Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.4K Hold
11,844
﹤0.01% 527
2025
Q1
$34.2K Hold
11,844
﹤0.01% 501
2024
Q4
$59.9K Sell
11,844
-2,538
-18% -$12.8K ﹤0.01% 588
2024
Q3
$80.8K Hold
14,382
﹤0.01% 609
2024
Q2
$66.3K Hold
14,382
0.02% 148
2024
Q1
$35.1K Hold
14,382
﹤0.01% 551
2023
Q4
$33.1K Hold
14,382
﹤0.01% 550
2023
Q3
$35.2K Hold
14,382
﹤0.01% 497
2023
Q2
$32.4K Buy
+14,382
New +$32.4K ﹤0.01% 529
2023
Q1
Sell
-13,942
Closed -$28.3K 511
2022
Q4
$28.3K Sell
13,942
-1,325
-9% -$2.69K ﹤0.01% 507
2022
Q3
$23K Sell
15,267
-1,300
-8% -$1.96K ﹤0.01% 479
2022
Q2
$48K Sell
16,567
-1,700
-9% -$4.93K ﹤0.01% 509
2022
Q1
$82K Sell
18,267
-3,837
-17% -$17.2K 0.01% 518
2021
Q4
$118K Buy
22,104
+1,035
+5% +$5.53K 0.01% 499
2021
Q3
$141K Sell
21,069
-382
-2% -$2.56K 0.01% 479
2021
Q2
$118K Sell
21,451
-1,528
-7% -$8.41K 0.01% 459
2021
Q1
$124K Buy
22,979
+300
+1% +$1.62K 0.01% 473
2020
Q4
$76K Sell
22,679
-1,134
-5% -$3.8K 0.01% 442
2020
Q3
$31K Sell
23,813
-1,800
-7% -$2.34K 0.01% 244
2020
Q2
$35K Buy
25,613
+621
+2% +$849 ﹤0.01% 413
2020
Q1
$37K Sell
24,992
-6,558
-21% -$9.71K 1% 27
2019
Q4
$201K Sell
31,550
-280
-0.9% -$1.78K 0.03% 383
2019
Q3
$280K Sell
31,830
-1,941
-6% -$17.1K 0.05% 292
2019
Q2
$319K Sell
33,771
-666
-2% -$6.29K 0.06% 260
2019
Q1
$362K Sell
34,437
-6,245
-15% -$65.6K 0.08% 234
2018
Q4
$471K Hold
40,682
0.12% 169
2018
Q3
$638K Buy
+40,682
New +$638K 0.14% 150
2018
Q2
Sell
-41,054
Closed -$704K 349
2018
Q1
$704K Sell
41,054
-986
-2% -$16.9K 0.18% 127
2017
Q4
$705K Sell
42,040
-3,393
-7% -$56.9K 0.18% 127
2017
Q3
$672K Buy
45,433
+276
+0.6% +$4.08K 0.17% 128
2017
Q2
$609K Sell
45,157
-7,489
-14% -$101K 0.11% 132
2017
Q1
$748K Buy
52,646
+3,736
+8% +$53.1K 0.23% 106
2016
Q4
$782K Sell
48,910
-2,098
-4% -$33.5K 0.26% 96
2016
Q3
$791K Sell
51,008
-5,754
-10% -$89.2K 0.06% 92
2016
Q2
$1.03M Sell
56,762
-7,558
-12% -$137K 0.4% 64
2016
Q1
$1.07M Sell
64,320
-591
-0.9% -$9.83K 0.42% 59
2015
Q4
$1.26M Sell
64,911
-2,089
-3% -$40.6K 0.52% 50
2015
Q3
$1.03M Buy
67,000
+1,000
+2% +$15.4K 0.86% 28
2015
Q2
$1.18M Sell
66,000
-3,584
-5% -$64K 0.49% 51
2015
Q1
$1.67M Sell
69,584
-8,011
-10% -$192K 0.71% 36
2014
Q4
$1.83M Sell
77,595
-2,429
-3% -$57.4K 0.8% 27
2014
Q3
$1.33M Buy
80,024
+4,805
+6% +$79.9K 0.47% 53
2014
Q2
$1.06M Buy
75,219
+16,957
+29% +$239K 0.33% 82
2014
Q1
$875K Buy
+58,262
New +$875K 0.3% 85