Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.99K Hold
100
﹤0.01% 71
2025
Q1
$3.38K Hold
100
﹤0.01% 72
2024
Q4
$2.96K Hold
100
﹤0.01% 74
2024
Q3
$3.14K Hold
100
﹤0.01% 73
2024
Q2
$3.61K Hold
100
﹤0.01% 75
2024
Q1
$3.77K Sell
100
-700
-88% -$26.4K ﹤0.01% 73
2023
Q4
$28.3K Hold
800
0.01% 62
2023
Q3
$31K Hold
800
0.02% 61
2023
Q2
$28.2K Hold
800
0.01% 62
2023
Q1
$30.4K Sell
800
-200
-20% -$7.59K 0.02% 62
2022
Q4
$34.9K Hold
1,000
0.02% 60
2022
Q3
$29K Hold
1,000
0.02% 59
2022
Q2
$28K Sell
1,000
-600
-38% -$16.8K 0.02% 61
2022
Q1
$47K Hold
1,600
0.02% 58
2021
Q4
$43K Hold
1,600
0.02% 62
2021
Q3
$44K Sell
1,600
-68,510
-98% -$1.88M 0.02% 61
2021
Q2
$1.85M Buy
70,110
+400
+0.6% +$10.6K 0.83% 25
2021
Q1
$1.7M Sell
69,710
-150
-0.2% -$3.65K 0.84% 27
2020
Q4
$1.43M Sell
69,860
-5,642
-7% -$116K 0.79% 27
2020
Q3
$1.32M Sell
75,502
-10,800
-13% -$189K 0.87% 23
2020
Q2
$2.01M Sell
86,302
-700
-0.8% -$16.3K 1.37% 20
2020
Q1
$2.12M Hold
87,002
1.74% 20
2019
Q4
$3.28M Sell
87,002
-2,815
-3% -$106K 2.02% 18
2019
Q3
$3.41M Sell
89,817
-1,006
-1% -$38.2K 2.21% 17
2019
Q2
$3.73M Sell
90,823
-1,119
-1% -$45.9K 2.48% 16
2019
Q1
$3.95M Sell
91,942
-2,380
-3% -$102K 2.62% 17
2018
Q4
$3.47M Sell
94,322
-3,153
-3% -$116K 2.44% 17
2018
Q3
$4.29M Buy
97,475
+1,304
+1% +$57.4K 2.54% 17
2018
Q2
$4.13M Sell
96,171
-1,676
-2% -$72K 2.53% 17
2018
Q1
$3.69M Sell
97,847
-2,567
-3% -$96.7K 2.27% 17
2017
Q4
$3.86M Sell
100,414
-1,177
-1% -$45.3K 2.29% 18
2017
Q3
$3.52M Sell
101,591
-789
-0.8% -$27.3K 2.23% 19
2017
Q2
$3.15M Sell
102,380
-1,706
-2% -$52.4K 2.08% 17
2017
Q1
$3.13M Buy
104,086
+9,110
+10% +$274K 2.09% 18
2016
Q4
$3.04M Buy
94,976
+13,308
+16% +$426K 2.1% 19
2016
Q3
$2.42M Sell
81,668
-32,683
-29% -$967K 1.88% 19
2016
Q2
$3.42M Hold
114,351
2.73% 12
2016
Q1
$2.9M Sell
114,351
-476
-0.4% -$12.1K 2.33% 15
2015
Q4
$3.02M Sell
114,827
-5,645
-5% -$148K 2.27% 15
2015
Q3
$3.1M Sell
120,472
-1,010
-0.8% -$26K 2.44% 14
2015
Q2
$4.09M Sell
121,482
-1,360
-1% -$45.7K 3.05% 12
2015
Q1
$3.99M Sell
122,842
-1,988
-2% -$64.5K 2.97% 13
2014
Q4
$3.95M Sell
124,830
-206
-0.2% -$6.52K 2.8% 13
2014
Q3
$4.5M Buy
125,036
+1,528
+1% +$54.9K 3.32% 10
2014
Q2
$5.33M Sell
123,508
-204
-0.2% -$8.8K 3.97% 9
2014
Q1
$4.87M Sell
123,712
-306
-0.2% -$12K 3.82% 9
2013
Q4
$4.93M Buy
+124,018
New +$4.93M 3.81% 8