Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.5K Buy
3,086
+153
+5% +$3.35K ﹤0.01% 720
2025
Q1
$57.5K Buy
2,933
+469
+19% +$9.19K ﹤0.01% 732
2024
Q4
$38.6K Buy
2,464
+308
+14% +$4.83K ﹤0.01% 843
2024
Q3
$39.2K Buy
2,156
+332
+18% +$6.03K ﹤0.01% 841
2024
Q2
$31.3K Buy
1,824
+593
+48% +$10.2K ﹤0.01% 870
2024
Q1
$20.3K Buy
1,231
+794
+182% +$13.1K ﹤0.01% 919
2023
Q4
$6.56K Buy
+437
New +$6.56K ﹤0.01% 1048
2019
Q2
Sell
-18,900
Closed -$229K 388
2019
Q1
$229K Hold
18,900
0.03% 340
2018
Q4
$201K Hold
18,900
0.03% 342
2018
Q3
$245K Sell
18,900
-1,350
-7% -$17.5K 0.03% 332
2018
Q2
$290K Hold
20,250
0.04% 308
2018
Q1
$343K Sell
20,250
-1,500
-7% -$25.4K 0.04% 282
2017
Q4
$402K Sell
21,750
-700
-3% -$12.9K 0.04% 298
2017
Q3
$414K Hold
22,450
0.05% 300
2017
Q2
$390K Sell
22,450
-1,200
-5% -$20.8K 0.04% 315
2017
Q1
$357K Sell
23,650
-1,722
-7% -$26K 0.04% 323
2016
Q4
$358K Sell
25,372
-150
-0.6% -$2.12K 0.04% 317
2016
Q3
$315K Sell
25,522
-2,350
-8% -$29K 0.04% 338
2016
Q2
$288K Sell
27,872
-400
-1% -$4.13K 0.04% 356
2016
Q1
$337K Sell
28,272
-83
-0.3% -$989 0.04% 327
2015
Q4
$382K Sell
28,355
-378
-1% -$5.09K 0.05% 316
2015
Q3
$406K Sell
28,733
-400
-1% -$5.65K 0.05% 307
2015
Q2
$483K Sell
29,133
-1,250
-4% -$20.7K 0.06% 304
2015
Q1
$444K Sell
30,383
-400
-1% -$5.85K 0.05% 318
2014
Q4
$399K Buy
30,783
+500
+2% +$6.48K 0.05% 324
2014
Q3
$430K Buy
30,283
+16,533
+120% +$235K 0.05% 322
2014
Q2
$193K Hold
13,750
0.02% 394
2014
Q1
$196K Sell
13,750
-600
-4% -$8.55K 0.03% 388
2013
Q4
$201K Hold
14,350
0.03% 388
2013
Q3
$163K Sell
14,350
-500
-3% -$5.68K 0.02% 364
2013
Q2
$135K Buy
+14,850
New +$135K 0.02% 342