Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54K Buy
1,240
+1,010
+439% +$44K ﹤0.01% 496
2025
Q1
$10.9K Hold
230
﹤0.01% 818
2024
Q4
$11.2K Hold
230
﹤0.01% 489
2024
Q3
$12.6K Sell
230
-265
-54% -$14.5K ﹤0.01% 468
2024
Q2
$25.1K Sell
495
-740
-60% -$37.5K ﹤0.01% 428
2024
Q1
$71.4K Hold
1,235
0.01% 342
2023
Q4
$69K Sell
1,235
-535
-30% -$29.9K 0.01% 323
2023
Q3
$96.2K Sell
1,770
-40
-2% -$2.17K 0.01% 287
2023
Q2
$107K Sell
1,810
-1,117
-38% -$65.9K 0.01% 290
2023
Q1
$179K Hold
2,927
0.02% 257
2022
Q4
$178K Hold
2,927
0.02% 272
2022
Q3
$166K Sell
2,927
-260
-8% -$14.7K 0.02% 268
2022
Q2
$182K Sell
3,187
-240
-7% -$13.7K 0.02% 261
2022
Q1
$215K Hold
3,427
0.02% 267
2021
Q4
$198K Hold
3,427
0.02% 263
2021
Q3
$204K Hold
3,427
0.02% 252
2021
Q2
$230K Hold
3,427
0.02% 244
2021
Q1
$217K Hold
3,427
0.02% 243
2020
Q4
$203K Sell
3,427
-4,000
-54% -$237K 0.02% 239
2020
Q3
$379K Sell
7,427
-50
-0.7% -$2.55K 0.04% 191
2020
Q2
$391K Sell
7,477
-173
-2% -$9.05K 0.05% 183
2020
Q1
$355K Buy
7,650
+4,000
+110% +$186K 0.05% 174
2019
Q4
$225K Buy
3,650
+97
+3% +$5.98K 0.03% 227
2019
Q3
$206K Hold
3,553
0.03% 226
2019
Q2
$233K Buy
+3,553
New +$233K 0.03% 229
2018
Q1
Sell
-4,119
Closed -$219K 293
2017
Q4
$219K Hold
4,119
0.02% 289
2017
Q3
$208 Sell
4,119
-500
-11% -$25 0.02% 246
2017
Q2
$237K Sell
4,619
-81
-2% -$4.16K 0.03% 228
2017
Q1
$249K Sell
4,700
-162
-3% -$8.58K 0.03% 219
2016
Q4
$256K Buy
+4,862
New +$256K 0.04% 210
2016
Q3
Sell
-5,171
Closed -$256K 232
2016
Q2
$256K Sell
5,171
-26,865
-84% -$1.33M 0.04% 200
2016
Q1
$1.56M Hold
32,036
0.24% 106
2015
Q4
$1.31M Hold
32,036
0.21% 117
2015
Q3
$1.21M Hold
32,036
0.19% 124
2015
Q2
$1.37M Sell
32,036
-981
-3% -$42K 0.19% 122
2015
Q1
$1.5M Sell
33,017
-195
-0.6% -$8.87K 0.21% 123
2014
Q4
$1.45M Sell
33,212
-2,793
-8% -$122K 0.23% 116
2014
Q3
$1.42M Sell
36,005
-300
-0.8% -$11.8K 0.22% 119
2014
Q2
$1.6M Buy
36,305
+121
+0.3% +$5.32K 0.26% 106
2014
Q1
$1.49M Buy
36,184
+140
+0.4% +$5.75K 0.24% 111
2013
Q4
$1.5M Sell
36,044
-4,328
-11% -$181K 0.25% 107
2013
Q3
$1.57M Buy
40,372
+11,218
+38% +$437K 0.29% 99
2013
Q2
$1.01M Buy
+29,154
New +$1.01M 0.21% 111