Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Hold
8,935
0.01% 342
2025
Q1
$247K Hold
8,935
0.01% 314
2024
Q4
$292K Hold
8,935
0.01% 298
2024
Q3
$320K Hold
8,935
0.02% 284
2024
Q2
$313K Sell
8,935
-232
-3% -$8.13K 0.02% 268
2024
Q1
$277K Buy
9,167
+540
+6% +$16.3K 0.02% 278
2023
Q4
$260K Sell
8,627
-42
-0.5% -$1.26K 0.02% 258
2023
Q3
$223K Sell
8,669
-485
-5% -$12.5K 0.02% 287
2023
Q2
$281K Sell
9,154
-155
-2% -$4.76K 0.02% 275
2023
Q1
$273K Sell
9,309
-200
-2% -$5.87K 0.02% 278
2022
Q4
$256K Hold
9,509
0.02% 274
2022
Q3
$237K Sell
9,509
-49
-0.5% -$1.22K 0.02% 276
2022
Q2
$313K Buy
9,558
+5
+0.1% +$164 0.02% 251
2022
Q1
$347K Buy
9,553
+350
+4% +$12.7K 0.02% 252
2021
Q4
$346K Sell
9,203
-125
-1% -$4.7K 0.02% 265
2021
Q3
$255K Sell
9,328
-900
-9% -$24.6K 0.02% 280
2021
Q2
$308K Sell
10,228
-125
-1% -$3.76K 0.02% 268
2021
Q1
$329K Sell
10,353
-689
-6% -$21.9K 0.02% 255
2020
Q4
$271K Buy
11,042
+4
+0% +$98 0.02% 261
2020
Q3
$210K Sell
11,038
-200
-2% -$3.81K 0.02% 268
2020
Q2
$196K Sell
11,238
-3,576
-24% -$62.4K 0.02% 276
2020
Q1
$257K Hold
14,814
0.02% 254
2019
Q4
$304K Buy
14,814
+1,183
+9% +$24.3K 0.02% 265
2019
Q3
$258K Sell
13,631
-181
-1% -$3.43K 0.02% 285
2019
Q2
$287K Sell
13,812
-131
-0.9% -$2.72K 0.02% 269
2019
Q1
$271K Sell
13,943
-38
-0.3% -$739 0.02% 271
2018
Q4
$286K Hold
13,981
0.03% 257
2018
Q3
$361K Sell
13,981
-1,775
-11% -$45.8K 0.03% 253
2018
Q2
$358K Buy
15,756
+1,247
+9% +$28.3K 0.03% 256
2018
Q1
$319K Sell
14,509
-327
-2% -$7.19K 0.03% 264
2017
Q4
$312K Hold
14,836
0.03% 267
2017
Q3
$296K Sell
14,836
-294
-2% -$5.87K 0.03% 272
2017
Q2
$264K Sell
15,130
-83
-0.5% -$1.45K 0.03% 284
2017
Q1
$272K Sell
15,213
-67
-0.4% -$1.2K 0.03% 278
2016
Q4
$227K Buy
15,280
+567
+4% +$8.42K 0.03% 303
2016
Q3
$229K Hold
14,713
0.03% 261
2016
Q2
$184K Hold
14,713
0.02% 266
2016
Q1
$181K Sell
14,713
-119
-0.8% -$1.46K 0.03% 258
2015
Q4
$176K Sell
14,832
-21,552
-59% -$256K 0.03% 262
2015
Q3
$423K Sell
36,384
-88
-0.2% -$1.02K 0.07% 184
2015
Q2
$497K Hold
36,472
0.07% 175
2015
Q1
$516K Hold
36,472
0.08% 170
2014
Q4
$665K Sell
36,472
-136
-0.4% -$2.48K 0.1% 163
2014
Q3
$589K Buy
36,608
+1,376
+4% +$22.1K 0.09% 160
2014
Q2
$539K Sell
35,232
-2,931
-8% -$44.8K 0.08% 169
2014
Q1
$561K Buy
38,163
+5,065
+15% +$74.5K 0.09% 164
2013
Q4
$421K Sell
33,098
-106
-0.3% -$1.35K 0.07% 177
2013
Q3
$317K Sell
33,204
-661
-2% -$6.31K 0.06% 180
2013
Q2
$381K Buy
+33,865
New +$381K 0.07% 170