Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Hold
6,480
0.04% 233
2025
Q1
$219K Hold
6,480
0.04% 219
2024
Q4
$192K Hold
6,480
0.04% 230
2024
Q3
$203K Hold
6,480
0.04% 230
2024
Q2
$234K Hold
6,480
0.05% 209
2024
Q1
$244K Buy
6,480
+700
+12% +$26.4K 0.05% 205
2023
Q4
$205K Hold
5,780
0.04% 211
2023
Q3
$224K Hold
5,780
0.05% 200
2023
Q2
$204K Hold
5,780
0.05% 204
2023
Q1
$219K Sell
5,780
-500
-8% -$19K 0.05% 199
2022
Q4
$219K Hold
6,280
0.05% 202
2022
Q3
$179K Hold
6,280
0.05% 210
2022
Q2
$178K Hold
6,280
0.04% 219
2022
Q1
$185K Hold
6,280
0.04% 239
2021
Q4
$167K Hold
6,280
0.03% 253
2021
Q3
$172K Buy
6,280
+500
+9% +$13.7K 0.03% 247
2021
Q2
$153K Hold
5,780
0.03% 251
2021
Q1
$141K Sell
5,780
-1,584
-22% -$38.6K 0.03% 261
2020
Q4
$151K Sell
7,364
-1,750
-19% -$35.9K 0.03% 247
2020
Q3
$159K Sell
9,114
-3,020
-25% -$52.7K 0.03% 237
2020
Q2
$283K Buy
12,134
+575
+5% +$13.4K 0.07% 201
2020
Q1
$282K Sell
11,559
-750
-6% -$18.3K 0.08% 200
2019
Q4
$465K Sell
12,309
-800
-6% -$30.2K 0.1% 180
2019
Q3
$498K Sell
13,109
-221
-2% -$8.4K 0.12% 172
2019
Q2
$547K Hold
13,330
0.12% 173
2019
Q1
$573K Sell
13,330
-196
-1% -$8.43K 0.13% 164
2018
Q4
$497K Sell
13,526
-204
-1% -$7.5K 0.13% 163
2018
Q3
$604K Buy
13,730
+121
+0.9% +$5.32K 0.14% 164
2018
Q2
$585K Sell
13,609
-176
-1% -$7.57K 0.15% 163
2018
Q1
$519K Buy
13,785
+32
+0.2% +$1.21K 0.13% 172
2017
Q4
$529K Buy
13,753
+126
+0.9% +$4.85K 0.14% 172
2017
Q3
$472K Sell
13,627
-911
-6% -$31.6K 0.14% 171
2017
Q2
$447K Sell
14,538
-701
-5% -$21.6K 0.14% 171
2017
Q1
$459K Buy
15,239
+311
+2% +$9.37K 0.14% 167
2016
Q4
$478K Sell
14,928
-272
-2% -$8.71K 0.16% 154
2016
Q3
$450K Buy
15,200
+951
+7% +$28.2K 0.16% 154
2016
Q2
$426K Buy
14,249
+238
+2% +$7.12K 0.15% 157
2016
Q1
$356K Sell
14,011
-892
-6% -$22.7K 0.13% 172
2015
Q4
$392K Sell
14,903
-1,188
-7% -$31.2K 0.15% 155
2015
Q3
$414K Sell
16,091
-471
-3% -$12.1K 0.16% 147
2015
Q2
$557K Sell
16,562
-835
-5% -$28.1K 0.19% 136
2015
Q1
$565K Sell
17,397
-1,220
-7% -$39.6K 0.18% 137
2014
Q4
$589K Sell
18,617
-268
-1% -$8.48K 0.19% 137
2014
Q3
$679K Sell
18,885
-2,958
-14% -$106K 0.23% 128
2014
Q2
$942K Buy
21,843
+2,159
+11% +$93.1K 0.3% 102
2014
Q1
$774K Sell
19,684
-489
-2% -$19.2K 0.27% 108
2013
Q4
$802K Sell
20,173
-428
-2% -$17K 0.29% 101
2013
Q3
$708K Buy
20,601
+489
+2% +$16.8K 0.29% 105
2013
Q2
$687K Buy
+20,112
New +$687K 0.26% 117