 329
2022
Q1
$56K Hold
3,292
0.01% 313
2021
Q4
$58K Buy
3,292
+100
+3% +$1.76K 0.01% 302
2021
Q3
$45K Hold
3,192
0.01% 316
2021
Q2
$47K Sell
3,192
-50
-2% -$736 0.01% 306
2021
Q1
$40K Buy
3,242
+50
+2% +$617 0.01% 313
2020
Q4
$28K Sell
3,192
-2,384
-43% -$20.9K 0.01% 323
2020
Q3
$37K Hold
5,576
0.01% 277
2020
Q2
$34K Hold
5,576
0.01% 280
2020
Q1
$27K Buy
5,576
+500
+10% +$2.42K 0.01% 285
2019
Q4
$47K Hold
5,076
0.01% 256
2019
Q3
$46K Sell
5,076
-5,650
-53% -$51.2K 0.01% 257
2019
Q2
$110K Buy
10,726
+1,000
+10% +$10.3K 0.03% 190
2019
Q1
$85K Sell
9,726
-1,000
-9% -$8.74K 0.02% 200
2018
Q4
$82K Sell
10,726
-16,500
-61% -$126K 0.03% 195
2018
Q3
$252K Hold
27,226
0.07% 140
2018
Q2
$301K Sell
27,226
-2,000
-7% -$22.1K 0.09% 136
2018
Q1
$324K Hold
29,226
0.1% 136
2017
Q4
$365K Sell
29,226
-536
-2% -$6.69K 0.12% 131
2017
Q3
$356K Sell
29,762
-500
-2% -$5.98K 0.12% 131
2017
Q2
$339K Hold
30,262
0.12% 135
2017
Q1
$352K Buy
30,262
+4,920
+19% +$57.2K 0.13% 130
2016
Q4
$307K Buy
25,342
+14,000
+123% +$170K 0.12% 131
2016
Q3
$137K Sell
11,342
-700
-6% -$8.46K 0.06% 163
2016
Q2
$151K Buy
12,042
+3,650
+43% +$45.8K 0.07% 158
2016
Q1
$113K Sell
8,392
-316
-4% -$4.26K 0.06% 169
2015
Q4
$123K Buy
8,708
+2,149
+33% +$30.4K 0.06% 164
2015
Q3
$89K Sell
6,559
-3,500
-35% -$47.5K 0.05% 173
2015
Q2
$151K Hold
10,059
0.08% 144
2015
Q1
$162K Hold
10,059
0.08% 142
2014
Q4
$156K Buy
10,059
+800
+9% +$12.4K 0.08% 143
2014
Q3
$137K Hold
9,259
0.08% 145
2014
Q2
$158K Hold
9,259
0.09% 138
2014
Q1
$144K Hold
9,259
0.09% 141
2013
Q4
$143K Buy
+9,259
New +$143K 0.09% 137