Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Sell
2,959
-1,806
-38% -$115K ﹤0.01% 888
2025
Q1
$247K Buy
4,765
+757
+19% +$39.2K ﹤0.01% 953
2024
Q4
$212K Buy
4,008
+1,419
+55% +$75.1K ﹤0.01% 1096
2024
Q3
$109K Hold
2,589
﹤0.01% 1235
2024
Q2
$152K Buy
2,589
+338
+15% +$19.8K ﹤0.01% 962
2024
Q1
$139K Hold
2,251
﹤0.01% 978
2023
Q4
$154K Sell
2,251
-105
-4% -$7.18K ﹤0.01% 899
2023
Q3
$131K Sell
2,356
-6,057
-72% -$337K ﹤0.01% 914
2023
Q2
$540K Sell
8,413
-586
-7% -$37.6K ﹤0.01% 749
2023
Q1
$461K Sell
8,999
-640
-7% -$32.8K ﹤0.01% 792
2022
Q4
$345K Hold
9,639
﹤0.01% 823
2022
Q3
$245K Hold
9,639
﹤0.01% 908
2022
Q2
$207K Buy
9,639
+5,684
+144% +$122K ﹤0.01% 977
2022
Q1
$126K Hold
3,955
﹤0.01% 1127
2021
Q4
$116K Hold
3,955
﹤0.01% 1156
2021
Q3
$88K Sell
3,955
-3,955
-50% -$88K ﹤0.01% 1186
2021
Q2
$188K Hold
7,910
﹤0.01% 1179
2021
Q1
$154K Hold
7,910
﹤0.01% 1208
2020
Q4
$760K Hold
7,910
﹤0.01% 1172
2020
Q3
$108K Hold
7,910
﹤0.01% 1178
2020
Q2
$120K Buy
7,910
+5,741
+265% +$87.1K ﹤0.01% 1200
2020
Q1
$24K Sell
2,169
-55,137
-96% -$610K ﹤0.01% 1241
2019
Q4
$789K Hold
57,306
0.01% 970
2019
Q3
$752K Sell
57,306
-25,746
-31% -$338K 0.01% 965
2019
Q2
$1M Sell
83,052
-58,955
-42% -$710K 0.01% 846
2019
Q1
$1.48M Hold
142,007
0.01% 718
2018
Q4
$1.09M Sell
142,007
-56,929
-29% -$437K 0.01% 726
2018
Q3
$2.17M Buy
198,936
+60,367
+44% +$658K 0.02% 651
2018
Q2
$1.74M Buy
138,569
+40,817
+42% +$512K 0.02% 641
2018
Q1
$1.31M Hold
97,752
0.01% 693
2017
Q4
$1.39M Hold
97,752
0.01% 696
2017
Q3
$1.31M Sell
97,752
-49,625
-34% -$662K 0.01% 721
2017
Q2
$1.69M Hold
147,377
0.02% 634
2017
Q1
$1.94M Sell
147,377
-12,305
-8% -$162K 0.02% 660
2016
Q4
$2.2M Buy
159,682
+47,047
+42% +$648K 0.02% 606
2016
Q3
$1.41M Sell
112,635
-9,438
-8% -$118K 0.02% 656
2016
Q2
$1.48M Sell
122,073
-49,942
-29% -$603K 0.02% 607
2016
Q1
$2.37M Buy
+172,015
New +$2.37M 0.04% 457