Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Sell
23,250
-42
-0.2% -$3.63K 0.01% 339
2025
Q1
$1.21M Buy
23,292
+54
+0.2% +$2.81K 0.01% 406
2024
Q4
$1.28M Buy
23,238
+28
+0.1% +$1.54K 0.01% 391
2024
Q3
$1.55M Hold
23,210
0.01% 361
2024
Q2
$1.29M Sell
23,210
-464
-2% -$25.7K 0.01% 380
2024
Q1
$1.21M Sell
23,674
-268
-1% -$13.7K 0.01% 391
2023
Q4
$1.09M Buy
23,942
+39
+0.2% +$1.77K 0.01% 393
2023
Q3
$984K Hold
23,903
0.01% 390
2023
Q2
$1.06M Hold
23,903
0.01% 388
2023
Q1
$943K Hold
23,903
0.01% 387
2022
Q4
$714K Hold
23,903
0.01% 420
2022
Q3
$636K Sell
23,903
-1,331
-5% -$35.4K 0.01% 420
2022
Q2
$573K Buy
25,234
+21,954
+669% +$499K 0.01% 451
2022
Q1
$88K Hold
3,280
﹤0.01% 884
2021
Q4
$52K Buy
3,280
+501
+18% +$7.94K ﹤0.01% 1063
2021
Q3
$47K Hold
2,779
﹤0.01% 995
2021
Q2
$58K Hold
2,779
﹤0.01% 895
2021
Q1
$59K Hold
2,779
﹤0.01% 796
2020
Q4
$47K Hold
2,779
﹤0.01% 831
2020
Q3
$24K Hold
2,779
﹤0.01% 984
2020
Q2
$28K Hold
2,779
﹤0.01% 919
2020
Q1
$23K Buy
2,779
+2,500
+896% +$20.7K ﹤0.01% 989
2019
Q4
$6K Hold
279
﹤0.01% 1471
2019
Q3
$6K Sell
279
-100
-26% -$2.15K ﹤0.01% 1339
2019
Q2
$10K Buy
379
+100
+36% +$2.64K ﹤0.01% 1310
2019
Q1
$7K Hold
279
﹤0.01% 1327
2018
Q4
$6K Sell
279
-194
-41% -$4.17K ﹤0.01% 1381
2018
Q3
$14K Buy
473
+194
+70% +$5.74K ﹤0.01% 1307
2018
Q2
$7K Hold
279
﹤0.01% 1372
2018
Q1
$7K Sell
279
-1,543
-85% -$38.7K ﹤0.01% 1375
2017
Q4
$44K Buy
1,822
+1,543
+553% +$37.3K ﹤0.01% 1008
2017
Q3
$7K Hold
279
﹤0.01% 1400
2017
Q2
$5K Buy
+279
New +$5K ﹤0.01% 1375
2016
Q2
Sell
-25
Closed 1500
2016
Q1
$0 Buy
+25
New ﹤0.01% 1718
2015
Q3
Sell
-25
Closed 1716
2015
Q2
$0 Hold
25
﹤0.01% 1771
2015
Q1
$0 Hold
25
﹤0.01% 1729
2014
Q4
$0 Buy
+25
New ﹤0.01% 1730
2014
Q1
Sell
-25
Closed 1185
2013
Q4
$0 Hold
25
﹤0.01% 1710
2013
Q3
$0 Hold
25
﹤0.01% 1740
2013
Q2
$0 Buy
+25
New ﹤0.01% 1723