Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Hold
2,887
0.01% 404
2025
Q1
$217K Buy
2,887
+14
+0.5% +$1.05K 0.01% 386
2024
Q4
$220K Sell
2,873
-68
-2% -$5.21K 0.01% 379
2024
Q3
$230K Hold
2,941
0.01% 385
2024
Q2
$210K Hold
2,941
0.01% 375
2024
Q1
$239K Hold
2,941
0.01% 371
2023
Q4
$215K Sell
2,941
-600
-17% -$43.9K 0.01% 380
2023
Q3
$234K Hold
3,541
0.01% 366
2023
Q2
$263K Hold
3,541
0.01% 356
2023
Q1
$273K Hold
3,541
0.01% 346
2022
Q4
$271K Hold
3,541
0.01% 345
2022
Q3
$250K Hold
3,541
0.01% 341
2022
Q2
$300K Sell
3,541
-384
-10% -$32.5K 0.02% 327
2022
Q1
$320K Sell
3,925
-350
-8% -$28.5K 0.01% 340
2021
Q4
$336K Buy
4,275
+925
+28% +$72.7K 0.02% 340
2021
Q3
$263K Hold
3,350
0.01% 372
2021
Q2
$260K Sell
3,350
-732
-18% -$56.8K 0.01% 383
2021
Q1
$321K Buy
4,082
+30
+0.7% +$2.36K 0.02% 343
2020
Q4
$301K Sell
4,052
-12
-0.3% -$891 0.01% 336
2020
Q3
$253K Buy
+4,064
New +$253K 0.02% 313
2020
Q1
Sell
-3,419
Closed -$292K 423
2019
Q4
$292K Hold
3,419
0.02% 319
2019
Q3
$271K Sell
3,419
-976
-22% -$77.4K 0.01% 349
2019
Q2
$311K Hold
4,395
0.02% 332
2019
Q1
$293K Hold
4,395
0.01% 336
2018
Q4
$275K Hold
4,395
0.01% 340
2018
Q3
$322K Sell
4,395
-200
-4% -$14.7K 0.01% 338
2018
Q2
$314K Hold
4,595
0.01% 317
2018
Q1
$276K Hold
4,595
0.01% 327
2017
Q4
$279K Buy
+4,595
New +$279K 0.01% 323
2017
Q3
Sell
-4,595
Closed -$231K 365
2017
Q2
$231K Hold
4,595
0.01% 310
2017
Q1
$239K Hold
4,595
0.01% 339
2016
Q4
$254K Hold
4,595
0.01% 328
2016
Q3
$225K Hold
4,595
0.01% 344
2016
Q2
$233K Sell
4,595
-400
-8% -$20.3K 0.01% 351
2016
Q1
$233K Sell
4,995
-191
-4% -$8.91K 0.01% 313
2015
Q4
$212K Sell
5,186
-609
-11% -$24.9K 0.01% 334
2015
Q3
$225K Sell
5,795
-100
-2% -$3.88K 0.01% 314
2015
Q2
$212K Sell
5,895
-563
-9% -$20.2K 0.01% 333
2015
Q1
$243K Sell
6,458
-14
-0.2% -$527 0.01% 322
2014
Q4
$256K Buy
6,472
+266
+4% +$10.5K 0.01% 315
2014
Q3
$235K Sell
6,206
-308
-5% -$11.7K 0.01% 331
2014
Q2
$243K Hold
6,514
0.01% 329
2014
Q1
$235K Hold
6,514
0.01% 325
2013
Q4
$235K Buy
6,514
+94
+1% +$3.39K 0.01% 306
2013
Q3
$204K Sell
6,420
-200
-3% -$6.36K 0.01% 314
2013
Q2
$226K Buy
+6,620
New +$226K 0.01% 312