Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.7K Buy
+436
New +$16.7K ﹤0.01% 686
2024
Q2
Sell
-532
Closed -$22.8K 694
2024
Q1
$22.8K Buy
532
+40
+8% +$1.72K ﹤0.01% 441
2023
Q4
$18.2K Hold
492
﹤0.01% 429
2023
Q3
$17.8K Hold
492
﹤0.01% 417
2023
Q2
$17.5K Hold
492
﹤0.01% 428
2023
Q1
$17.5K Hold
492
﹤0.01% 454
2022
Q4
$17.3K Buy
+492
New +$17.3K ﹤0.01% 486
2022
Q3
Sell
-892
Closed -$49K 703
2022
Q2
$49K Buy
892
+120
+16% +$6.59K ﹤0.01% 403
2022
Q1
$42K Hold
772
﹤0.01% 451
2021
Q4
$43K Hold
772
﹤0.01% 417
2021
Q3
$37K Buy
+772
New +$37K ﹤0.01% 382
2020
Q4
Sell
-1,900
Closed -$90K 339
2020
Q3
$90K Buy
+1,900
New +$90K 0.01% 254
2017
Q1
Sell
-11,910
Closed -$574K 250
2016
Q4
$574K Sell
11,910
-19,798
-62% -$954K 0.08% 158
2016
Q3
$1.71M Sell
31,708
-2,475
-7% -$133K 0.26% 100
2016
Q2
$1.85M Sell
34,183
-469
-1% -$25.4K 0.28% 95
2016
Q1
$1.76M Sell
34,652
-5,500
-14% -$279K 0.27% 99
2015
Q4
$2.03M Sell
40,152
-9,516
-19% -$480K 0.32% 96
2015
Q3
$2.39M Sell
49,668
-8
-0% -$384 0.36% 93
2015
Q2
$2.59M Buy
49,676
+8,160
+20% +$425K 0.36% 89
2015
Q1
$2.4M Sell
41,516
-492
-1% -$28.4K 0.34% 91
2014
Q4
$2.24M Buy
42,008
+3,420
+9% +$183K 0.35% 86
2014
Q3
$2.22M Buy
38,588
+2,206
+6% +$127K 0.34% 89
2014
Q2
$2.43M Buy
36,382
+796
+2% +$53.2K 0.4% 83
2014
Q1
$2.38M Buy
35,586
+196
+0.6% +$13.1K 0.38% 88
2013
Q4
$2.36M Buy
35,390
+1,718
+5% +$115K 0.39% 82
2013
Q3
$2.11M Buy
33,672
+2,240
+7% +$140K 0.39% 83
2013
Q2
$1.96M Buy
+31,432
New +$1.96M 0.42% 76