Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Sell
502
-12
-2% -$4.29K ﹤0.01% 549
2025
Q1
$205K Buy
514
+11
+2% +$4.39K 0.01% 506
2024
Q4
$181K Buy
503
+126
+33% +$45.3K 0.01% 542
2024
Q3
$130K Buy
377
+58
+18% +$20.1K ﹤0.01% 641
2024
Q2
$93.7K Buy
319
+3
+0.9% +$881 ﹤0.01% 709
2024
Q1
$105K Sell
316
-11
-3% -$3.67K ﹤0.01% 676
2023
Q4
$95.2K Sell
327
-33
-9% -$9.6K ﹤0.01% 681
2023
Q3
$117K Hold
360
﹤0.01% 581
2023
Q2
$124K Sell
360
-34
-9% -$11.7K ﹤0.01% 584
2023
Q1
$124K Sell
394
-3
-0.8% -$946 ﹤0.01% 588
2022
Q4
$119K Buy
397
+20
+5% +$6K ﹤0.01% 569
2022
Q3
$100K Sell
377
-14
-4% -$3.71K ﹤0.01% 608
2022
Q2
$105K Buy
391
+222
+131% +$59.6K ﹤0.01% 651
2022
Q1
$55K Sell
169
-127
-43% -$41.3K ﹤0.01% 615
2021
Q4
$88K Sell
296
-159
-35% -$47.3K ﹤0.01% 715
2021
Q3
$130K Buy
455
+137
+43% +$39.1K ﹤0.01% 597
2021
Q2
$74K Buy
318
+12
+4% +$2.79K ﹤0.01% 642
2021
Q1
$70K Sell
306
-77
-20% -$17.6K ﹤0.01% 611
2020
Q4
$81K Sell
383
-1
-0.3% -$211 0.01% 472
2020
Q3
$79K Sell
384
-1,345
-78% -$277K 0.01% 444
2020
Q2
$332K Sell
1,729
-81
-4% -$15.6K 0.03% 242
2020
Q1
$298K Buy
1,810
+133
+8% +$21.9K 0.03% 238
2019
Q4
$348K Sell
1,677
-135
-7% -$28K 0.03% 259
2019
Q3
$350K Sell
1,812
-19
-1% -$3.67K 0.03% 255
2019
Q2
$353K Hold
1,831
0.03% 258
2019
Q1
$312K Buy
1,831
+38
+2% +$6.48K 0.03% 280
2018
Q4
$260K Buy
1,793
+43
+2% +$6.24K 0.02% 293
2018
Q3
$269K Hold
1,750
0.02% 322
2018
Q2
$240K Hold
1,750
0.02% 341
2018
Q1
$246K Hold
1,750
0.02% 283
2017
Q4
$235K Hold
1,750
0.02% 304
2017
Q3
$256K Sell
1,750
-150
-8% -$21.9K 0.03% 279
2017
Q2
$253K Sell
1,900
-300
-14% -$39.9K 0.03% 281
2017
Q1
$261K Sell
2,200
-64
-3% -$7.59K 0.03% 285
2016
Q4
$255K Hold
2,264
0.03% 282
2016
Q3
$255K Buy
2,264
+64
+3% +$7.21K 0.03% 278
2016
Q2
$240K Hold
2,200
0.03% 273
2016
Q1
$230K Hold
2,200
0.03% 297
2015
Q4
$203K Sell
2,200
-80
-4% -$7.38K 0.04% 270
2015
Q3
$202K Sell
2,280
-120
-5% -$10.6K 0.03% 286
2015
Q2
$239K Hold
2,400
0.03% 276
2015
Q1
$231K Hold
2,400
0.03% 291
2014
Q4
$228K Buy
2,400
+200
+9% +$19K 0.04% 290
2014
Q3
$193K Hold
2,200
0.03% 307
2014
Q2
$198K Hold
2,200
0.03% 326
2014
Q1
$185K Buy
+2,200
New +$185K 0.03% 324
2013
Q4
Sell
-80
Closed -$6K 1321
2013
Q3
$6K Hold
80
﹤0.01% 916
2013
Q2
$5K Buy
+80
New +$5K ﹤0.01% 662