Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$63.6K Hold
691
﹤0.01% 604
2024
Q4
$58.3K Hold
691
﹤0.01% 618
2024
Q3
$72.8K Hold
691
﹤0.01% 574
2024
Q2
$59.8K Hold
691
﹤0.01% 572
2024
Q1
$72.7K Buy
691
+7
+1% +$737 ﹤0.01% 548
2023
Q4
$81.5K Hold
684
﹤0.01% 519
2023
Q3
$91.9K Hold
684
﹤0.01% 492
2023
Q2
$93.6K Hold
684
﹤0.01% 489
2023
Q1
$103K Buy
684
+3
+0.4% +$453 ﹤0.01% 470
2022
Q4
$77.9K Sell
681
-4,000
-85% -$458K ﹤0.01% 497
2022
Q3
$550K Hold
4,681
0.02% 238
2022
Q2
$696K Hold
4,681
0.02% 220
2022
Q1
$619K Sell
4,681
-223
-5% -$29.5K 0.01% 247
2021
Q4
$730K Sell
4,904
-1,500
-23% -$223K 0.02% 240
2021
Q3
$985K Sell
6,404
-5
-0.1% -$769 0.02% 207
2021
Q2
$1.31M Sell
6,409
-2,491
-28% -$508K 0.03% 185
2021
Q1
$1.94M Buy
8,900
+5
+0.1% +$1.09K 0.05% 160
2020
Q4
$1.92M Sell
8,895
-1,500
-14% -$324K 0.05% 159
2020
Q3
$1.32M Sell
10,395
-178
-2% -$22.5K 0.04% 172
2020
Q2
$1.27M Sell
10,573
-280
-3% -$33.6K 0.04% 165
2020
Q1
$1.09M Buy
10,853
+80
+0.7% +$8.06K 0.04% 162
2019
Q4
$1.36M Sell
10,773
-15
-0.1% -$1.9K 0.04% 173
2019
Q3
$1.11M Buy
10,788
+200
+2% +$20.6K 0.04% 189
2019
Q2
$1.24M Sell
10,588
-23
-0.2% -$2.7K 0.04% 176
2019
Q1
$1.75M Buy
+10,611
New +$1.75M 0.07% 145
2018
Q4
Sell
-9,500
Closed -$2.17M 169
2018
Q3
$2.17M Sell
9,500
-1,418
-13% -$324K 0.1% 131
2018
Q2
$2.65M Sell
10,918
-1,000
-8% -$243K 0.11% 117
2018
Q1
$2.66M Hold
11,918
0.11% 124
2017
Q4
$2.79M Sell
11,918
-1,270
-10% -$297K 0.11% 124
2017
Q3
$3.27M Sell
13,188
-7
-0.1% -$1.73K 0.14% 111
2017
Q2
$2.36M Hold
13,195
0.11% 130
2017
Q1
$2.28M Hold
13,195
0.1% 133
2016
Q4
$2.17M Buy
13,195
+2
+0% +$329 0.1% 132
2016
Q3
$2.4M Buy
13,193
+768
+6% +$140K 0.12% 127
2016
Q2
$2.05M Hold
12,425
0.1% 131
2016
Q1
$2.37M Sell
12,425
-700
-5% -$134K 0.12% 122
2015
Q4
$2.48M Sell
13,125
-2,875
-18% -$544K 0.13% 128
2015
Q3
$2.2M Hold
16,000
0.12% 133
2015
Q2
$3.19M Sell
16,000
-9
-0.1% -$1.79K 0.16% 117
2015
Q1
$3.34M Sell
16,009
-2,491
-13% -$519K 0.17% 113
2014
Q4
$4.22M Sell
18,500
-11,500
-38% -$2.62M 0.21% 99
2014
Q3
$6.55M Hold
30,000
0.34% 78
2014
Q2
$5.6M Hold
30,000
0.29% 83
2014
Q1
$4.57M Hold
30,000
0.24% 89
2013
Q4
$5.34M Hold
30,000
0.29% 83
2013
Q3
$4.66M Hold
30,000
0.27% 86
2013
Q2
$2.84M Buy
+30,000
New +$2.84M 0.17% 106