Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Buy
+250
New +$12K ﹤0.01% 792
2025
Q1
Sell
-166
Closed -$8.11K 1041
2024
Q4
$8.11K Sell
166
-400
-71% -$19.5K ﹤0.01% 791
2024
Q3
$35.2K Hold
566
﹤0.01% 569
2024
Q2
$32.3K Hold
566
﹤0.01% 548
2024
Q1
$32.7K Hold
566
﹤0.01% 545
2023
Q4
$38.7K Hold
566
﹤0.01% 461
2023
Q3
$32.2K Hold
566
﹤0.01% 505
2023
Q2
$33.8K Hold
566
﹤0.01% 526
2023
Q1
$35.9K Hold
566
﹤0.01% 536
2022
Q4
$35.1K Hold
566
﹤0.01% 519
2022
Q3
$28K Hold
566
﹤0.01% 555
2022
Q2
$32K Buy
+566
New +$32K ﹤0.01% 521
2022
Q1
Sell
-203
Closed -$11K 356
2021
Q4
$11K Buy
+203
New +$11K ﹤0.01% 652
2021
Q3
Sell
-203
Closed -$13K 347
2021
Q2
$13K Buy
203
+186
+1,094% +$11.9K ﹤0.01% 614
2021
Q1
$1K Hold
17
﹤0.01% 733
2020
Q4
$1K Hold
17
﹤0.01% 732
2020
Q3
$1K Hold
17
﹤0.01% 723
2020
Q2
$1K Sell
17
-2,176
-99% -$128K ﹤0.01% 742
2020
Q1
$72K Sell
2,193
-862
-28% -$28.3K 0.01% 390
2019
Q4
$149K Sell
3,055
-224
-7% -$10.9K 0.01% 350
2019
Q3
$144K Sell
3,279
-41
-1% -$1.8K 0.01% 362
2019
Q2
$172K Sell
3,320
-125
-4% -$6.48K 0.01% 334
2019
Q1
$168K Sell
3,445
-97
-3% -$4.73K 0.01% 327
2018
Q4
$153K Sell
3,542
-754
-18% -$32.6K 0.01% 328
2018
Q3
$191K Sell
4,296
-247
-5% -$11K 0.02% 326
2018
Q2
$203K Hold
4,543
0.02% 319
2018
Q1
$180K Sell
4,543
-253
-5% -$10K 0.02% 321
2017
Q4
$197K Buy
4,796
+1,302
+37% +$53.5K 0.02% 327
2017
Q3
$126K Sell
3,494
-8,467
-71% -$305K 0.01% 374
2017
Q2
$380K Sell
11,961
-7,711
-39% -$245K 0.04% 244
2017
Q1
$637K Sell
19,672
-667
-3% -$21.6K 0.07% 194
2016
Q4
$650K Sell
20,339
-1,229
-6% -$39.3K 0.07% 184
2016
Q3
$666K Sell
21,568
-202
-0.9% -$6.24K 0.08% 168
2016
Q2
$555K Sell
21,770
-2,288
-10% -$58.3K 0.07% 172
2016
Q1
$556K Buy
24,058
+2,127
+10% +$49.2K 0.08% 168
2015
Q4
$504K Sell
21,931
-23,191
-51% -$533K 0.07% 171
2015
Q3
$1.27M Sell
45,122
-1,209
-3% -$34.1K 0.2% 121
2015
Q2
$1.68M Sell
46,331
-11,008
-19% -$400K 0.24% 110
2015
Q1
$2.25M Sell
57,339
-700
-1% -$27.5K 0.33% 96
2014
Q4
$2.32M Sell
58,039
-1,909
-3% -$76.4K 0.34% 91
2014
Q3
$2.99M Buy
59,948
+1,378
+2% +$68.6K 0.45% 69
2014
Q2
$3.39M Buy
58,570
+846
+1% +$49K 0.52% 58
2014
Q1
$3.31M Buy
57,724
+2,436
+4% +$140K 0.54% 56
2013
Q4
$3.19M Buy
55,288
+1,180
+2% +$68K 0.53% 60
2013
Q3
$3.04M Buy
54,108
+2,659
+5% +$149K 0.56% 58
2013
Q2
$2.51M Buy
+51,449
New +$2.51M 0.49% 68