Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
3,132
-114
-4% -$9.17K ﹤0.01% 331
2025
Q1
$261K Buy
3,246
+113
+4% +$9.07K 0.01% 325
2024
Q4
$257K Buy
3,133
+66
+2% +$5.4K ﹤0.01% 331
2024
Q3
$253K Hold
3,067
﹤0.01% 343
2024
Q2
$215K Sell
3,067
-14
-0.5% -$983 0.01% 189
2024
Q1
$228K Hold
3,081
0.01% 194
2023
Q4
$204K Buy
+3,081
New +$204K 0.01% 203
2023
Q1
Sell
-3,081
Closed -$223K 206
2022
Q4
$223K Buy
+3,081
New +$223K 0.01% 191
2022
Q2
Sell
-3,158
Closed -$221K 201
2022
Q1
$221K Buy
+3,158
New +$221K 0.01% 190
2021
Q1
Sell
-6,812
Closed -$320K 191
2020
Q4
$320K Hold
6,812
0.02% 161
2020
Q3
$253K Sell
6,812
-1,186
-15% -$44K 0.02% 165
2020
Q2
$293K Hold
7,998
0.02% 154
2020
Q1
$244K Sell
7,998
-138
-2% -$4.21K 0.02% 155
2019
Q4
$415K Sell
8,136
-300
-4% -$15.3K 0.02% 139
2019
Q3
$398K Hold
8,436
0.02% 147
2019
Q2
$419K Hold
8,436
0.03% 143
2019
Q1
$359K Sell
8,436
-1,385
-14% -$58.9K 0.02% 157
2018
Q4
$403K Sell
9,821
-366
-4% -$15K 0.03% 149
2018
Q3
$476K Sell
10,187
-996
-9% -$46.5K 0.03% 146
2018
Q2
$488K Sell
11,183
-352
-3% -$15.4K 0.03% 146
2018
Q1
$529K Sell
11,535
-43,377
-79% -$1.99M 0.04% 148
2017
Q4
$2.78M Sell
54,912
-1,285
-2% -$65K 0.19% 96
2017
Q3
$2.92M Sell
56,197
-9,036
-14% -$470K 0.21% 92
2017
Q2
$3.19M Buy
65,233
+2,004
+3% +$98.1K 0.24% 87
2017
Q1
$2.98M Sell
63,229
-357
-0.6% -$16.8K 0.22% 89
2016
Q4
$3.05M Sell
63,586
-34
-0.1% -$1.63K 0.24% 84
2016
Q3
$2.52M Sell
63,620
-1,486
-2% -$58.8K 0.2% 89
2016
Q2
$2.31M Buy
65,106
+2,330
+4% +$82.7K 0.19% 92
2016
Q1
$2.46M Buy
62,776
+1,081
+2% +$42.3K 0.2% 87
2015
Q4
$2.65M Buy
61,695
+5,602
+10% +$241K 0.22% 81
2015
Q3
$2.36M Buy
56,093
+2,143
+4% +$90K 0.21% 87
2015
Q2
$2.69M Buy
53,950
+438
+0.8% +$21.9K 0.22% 81
2015
Q1
$2.41M Sell
53,512
-1,468
-3% -$66.1K 0.19% 87
2014
Q4
$2.65M Sell
54,980
-22,031
-29% -$1.06M 0.21% 81
2014
Q3
$3.69M Buy
77,011
+4,602
+6% +$220K 0.3% 73
2014
Q2
$3.59M Buy
72,409
+2,120
+3% +$105K 0.29% 72
2014
Q1
$3.31M Buy
70,289
+6,682
+11% +$314K 0.28% 71
2013
Q4
$3.06M Buy
63,607
+2,140
+3% +$103K 0.26% 73
2013
Q3
$2.57M Buy
61,467
+4,597
+8% +$192K 0.24% 76
2013
Q2
$2.32M Buy
+56,870
New +$2.32M 0.22% 76