Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.9K Hold
2,982
0.01% 256
2025
Q1
$82.6K Hold
2,982
0.01% 232
2024
Q4
$97.3K Hold
2,982
0.01% 218
2024
Q3
$107K Buy
2,982
+121
+4% +$4.34K 0.01% 216
2024
Q2
$100K Hold
2,861
0.01% 220
2024
Q1
$86.5K Hold
2,861
0.01% 247
2023
Q4
$86.1K Hold
2,861
0.01% 240
2023
Q3
$73.5K Hold
2,861
0.01% 248
2023
Q2
$87.9K Hold
2,861
0.01% 239
2023
Q1
$84K Hold
2,861
0.01% 244
2022
Q4
$76.9K Hold
2,861
0.01% 252
2022
Q3
$71K Hold
2,861
0.01% 248
2022
Q2
$94K Sell
2,861
-143
-5% -$4.7K 0.01% 227
2022
Q1
$109K Hold
3,004
0.01% 219
2021
Q4
$113K Hold
3,004
0.01% 224
2021
Q3
$82K Hold
3,004
0.01% 243
2021
Q2
$91K Hold
3,004
0.01% 233
2021
Q1
$95K Hold
3,004
0.01% 226
2020
Q4
$74K Hold
3,004
0.01% 231
2020
Q3
$57K Hold
3,004
0.01% 231
2020
Q2
$52K Hold
3,004
0.01% 232
2020
Q1
$52K Hold
3,004
0.01% 215
2019
Q4
$62K Buy
3,004
+61
+2% +$1.26K 0.01% 224
2019
Q3
$56K Sell
2,943
-300
-9% -$5.71K 0.01% 221
2019
Q2
$67K Buy
3,243
+300
+10% +$6.2K 0.01% 207
2019
Q1
$57K Hold
2,943
0.01% 212
2018
Q4
$60K Buy
2,943
+2,743
+1,372% +$55.9K 0.01% 188
2018
Q3
$5K Sell
200
-2,743
-93% -$68.6K ﹤0.01% 425
2018
Q2
$67K Hold
2,943
0.01% 200
2018
Q1
$65K Hold
2,943
0.01% 201
2017
Q4
$62K Hold
2,943
0.01% 202
2017
Q3
$59K Hold
2,943
0.01% 197
2017
Q2
$51K Hold
2,943
0.01% 204
2017
Q1
$53K Hold
2,943
0.01% 200
2016
Q4
$44K Sell
2,943
-3,713
-56% -$55.5K 0.01% 219
2016
Q3
$103K Buy
6,656
+3,187
+92% +$49.3K 0.02% 348
2016
Q2
$44K Hold
3,469
0.01% 212
2016
Q1
$43K Hold
3,469
0.02% 212
2015
Q4
$41K Sell
3,469
-4,170
-55% -$49.3K 0.02% 210
2015
Q3
$89K Buy
7,639
+881
+13% +$10.3K 0.04% 140
2015
Q2
$92K Sell
6,758
-572
-8% -$7.79K 0.03% 138
2015
Q1
$104K Buy
7,330
+572
+8% +$8.12K 0.04% 127
2014
Q4
$123K Hold
6,758
0.05% 124
2014
Q3
$109K Buy
6,758
+1,196
+22% +$19.3K 0.05% 128
2014
Q2
$85K Buy
5,562
+4,404
+380% +$67.3K 0.04% 143
2014
Q1
$17K Sell
1,158
-1,159
-50% -$17K 0.01% 268
2013
Q4
$29K Buy
2,317
+1,159
+100% +$14.5K 0.02% 210
2013
Q3
$11K Hold
1,158
0.01% 296
2013
Q2
$13K Buy
+1,158
New +$13K 0.01% 238