Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.1K Buy
6,000
+200
+3% +$2.17K 0.01% 242
2025
Q1
$58.2K Buy
5,800
+800
+16% +$8.02K 0.01% 255
2024
Q4
$49.5K Buy
5,000
+600
+14% +$5.94K 0.01% 265
2024
Q3
$46.5K Buy
4,400
+1,900
+76% +$20.1K 0.01% 266
2024
Q2
$31.4K Hold
2,500
﹤0.01% 289
2024
Q1
$33.2K Sell
2,500
-500
-17% -$6.64K ﹤0.01% 287
2023
Q4
$36.6K Buy
3,000
+243
+9% +$2.96K ﹤0.01% 286
2023
Q3
$34.2K Hold
2,757
﹤0.01% 289
2023
Q2
$41.7K Hold
2,757
0.01% 289
2023
Q1
$34.7K Sell
2,757
-99
-3% -$1.25K ﹤0.01% 302
2022
Q4
$33.2K Hold
2,856
﹤0.01% 306
2022
Q3
$32K Buy
2,856
+756
+36% +$8.47K ﹤0.01% 307
2022
Q2
$23K Buy
2,100
+1,100
+110% +$12K ﹤0.01% 325
2022
Q1
$17K Sell
1,000
-1,200
-55% -$20.4K ﹤0.01% 344
2021
Q4
$46K Hold
2,200
0.01% 311
2021
Q3
$31K Sell
2,200
-416
-16% -$5.86K ﹤0.01% 330
2021
Q2
$39K Buy
2,616
+416
+19% +$6.2K ﹤0.01% 327
2021
Q1
$27K Hold
2,200
﹤0.01% 339
2020
Q4
$20K Sell
2,200
-10,000
-82% -$90.9K ﹤0.01% 349
2020
Q3
$81K Buy
12,200
+10,000
+455% +$66.4K 0.01% 274
2020
Q2
$13K Buy
2,200
+600
+38% +$3.55K ﹤0.01% 366
2020
Q1
$8K Sell
1,600
-315
-16% -$1.58K ﹤0.01% 349
2019
Q4
$18K Sell
1,915
-290
-13% -$2.73K ﹤0.01% 331
2019
Q3
$20K Buy
2,205
+400
+22% +$3.63K ﹤0.01% 317
2019
Q2
$18K Sell
1,805
-760
-30% -$7.58K ﹤0.01% 333
2019
Q1
$23K Buy
2,565
+310
+14% +$2.78K ﹤0.01% 320
2018
Q4
$17K Sell
2,255
-2,000
-47% -$15.1K ﹤0.01% 329
2018
Q3
$39K Buy
4,255
+300
+8% +$2.75K 0.01% 293
2018
Q2
$43K Sell
3,955
-1,250
-24% -$13.6K 0.01% 284
2018
Q1
$58K Sell
5,205
-200
-4% -$2.23K 0.01% 267
2017
Q4
$67K Sell
5,405
-300
-5% -$3.72K 0.01% 360
2017
Q3
$69K Sell
5,705
-4,125
-42% -$49.9K 0.01% 337
2017
Q2
$110K Sell
9,830
-1,450
-13% -$16.2K 0.01% 319
2017
Q1
$132K Sell
11,280
-350
-3% -$4.1K 0.03% 199
2016
Q4
$141K Sell
11,630
-2,245
-16% -$27.2K 0.03% 194
2016
Q3
$167K Buy
13,875
+3,660
+36% +$44.1K 0.04% 181
2016
Q2
$128K Buy
10,215
+300
+3% +$3.76K 0.03% 196
2016
Q1
$134K Buy
9,915
+2,645
+36% +$35.7K 0.03% 199
2015
Q4
$102K Buy
7,270
+3,680
+103% +$51.6K 0.02% 206
2015
Q3
$49K Hold
3,590
0.01% 226
2015
Q2
$54K Hold
3,590
0.01% 223
2015
Q1
$58K Sell
3,590
-200
-5% -$3.23K 0.01% 222
2014
Q4
$59K Buy
+3,790
New +$59K 0.01% 219