Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$206K Hold
336
0.01% 360
2024
Q4
$211K Hold
336
0.01% 370
2024
Q3
$209K Sell
336
-151
-31% -$93.8K 0.01% 374
2024
Q2
$320K Sell
487
-40
-8% -$26.3K 0.01% 320
2024
Q1
$343K Buy
527
+50
+10% +$32.5K 0.02% 316
2023
Q4
$298K Sell
477
-34
-7% -$21.3K 0.01% 319
2023
Q3
$261K Buy
511
+45
+10% +$23K 0.01% 317
2023
Q2
$214K Sell
466
-12
-3% -$5.5K 0.01% 342
2023
Q1
$213K Buy
478
+12
+3% +$5.35K 0.01% 333
2022
Q4
$181K Hold
466
0.01% 347
2022
Q3
$180K Hold
466
0.01% 334
2022
Q2
$180K Hold
466
0.01% 337
2022
Q1
$224K Hold
466
0.01% 323
2021
Q4
$300K Hold
466
0.01% 305
2021
Q3
$251K Hold
466
0.01% 316
2021
Q2
$228K Hold
466
0.01% 324
2021
Q1
$178K Sell
466
-13
-3% -$4.97K 0.01% 335
2020
Q4
$182K Sell
479
-131
-21% -$49.8K 0.01% 325
2020
Q3
$199K Sell
610
-44
-7% -$14.4K 0.01% 301
2020
Q2
$194K Hold
654
0.01% 293
2020
Q1
$150K Sell
654
-39
-6% -$8.95K 0.01% 300
2019
Q4
$182K Sell
693
-104
-13% -$27.3K 0.01% 301
2019
Q3
$211K Buy
797
+59
+8% +$15.6K 0.02% 293
2019
Q2
$193K Hold
738
0.02% 297
2019
Q1
$193K Sell
738
-70
-9% -$18.3K 0.02% 293
2018
Q4
$159K Sell
808
-100
-11% -$19.7K 0.02% 300
2018
Q3
$207K Hold
908
0.02% 303
2018
Q2
$186K Sell
908
-595
-40% -$122K 0.02% 307
2018
Q1
$260K Sell
1,503
-140
-9% -$24.2K 0.02% 276
2017
Q4
$259K Sell
1,643
-350
-18% -$55.2K 0.02% 270
2017
Q3
$284K Sell
1,993
-26
-1% -$3.71K 0.03% 265
2017
Q2
$268K Sell
2,019
-145
-7% -$19.2K 0.03% 266
2017
Q1
$251K Buy
2,164
+800
+59% +$92.8K 0.03% 268
2016
Q4
$157K Hold
1,364
0.02% 303
2016
Q3
$150K Hold
1,364
0.02% 310
2016
Q2
$152K Hold
1,364
0.02% 313
2016
Q1
$142K Sell
1,364
-425
-24% -$44.2K 0.02% 311
2015
Q4
$173K Sell
1,789
-129
-7% -$12.5K 0.02% 293
2015
Q3
$170K Buy
1,918
+95
+5% +$8.42K 0.02% 294
2015
Q2
$184K Sell
1,823
-27
-1% -$2.73K 0.02% 299
2015
Q1
$180K Hold
1,850
0.02% 295
2014
Q4
$171K Sell
1,850
-525
-22% -$48.5K 0.02% 277
2014
Q3
$208K Hold
2,375
0.03% 271
2014
Q2
$191K Sell
2,375
-175
-7% -$14.1K 0.02% 275
2014
Q1
$198K Hold
2,550
0.03% 256
2013
Q4
$195K Hold
2,550
0.03% 259
2013
Q3
$169K Sell
2,550
-112
-4% -$7.42K 0.03% 260
2013
Q2
$163K Buy
+2,662
New +$163K 0.03% 255