Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+16,000
New +$223K 0.01% 437
2025
Q1
Sell
-15,504
Closed -$313K 470
2024
Q4
$313K Hold
15,504
0.01% 387
2024
Q3
$307K Hold
15,504
0.01% 388
2024
Q2
$271K Hold
15,504
0.01% 389
2024
Q1
$260K Hold
15,504
0.01% 395
2023
Q4
$280K Hold
15,504
0.01% 378
2023
Q3
$250K Hold
15,504
0.01% 378
2023
Q2
$268K Hold
15,504
0.01% 383
2023
Q1
$251K Hold
15,504
0.01% 396
2022
Q4
$252K Hold
15,504
0.01% 400
2022
Q3
$194K Hold
15,504
0.01% 421
2022
Q2
$155K Hold
15,504
0.01% 422
2022
Q1
$185K Sell
15,504
-7,862
-34% -$93.8K 0.01% 436
2021
Q4
$284K Hold
23,366
0.01% 378
2021
Q3
$224K Hold
23,366
0.01% 415
2021
Q2
$238K Hold
23,366
0.01% 409
2021
Q1
$274K Sell
23,366
-2,900
-11% -$34K 0.02% 378
2020
Q4
$327K Hold
26,266
0.02% 354
2020
Q3
$247K Buy
26,266
+15,504
+144% +$146K 0.02% 374
2020
Q2
$95K Hold
10,762
0.01% 401
2020
Q1
$97K Hold
10,762
0.01% 394
2019
Q4
$117K Buy
10,762
+125
+1% +$1.36K 0.01% 443
2019
Q3
$106K Hold
10,637
0.01% 441
2019
Q2
$244K Buy
+10,637
New +$244K 0.02% 417
2018
Q4
Sell
-7,429
Closed -$342K 436
2018
Q3
$342K Hold
7,429
0.03% 370
2018
Q2
$316K Buy
7,429
+2,099
+39% +$89.3K 0.03% 375
2018
Q1
$234K Hold
5,330
0.02% 416
2017
Q4
$239K Hold
5,330
0.02% 417
2017
Q3
$363K Hold
5,330
0.03% 359
2017
Q2
$354K Buy
+5,330
New +$354K 0.03% 358
2016
Q4
Sell
-12,289
Closed -$752K 441
2016
Q3
$752K Hold
12,289
0.07% 243
2016
Q2
$786K Buy
12,289
+2,320
+23% +$148K 0.08% 228
2016
Q1
$595K Hold
9,969
0.06% 260
2015
Q4
$530K Hold
9,969
0.05% 283
2015
Q3
$526K Hold
9,969
0.05% 294
2015
Q2
$489K Buy
9,969
+2,486
+33% +$122K 0.04% 333
2015
Q1
$397K Hold
7,483
0.03% 374
2014
Q4
$398K Hold
7,483
0.03% 360
2014
Q3
$337K Hold
7,483
0.03% 352
2014
Q2
$359K Buy
7,483
+2,456
+49% +$118K 0.05% 296
2014
Q1
$217K Hold
5,027
0.03% 338
2013
Q4
$202K Hold
5,027
0.03% 298
2013
Q3
$206K Hold
5,027
0.03% 278
2013
Q2
$230K Buy
+5,027
New +$230K 0.04% 251