Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Hold
29,100
﹤0.01% 1456
2025
Q1
$417K Hold
29,100
﹤0.01% 1494
2024
Q4
$662K Hold
29,100
﹤0.01% 1416
2024
Q3
$866K Hold
29,100
﹤0.01% 1403
2024
Q2
$1.14M Hold
29,100
﹤0.01% 1353
2024
Q1
$1.54M Hold
29,100
﹤0.01% 1294
2023
Q4
$1.64M Hold
29,100
﹤0.01% 1281
2023
Q3
$1.34M Hold
29,100
﹤0.01% 1270
2023
Q2
$1.36M Hold
29,100
﹤0.01% 1289
2023
Q1
$1.31M Hold
29,100
﹤0.01% 1297
2022
Q4
$1.33M Sell
29,100
-1,427
-5% -$65K ﹤0.01% 1340
2022
Q3
$1.11M Sell
30,527
-989
-3% -$35.9K ﹤0.01% 1394
2022
Q2
$953K Hold
31,516
﹤0.01% 1495
2022
Q1
$1.45K Hold
31,516
﹤0.01% 1457
2021
Q4
$1.24M Hold
31,516
﹤0.01% 1516
2021
Q3
$1.27M Sell
31,516
-529
-2% -$21.3K ﹤0.01% 1530
2021
Q2
$1.54M Buy
32,045
+2,133
+7% +$102K ﹤0.01% 1497
2021
Q1
$1.3M Sell
29,912
-385
-1% -$16.7K ﹤0.01% 1331
2020
Q4
$888K Buy
30,297
+11,610
+62% +$340K ﹤0.01% 1341
2020
Q3
$363K Hold
18,687
﹤0.01% 1481
2020
Q2
$439K Sell
18,687
-296
-2% -$6.95K ﹤0.01% 1377
2020
Q1
$311K Hold
18,983
﹤0.01% 1367
2019
Q4
$520K Hold
18,983
﹤0.01% 1391
2019
Q3
$333K Hold
18,983
﹤0.01% 1459
2019
Q2
$391K Hold
18,983
﹤0.01% 1402
2019
Q1
$689K Buy
18,983
+973
+5% +$35.3K ﹤0.01% 1267
2018
Q4
$464K Buy
18,010
+410
+2% +$10.6K ﹤0.01% 1300
2018
Q3
$565K Buy
17,600
+110
+0.6% +$3.53K ﹤0.01% 1298
2018
Q2
$446K Hold
17,490
﹤0.01% 1395
2018
Q1
$376K Sell
17,490
-2,330
-12% -$50.1K ﹤0.01% 1478
2017
Q4
$701K Buy
19,820
+320
+2% +$11.3K ﹤0.01% 1347
2017
Q3
$885K Buy
+19,500
New +$885K ﹤0.01% 1252