Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Hold
1,874
﹤0.01% 662
2025
Q1
$29.1K Hold
1,874
﹤0.01% 629
2024
Q4
$40.2K Hold
1,874
﹤0.01% 595
2024
Q3
$37.4K Buy
+1,874
New +$37.4K ﹤0.01% 592
2022
Q2
Sell
-4,339
Closed -$246K 203
2022
Q1
$246K Hold
4,339
0.01% 188
2021
Q4
$317K Sell
4,339
-456
-10% -$33.3K 0.01% 180
2021
Q3
$320K Hold
4,795
0.02% 170
2021
Q2
$392K Hold
4,795
0.02% 162
2021
Q1
$382K Sell
4,795
-74
-2% -$5.9K 0.02% 155
2020
Q4
$416K Sell
4,869
-138
-3% -$11.8K 0.02% 147
2020
Q3
$352K Sell
5,007
-1,867
-27% -$131K 0.02% 150
2020
Q2
$419K Sell
6,874
-38,512
-85% -$2.35M 0.03% 145
2020
Q1
$2.45M Buy
45,386
+40,003
+743% +$2.16M 0.18% 87
2019
Q4
$536K Hold
5,383
0.03% 126
2019
Q3
$479K Hold
5,383
0.03% 139
2019
Q2
$470K Sell
5,383
-334
-6% -$29.2K 0.03% 140
2019
Q1
$468K Hold
5,717
0.03% 143
2018
Q4
$384K Buy
5,717
+319
+6% +$21.4K 0.03% 151
2018
Q3
$475K Buy
5,398
+106
+2% +$9.33K 0.03% 147
2018
Q2
$406K Buy
5,292
+212
+4% +$16.3K 0.03% 158
2018
Q1
$355K Hold
5,080
0.02% 169
2017
Q4
$354K Hold
5,080
0.02% 161
2017
Q3
$304K Hold
5,080
0.02% 167
2017
Q2
$275K Sell
5,080
-424
-8% -$23K 0.02% 183
2017
Q1
$285K Sell
5,504
-202
-4% -$10.5K 0.02% 179
2016
Q4
$287K Sell
5,706
-722
-11% -$36.3K 0.02% 169
2016
Q3
$340K Hold
6,428
0.03% 157
2016
Q2
$373K Buy
6,428
+233
+4% +$13.5K 0.03% 152
2016
Q1
$378K Sell
6,195
-255
-4% -$15.6K 0.03% 152
2015
Q4
$378K Hold
6,450
0.03% 156
2015
Q3
$414K Buy
6,450
+255
+4% +$16.4K 0.04% 145
2015
Q2
$407K Hold
6,195
0.03% 146
2015
Q1
$439K Hold
6,195
0.04% 142
2014
Q4
$437K Buy
6,195
+792
+15% +$55.9K 0.03% 147
2014
Q3
$336K Hold
5,403
0.03% 164
2014
Q2
$321K Hold
5,403
0.03% 172
2014
Q1
$315K Sell
5,403
-85
-2% -$4.96K 0.03% 172
2013
Q4
$322K Buy
5,488
+85
+2% +$4.99K 0.03% 156
2013
Q3
$253K Hold
5,403
0.02% 185
2013
Q2
$246K Buy
+5,403
New +$246K 0.02% 184