Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.3K Hold
1,249
﹤0.01% 869
2025
Q1
$66.8K Sell
1,249
-141
-10% -$7.55K ﹤0.01% 816
2024
Q4
$66.5K Hold
1,390
﹤0.01% 837
2024
Q3
$61.8K Sell
1,390
-1,891
-58% -$84.1K ﹤0.01% 893
2024
Q2
$140K Hold
3,281
﹤0.01% 597
2024
Q1
$136K Hold
3,281
﹤0.01% 603
2023
Q4
$120K Hold
3,281
﹤0.01% 605
2023
Q3
$117K Buy
3,281
+175
+6% +$6.23K ﹤0.01% 582
2023
Q2
$105K Buy
3,106
+59
+2% +$2K ﹤0.01% 626
2023
Q1
$105K Buy
3,047
+197
+7% +$6.79K ﹤0.01% 626
2022
Q4
$93.6K Hold
2,850
﹤0.01% 643
2022
Q3
$86K Hold
2,850
﹤0.01% 650
2022
Q2
$83K Hold
2,850
﹤0.01% 748
2022
Q1
$95K Hold
2,850
0.01% 503
2021
Q4
$84K Sell
2,850
-388
-12% -$11.4K ﹤0.01% 733
2021
Q3
$92K Sell
3,238
-272
-8% -$7.73K ﹤0.01% 700
2021
Q2
$104K Hold
3,510
0.01% 541
2021
Q1
$90K Hold
3,510
0.01% 539
2020
Q4
$76K Sell
3,510
-308
-8% -$6.67K 0.01% 493
2020
Q3
$60K Sell
3,818
-306
-7% -$4.81K ﹤0.01% 491
2020
Q2
$71K Buy
4,124
+628
+18% +$10.8K 0.01% 447
2020
Q1
$41K Hold
3,496
﹤0.01% 528
2019
Q4
$89K Buy
3,496
+540
+18% +$13.7K 0.01% 448
2019
Q3
$83K Buy
2,956
+886
+43% +$24.9K 0.01% 448
2019
Q2
$67K Hold
2,070
0.01% 510
2019
Q1
$68K Hold
2,070
0.01% 472
2018
Q4
$63K Sell
2,070
-363
-15% -$11K 0.01% 480
2018
Q3
$84K Hold
2,433
0.01% 484
2018
Q2
$83K Buy
2,433
+128
+6% +$4.37K 0.01% 483
2018
Q1
$76K Buy
2,305
+192
+9% +$6.33K 0.01% 426
2017
Q4
$75K Sell
2,113
-311
-13% -$11K 0.01% 443
2017
Q3
$85K Buy
2,424
+258
+12% +$9.05K 0.01% 407
2017
Q2
$72K Hold
2,166
0.01% 423
2017
Q1
$78K Sell
2,166
-155
-7% -$5.58K 0.01% 440
2016
Q4
$79K Hold
2,321
0.01% 434
2016
Q3
$79K Hold
2,321
0.01% 429
2016
Q2
$78K Sell
2,321
-519
-18% -$17.4K 0.01% 432
2016
Q1
$84K Buy
2,840
+965
+51% +$28.5K 0.01% 452
2015
Q4
$74K Buy
1,875
+1,408
+301% +$55.6K 0.01% 423
2015
Q3
$18K Sell
467
-113
-19% -$4.36K ﹤0.01% 831
2015
Q2
$41K Hold
580
0.01% 594
2015
Q1
$42K Hold
580
0.01% 599
2014
Q4
$43K Hold
580
0.01% 585
2014
Q3
$34K Hold
580
0.01% 642
2014
Q2
$37K Sell
580
-230
-28% -$14.7K 0.01% 639
2014
Q1
$40K Hold
810
0.01% 570
2013
Q4
$36K Buy
+810
New +$36K 0.01% 558