Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.21K Hold
150
﹤0.01% 348
2025
Q1
$7.28K Sell
150
-1,100
-88% -$53.4K ﹤0.01% 343
2024
Q4
$61K Sell
1,250
-2,050
-62% -$100K 0.01% 257
2024
Q3
$205K Sell
3,300
-200
-6% -$12.4K 0.03% 210
2024
Q2
$200K Hold
3,500
0.03% 207
2024
Q1
$202K Sell
3,500
-700
-17% -$40.4K 0.03% 209
2023
Q4
$287K Hold
4,200
0.04% 192
2023
Q3
$239K Sell
4,200
-1,000
-19% -$56.9K 0.03% 198
2023
Q2
$310K Sell
5,200
-800
-13% -$47.7K 0.04% 191
2023
Q1
$380K Sell
6,000
-1,000
-14% -$63.4K 0.05% 181
2022
Q4
$434K Sell
7,000
-627
-8% -$38.9K 0.06% 175
2022
Q3
$382K Sell
7,627
-48
-0.6% -$2.4K 0.06% 177
2022
Q2
$431K Sell
7,675
-1,713
-18% -$96.2K 0.06% 171
2022
Q1
$647K Sell
9,388
-281
-3% -$19.4K 0.08% 159
2021
Q4
$521K Sell
9,669
-560
-5% -$30.2K 0.06% 182
2021
Q3
$489K Sell
10,229
-1,071
-9% -$51.2K 0.06% 184
2021
Q2
$734K Sell
11,300
-112
-1% -$7.28K 0.09% 171
2021
Q1
$706K Sell
11,412
-639
-5% -$39.5K 0.09% 171
2020
Q4
$702K Sell
12,051
-1,009
-8% -$58.8K 0.1% 166
2020
Q3
$602K Sell
13,060
-2,970
-19% -$137K 0.09% 168
2020
Q2
$711K Sell
16,030
-225
-1% -$9.98K 0.12% 138
2020
Q1
$532K Sell
16,255
-235
-1% -$7.69K 0.11% 135
2019
Q4
$804K Sell
16,490
-112
-0.7% -$5.46K 0.14% 114
2019
Q3
$731K Sell
16,602
-123
-0.7% -$5.42K 0.14% 119
2019
Q2
$867K Sell
16,725
-989
-6% -$51.3K 0.17% 108
2019
Q1
$864K Sell
17,714
-504
-3% -$24.6K 0.17% 103
2018
Q4
$784K Sell
18,218
-953
-5% -$41K 0.17% 104
2018
Q3
$853K Sell
19,171
-253
-1% -$11.3K 0.17% 108
2018
Q2
$866K Buy
19,424
+729
+4% +$32.5K 0.16% 112
2018
Q1
$741K Sell
18,695
-1,004
-5% -$39.8K 0.14% 120
2017
Q4
$808K Sell
19,699
-2,088
-10% -$85.6K 0.09% 182
2017
Q3
$787K Sell
21,787
-1,625
-7% -$58.7K 0.09% 178
2017
Q2
$744K Sell
23,412
-1,878
-7% -$59.7K 0.08% 188
2017
Q1
$819K Sell
25,290
-1,990
-7% -$64.4K 0.17% 106
2016
Q4
$870K Sell
27,280
-3,570
-12% -$114K 0.19% 100
2016
Q3
$954K Sell
30,850
-975
-3% -$30.2K 0.22% 96
2016
Q2
$811K Buy
31,825
+336
+1% +$8.56K 0.19% 100
2016
Q1
$727K Buy
31,489
+975
+3% +$22.5K 0.18% 103
2015
Q4
$700K Sell
30,514
-6,266
-17% -$144K 0.17% 105
2015
Q3
$1.04M Buy
36,780
+4,316
+13% +$122K 0.27% 80
2015
Q2
$1.18M Sell
32,464
-367
-1% -$13.3K 0.28% 80
2015
Q1
$1.29M Buy
32,831
+2,963
+10% +$116K 0.3% 75
2014
Q4
$1.19M Buy
+29,868
New +$1.19M 0.27% 81