Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
987
-577
-37% -$59K ﹤0.01% 1193
2025
Q1
$175K Buy
1,564
+406
+35% +$45.4K ﹤0.01% 1151
2024
Q4
$129K Buy
1,158
+300
+35% +$33.4K ﹤0.01% 1378
2024
Q3
$93K Hold
858
﹤0.01% 1330
2024
Q2
$73K Hold
858
﹤0.01% 1377
2024
Q1
$75K Hold
858
﹤0.01% 1285
2023
Q4
$71K Hold
858
﹤0.01% 1280
2023
Q3
$56K Sell
858
-1,203
-58% -$78.5K ﹤0.01% 1348
2023
Q2
$133K Sell
2,061
-342
-14% -$22.1K ﹤0.01% 1082
2023
Q1
$152K Hold
2,403
﹤0.01% 1065
2022
Q4
$116K Hold
2,403
﹤0.01% 1149
2022
Q3
$111K Sell
2,403
-357
-13% -$16.5K ﹤0.01% 1148
2022
Q2
$135K Sell
2,760
-3,984
-59% -$195K ﹤0.01% 1113
2022
Q1
$379K Hold
6,744
﹤0.01% 880
2021
Q4
$468K Hold
6,744
﹤0.01% 887
2021
Q3
$419K Sell
6,744
-6,744
-50% -$419K ﹤0.01% 902
2021
Q2
$604K Hold
13,488
﹤0.01% 1018
2021
Q1
$462K Hold
13,488
﹤0.01% 1067
2020
Q4
$2.62M Hold
13,488
﹤0.01% 997
2020
Q3
$384K Hold
13,488
﹤0.01% 1008
2020
Q2
$318K Buy
13,488
+6,744
+100% +$159K ﹤0.01% 1104
2020
Q1
$123K Sell
6,744
-14,004
-67% -$255K ﹤0.01% 1111
2019
Q4
$604K Buy
20,748
+1,491
+8% +$43.4K ﹤0.01% 1054
2019
Q3
$486K Buy
19,257
+9,867
+105% +$249K ﹤0.01% 1088
2019
Q2
$272K Buy
+9,390
New +$272K ﹤0.01% 1184
2014
Q4
Sell
-9,036
Closed -$103K 1436
2014
Q3
$103K Hold
9,036
﹤0.01% 1135
2014
Q2
$136K Hold
9,036
﹤0.01% 1132
2014
Q1
$150K Hold
9,036
﹤0.01% 1043
2013
Q4
$141K Sell
9,036
-6,399
-41% -$99.9K ﹤0.01% 1082
2013
Q3
$190K Sell
15,435
-1,821
-11% -$22.4K ﹤0.01% 988
2013
Q2
$168K Buy
+17,256
New +$168K ﹤0.01% 1031