Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
55,500
+3,900
+8% +$24.4K ﹤0.01% 1454
2025
Q1
$250K Hold
51,600
﹤0.01% 1455
2024
Q4
$321K Hold
51,600
﹤0.01% 1357
2024
Q3
$263K Hold
51,600
﹤0.01% 1482
2024
Q2
$326K Buy
51,600
+5,300
+11% +$33.4K ﹤0.01% 1416
2024
Q1
$298K Sell
46,300
-2,900
-6% -$18.7K ﹤0.01% 1436
2023
Q4
$409K Sell
49,200
-2,600
-5% -$21.6K ﹤0.01% 1361
2023
Q3
$317K Hold
51,800
﹤0.01% 1441
2023
Q2
$387K Buy
51,800
+4,000
+8% +$29.9K ﹤0.01% 1384
2023
Q1
$362K Hold
47,800
﹤0.01% 1451
2022
Q4
$431K Sell
47,800
-12,600
-21% -$114K ﹤0.01% 1380
2022
Q3
$443K Hold
60,400
﹤0.01% 1373
2022
Q2
$588K Buy
60,400
+1,900
+3% +$18.5K ﹤0.01% 1271
2022
Q1
$677K Buy
58,500
+11,300
+24% +$131K ﹤0.01% 1301
2021
Q4
$471K Buy
47,200
+8,200
+21% +$81.8K ﹤0.01% 1496
2021
Q3
$397K Sell
39,000
-6,700
-15% -$68.2K ﹤0.01% 1584
2021
Q2
$524K Sell
45,700
-5,100
-10% -$58.5K ﹤0.01% 1543
2021
Q1
$482K Sell
50,800
-6,200
-11% -$58.8K ﹤0.01% 1587
2020
Q4
$673K Buy
57,000
+17,900
+46% +$211K ﹤0.01% 1304
2020
Q3
$554K Buy
39,100
+6,400
+20% +$90.7K ﹤0.01% 1265
2020
Q2
$363K Buy
32,700
+16,400
+101% +$182K ﹤0.01% 1464
2020
Q1
$119K Hold
16,300
﹤0.01% 1658
2019
Q4
$129K Hold
16,300
﹤0.01% 1740
2019
Q3
$130K Hold
16,300
﹤0.01% 1724
2019
Q2
$132K Hold
16,300
﹤0.01% 1772
2019
Q1
$170K Sell
16,300
-14,400
-47% -$150K ﹤0.01% 1707
2018
Q4
$201K Hold
30,700
﹤0.01% 1637
2018
Q3
$248K Hold
30,700
﹤0.01% 1673
2018
Q2
$463K Buy
+30,700
New +$463K ﹤0.01% 1415
2014
Q2
Sell
-16,774
Closed -$118K 1721
2014
Q1
$118K Sell
16,774
-8,826
-34% -$62.1K ﹤0.01% 1525
2013
Q4
$262K Buy
25,600
+7,400
+41% +$75.7K ﹤0.01% 1376
2013
Q3
$275K Sell
18,200
-70,779
-80% -$1.07M ﹤0.01% 1396
2013
Q2
$856K Buy
+88,979
New +$856K ﹤0.01% 960