Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Sell
16,750
-1,406
-8% -$31.7K 0.01% 661
2025
Q1
$379K Buy
18,156
+21
+0.1% +$439 0.01% 627
2024
Q4
$385K Sell
18,135
-2,215
-11% -$47.1K 0.01% 610
2024
Q3
$472K Sell
20,350
-145
-0.7% -$3.37K 0.01% 540
2024
Q2
$456K Sell
20,495
-45
-0.2% -$1K 0.01% 525
2024
Q1
$453K Sell
20,540
-1,300
-6% -$28.7K 0.01% 536
2023
Q4
$408K Sell
21,840
-105
-0.5% -$1.96K 0.01% 532
2023
Q3
$412K Sell
21,945
-200
-0.9% -$3.76K 0.01% 507
2023
Q2
$404K Sell
22,145
-380
-2% -$6.93K 0.01% 514
2023
Q1
$370K Sell
22,525
-390
-2% -$6.4K 0.01% 523
2022
Q4
$369K Sell
22,915
-7,410
-24% -$119K 0.01% 506
2022
Q3
$429K Sell
30,325
-3,965
-12% -$56.1K 0.01% 427
2022
Q2
$577K Buy
34,290
+2,615
+8% +$44K 0.02% 334
2022
Q1
$633K Sell
31,675
-565
-2% -$11.3K 0.02% 332
2021
Q4
$656K Buy
32,240
+1,515
+5% +$30.8K 0.02% 312
2021
Q3
$581K Buy
30,725
+3,950
+15% +$74.7K 0.02% 318
2021
Q2
$453K Buy
26,775
+2,580
+11% +$43.7K 0.02% 388
2021
Q1
$410K Buy
24,195
+675
+3% +$11.4K 0.02% 362
2020
Q4
$364K Buy
23,520
+1,785
+8% +$27.6K 0.02% 348
2020
Q3
$272K Buy
21,735
+3,790
+21% +$47.4K 0.01% 377
2020
Q2
$221K Sell
17,945
-6,975
-28% -$85.9K 0.01% 419
2020
Q1
$295K Buy
24,920
+1,100
+5% +$13K 0.03% 302
2019
Q4
$397K Buy
23,820
+870
+4% +$14.5K 0.03% 289
2019
Q3
$345K Sell
22,950
-5,750
-20% -$86.4K 0.03% 266
2019
Q2
$430K Buy
28,700
+10,765
+60% +$161K 0.04% 206
2019
Q1
$258K Buy
17,935
+2,400
+15% +$34.5K 0.02% 315
2018
Q4
$222K Sell
15,535
-3,835
-20% -$54.8K 0.02% 334
2018
Q3
$314K Buy
19,370
+705
+4% +$11.4K 0.03% 300
2018
Q2
$295K Buy
18,665
+865
+5% +$13.7K 0.03% 300
2018
Q1
$320K Buy
17,800
+5,235
+42% +$94.1K 0.04% 225
2017
Q4
$213K Buy
+12,565
New +$213K 0.03% 314
2016
Q4
Sell
-5,855
Closed -$87K 724
2016
Q3
$87K Buy
5,855
+2,035
+53% +$30.2K 0.01% 396
2016
Q2
$49K Buy
3,820
+615
+19% +$7.89K 0.01% 485
2016
Q1
$46K Buy
3,205
+670
+26% +$9.62K 0.01% 449
2015
Q4
$36K Hold
2,535
0.01% 426
2015
Q3
$33K Buy
2,535
+2,040
+412% +$26.6K 0.01% 423
2015
Q2
$7K Buy
495
+305
+161% +$4.31K ﹤0.01% 700
2015
Q1
$3K Buy
+190
New +$3K ﹤0.01% 744
2014
Q2
Sell
-140
Closed -$2K 937
2014
Q1
$2K Buy
+140
New +$2K ﹤0.01% 616