Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9K Sell
410
-500
-55% -$11K ﹤0.01% 282
2025
Q1
$21K Hold
910
﹤0.01% 221
2024
Q4
$18K Sell
910
-1,350
-60% -$26.7K ﹤0.01% 220
2024
Q3
$53K Hold
2,260
0.01% 163
2024
Q2
$70K Hold
2,260
0.01% 156
2024
Q1
$100K Sell
2,260
-300
-12% -$13.3K 0.02% 142
2023
Q4
$129K Buy
2,560
+2,300
+885% +$116K 0.02% 114
2023
Q3
$9K Hold
260
﹤0.01% 218
2023
Q2
$9K Hold
260
﹤0.01% 218
2023
Q1
$8K Sell
260
-220
-46% -$6.77K ﹤0.01% 232
2022
Q4
$13K Hold
480
﹤0.01% 238
2022
Q3
$12K Hold
480
﹤0.01% 232
2022
Q2
$18K Sell
480
-7
-1% -$263 ﹤0.01% 211
2022
Q1
$24K Sell
487
-4
-0.8% -$197 ﹤0.01% 216
2021
Q4
$25K Sell
491
-6
-1% -$305 ﹤0.01% 197
2021
Q3
$26K Hold
497
0.01% 179
2021
Q2
$28K Hold
497
0.01% 188
2021
Q1
$32K Buy
497
+277
+126% +$17.8K 0.01% 170
2020
Q4
$11K Hold
220
﹤0.01% 235
2020
Q3
$11K Hold
220
﹤0.01% 233
2020
Q2
$13K Hold
220
﹤0.01% 235
2020
Q1
$12K Hold
220
﹤0.01% 233
2019
Q4
$13K Sell
220
-3,833
-95% -$226K ﹤0.01% 248
2019
Q3
$209K Hold
4,053
0.06% 87
2019
Q2
$194K Buy
4,053
+3,833
+1,742% +$183K 0.06% 87
2019
Q1
$12K Hold
220
﹤0.01% 209
2018
Q4
$10K Hold
220
﹤0.01% 208
2018
Q3
$10K Hold
220
﹤0.01% 220
2018
Q2
$11K Sell
220
-1,500
-87% -$75K ﹤0.01% 213
2018
Q1
$90K Sell
1,720
-104
-6% -$5.44K 0.04% 85
2017
Q4
$84K Hold
1,824
0.03% 86
2017
Q3
$69K Buy
1,824
+220
+14% +$8.32K 0.03% 87
2017
Q2
$54K Sell
1,604
-1,346
-46% -$45.3K 0.03% 92
2017
Q1
$106K Hold
2,950
0.05% 71
2016
Q4
$107K Sell
2,950
-396
-12% -$14.4K 0.06% 70
2016
Q3
$126K Buy
3,346
+200
+6% +$7.53K 0.07% 65
2016
Q2
$103K Hold
3,146
0.06% 76
2016
Q1
$102K Buy
3,146
+850
+37% +$27.6K 0.06% 64
2015
Q4
$79K Buy
2,296
+1,703
+287% +$58.6K 0.05% 69
2015
Q3
$18K Sell
593
-212
-26% -$6.44K 0.01% 121
2015
Q2
$24K Buy
805
+212
+36% +$6.32K 0.01% 125
2015
Q1
$19K Buy
+593
New +$19K 0.01% 135