Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.7K Hold
355
0.01% 160
2025
Q1
$86.5K Hold
355
0.01% 154
2024
Q4
$99.9K Sell
355
-65
-15% -$18.3K 0.01% 155
2024
Q3
$115K Hold
420
0.01% 151
2024
Q2
$126K Buy
+420
New +$126K 0.01% 143
2019
Q3
$1.12M Sell
7,658
-125
-2% -$18.2K 0.15% 58
2019
Q2
$1.28M Hold
7,783
0.18% 57
2019
Q1
$1.41M Sell
7,783
-250
-3% -$45.4K 0.2% 57
2018
Q4
$1.3M Sell
8,033
-3,670
-31% -$592K 0.2% 58
2018
Q3
$2.82M Sell
11,703
-100
-0.8% -$24.1K 0.36% 49
2018
Q2
$2.68M Buy
+11,803
New +$2.68M 0.35% 49
2017
Q4
$1.66M Hold
6,633
0.24% 56
2017
Q3
$1.5M Hold
6,633
0.22% 59
2017
Q2
$1.44M Hold
6,633
0.22% 59
2017
Q1
$1.29M Buy
6,633
+125
+2% +$24.4K 0.2% 58
2016
Q4
$1.21M Buy
6,508
+8
+0.1% +$1.49K 0.2% 56
2016
Q3
$1.14M Hold
6,500
0.2% 61
2016
Q2
$987K Hold
6,500
0.18% 61
2016
Q1
$1.06M Sell
6,500
-26,075
-80% -$4.24M 0.2% 58
2015
Q4
$4.85M Buy
+32,575
New +$4.85M 0.91% 37
2015
Q2
$6.1M Buy
+35,795
New +$6.1M 1.04% 34