Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67K Hold
440
0.02% 175
2025
Q1
$64.6K Hold
440
0.01% 194
2024
Q4
$56.8K Hold
440
0.01% 208
2024
Q3
$60.1K Hold
440
0.01% 208
2024
Q2
$45K Sell
440
-86
-16% -$8.79K 0.01% 227
2024
Q1
$46.7K Hold
526
0.01% 225
2023
Q4
$48.1K Hold
526
0.01% 224
2023
Q3
$41.2K Hold
526
0.01% 226
2023
Q2
$44K Sell
526
-14,591
-97% -$1.22M 0.01% 224
2023
Q1
$1.33M Hold
15,117
0.34% 94
2022
Q4
$1.52M Hold
15,117
0.4% 84
2022
Q3
$1.4M Hold
15,117
0.41% 83
2022
Q2
$1.64M Hold
15,117
0.45% 77
2022
Q1
$1.88M Sell
15,117
-51
-0.3% -$6.35K 0.45% 80
2021
Q4
$2.25M Buy
15,168
+24
+0.2% +$3.57K 0.52% 67
2021
Q3
$2.22M Buy
15,144
+27
+0.2% +$3.96K 0.57% 64
2021
Q2
$2.51M Hold
15,117
0.62% 64
2021
Q1
$2.44M Hold
15,117
0.6% 63
2020
Q4
$2.21M Sell
15,117
-52
-0.3% -$7.6K 0.59% 65
2020
Q3
$2.03M Buy
15,169
+1
+0% +$134 0.6% 61
2020
Q2
$1.98M Sell
15,168
-55
-0.4% -$7.17K 0.63% 56
2020
Q1
$1.74M Hold
15,223
0.69% 47
2019
Q4
$2.25M Hold
15,223
0.7% 48
2019
Q3
$2.09M Sell
15,223
-478
-3% -$65.7K 0.7% 49
2019
Q2
$2.28M Hold
15,701
0.76% 41
2019
Q1
$2.73M Hold
15,701
0.93% 34
2018
Q4
$2.5M Hold
15,701
0.96% 35
2018
Q3
$2.77M Hold
15,701
0.94% 34
2018
Q2
$2.58M Buy
15,701
+14,352
+1,064% +$2.36M 0.92% 35
2018
Q1
$247K Hold
1,349
0.13% 114
2017
Q4
$265K Hold
1,349
0.13% 117
2017
Q3
$236K Sell
1,349
-120
-8% -$21K 0.12% 119
2017
Q2
$255K Buy
1,469
+718
+96% +$125K 0.11% 121
2017
Q1
$120K Hold
751
0.07% 139
2016
Q4
$112K Hold
751
0.07% 135
2016
Q3
$110K Hold
751
0.07% 140
2016
Q2
$109K Hold
751
0.07% 134
2016
Q1
$104K Hold
751
0.06% 133
2015
Q4
$94K Hold
751
0.06% 136
2015
Q3
$89K Hold
751
0.06% 136
2015
Q2
$96K Buy
+751
New +$96K 0.06% 139
2015
Q1
Sell
-751
Closed -$103K 179
2014
Q4
$103K Hold
751
0.06% 127
2014
Q3
$88K Hold
751
0.05% 140
2014
Q2
$89K Hold
751
0.05% 136
2014
Q1
$85K Hold
751
0.06% 132
2013
Q4
$88K Hold
751
0.06% 136
2013
Q3
$74K Hold
751
0.05% 145
2013
Q2
$69K Buy
+751
New +$69K 0.05% 145