Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
567
-370
-39% -$11.1K ﹤0.01% 655
2025
Q1
$31.7K Hold
937
﹤0.01% 547
2024
Q4
$27.7K Hold
937
﹤0.01% 562
2024
Q3
$29.4K Hold
937
﹤0.01% 568
2024
Q2
$33.8K Hold
937
﹤0.01% 536
2024
Q1
$35.3K Hold
937
﹤0.01% 529
2023
Q4
$33.2K Buy
937
+6
+0.6% +$212 ﹤0.01% 526
2023
Q3
$37.2K Buy
931
+535
+135% +$21.4K ﹤0.01% 527
2023
Q2
$14.7K Hold
396
﹤0.01% 628
2023
Q1
$15K Hold
396
﹤0.01% 621
2022
Q4
$13.8K Hold
396
﹤0.01% 633
2022
Q3
$11K Sell
396
-170
-30% -$4.72K ﹤0.01% 652
2022
Q2
$16K Hold
566
﹤0.01% 607
2022
Q1
$17K Buy
+566
New +$17K ﹤0.01% 632
2020
Q3
Sell
-16,695
Closed -$389K 272
2020
Q2
$389K Buy
16,695
+2,690
+19% +$62.7K 0.05% 235
2020
Q1
$342K Buy
14,005
+26
+0.2% +$635 0.05% 238
2019
Q4
$528K Hold
13,979
0.06% 228
2019
Q3
$531K Sell
13,979
-236
-2% -$8.97K 0.07% 226
2019
Q2
$583K Hold
14,215
0.07% 224
2019
Q1
$611K Sell
14,215
-273
-2% -$11.7K 0.08% 212
2018
Q4
$532K Sell
14,488
-153
-1% -$5.62K 0.08% 213
2018
Q3
$644K Sell
14,641
-415
-3% -$18.3K 0.09% 208
2018
Q2
$647K Buy
15,056
+11
+0.1% +$473 0.09% 205
2018
Q1
$567K Sell
15,045
-226
-1% -$8.52K 0.08% 220
2017
Q4
$588K Sell
15,271
-230
-1% -$8.86K 0.08% 215
2017
Q3
$537K Sell
15,501
-342
-2% -$11.8K 0.08% 223
2017
Q2
$487K Sell
15,843
-264
-2% -$8.12K 0.08% 226
2017
Q1
$485K Sell
16,107
-210
-1% -$6.32K 0.08% 226
2016
Q4
$523K Buy
16,317
+3,593
+28% +$115K 0.1% 215
2016
Q3
$376K Hold
12,724
0.08% 231
2016
Q2
$380K Sell
12,724
-32
-0.3% -$956 0.08% 232
2016
Q1
$324K Buy
12,756
+32
+0.3% +$813 0.07% 234
2015
Q4
$335K Hold
12,724
0.08% 231
2015
Q3
$327K Sell
12,724
-122
-0.9% -$3.14K 0.08% 221
2015
Q2
$395K Sell
12,846
-299
-2% -$9.19K 0.1% 206
2015
Q1
$427K Buy
13,145
+1
+0% +$32 0.11% 194
2014
Q4
$416K Buy
13,144
+55
+0.4% +$1.74K 0.11% 191
2014
Q3
$471K Sell
13,089
-1,223
-9% -$44K 0.14% 167
2014
Q2
$618K Buy
14,312
+1,222
+9% +$52.8K 0.18% 139
2014
Q1
$515K Sell
13,090
-138
-1% -$5.43K 0.16% 150
2013
Q4
$526K Buy
13,228
+1
+0% +$40 0.17% 138
2013
Q3
$455K Buy
13,227
+1
+0% +$34 0.17% 150
2013
Q2
$452K Buy
+13,226
New +$452K 0.18% 134