Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
2,451
-66
-3% -$6.34K 0.02% 315
2025
Q1
$253K Sell
2,517
-300
-11% -$30.1K 0.02% 302
2024
Q4
$251K Sell
2,817
-66
-2% -$5.88K 0.02% 306
2024
Q3
$252K Hold
2,883
0.02% 304
2024
Q2
$205K Hold
2,883
0.02% 319
2024
Q1
$213K Hold
2,883
0.02% 322
2023
Q4
$209K Sell
2,883
-79
-3% -$5.72K 0.02% 321
2023
Q3
$222K Hold
2,962
0.02% 305
2023
Q2
$242K Hold
2,962
0.02% 304
2023
Q1
$256K Sell
2,962
-300
-9% -$25.9K 0.02% 306
2022
Q4
$290K Hold
3,262
0.02% 294
2022
Q3
$263K Hold
3,262
0.02% 299
2022
Q2
$295K Hold
3,262
0.03% 303
2022
Q1
$306K Hold
3,262
0.02% 313
2021
Q4
$290K Hold
3,262
0.02% 334
2021
Q3
$264K Sell
3,262
-191
-6% -$15.5K 0.02% 344
2021
Q2
$277K Hold
3,453
0.02% 338
2021
Q1
$281K Hold
3,453
0.02% 321
2020
Q4
$270K Buy
3,453
+191
+6% +$14.9K 0.02% 321
2020
Q3
$258K Hold
3,262
0.02% 307
2020
Q2
$230K Hold
3,262
0.02% 325
2020
Q1
$237K Hold
3,262
0.02% 309
2019
Q4
$250K Sell
3,262
-100
-3% -$7.66K 0.02% 326
2019
Q3
$269K Hold
3,362
0.03% 315
2019
Q2
$253K Hold
3,362
0.02% 336
2019
Q1
$247K Sell
3,362
-100
-3% -$7.35K 0.02% 343
2018
Q4
$226K Sell
3,462
-1,949
-36% -$127K 0.03% 331
2018
Q3
$342K Hold
5,411
0.03% 305
2018
Q2
$330K Sell
5,411
-569
-10% -$34.7K 0.03% 297
2018
Q1
$338K Buy
5,980
+569
+11% +$32.2K 0.03% 284
2017
Q4
$319K Sell
5,411
-55
-1% -$3.24K 0.03% 260
2017
Q3
$316K Sell
5,466
-21,543
-80% -$1.25M 0.03% 268
2017
Q2
$1.48M Buy
27,009
+982
+4% +$53.7K 0.17% 119
2017
Q1
$1.42M Buy
26,027
+669
+3% +$36.5K 0.16% 117
2016
Q4
$1.33M Buy
25,358
+604
+2% +$31.7K 0.15% 131
2016
Q3
$1.22M Hold
24,754
0.13% 133
2016
Q2
$1.33M Buy
24,754
+562
+2% +$30.1K 0.15% 125
2016
Q1
$1.21M Buy
+24,192
New +$1.21M 0.14% 135