Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.4K Sell
4,431
-1,004
-18% -$18.2K ﹤0.01% 2545
2025
Q1
$109K Buy
5,435
+3,440
+172% +$69.1K ﹤0.01% 2350
2024
Q4
$42.1K Hold
1,995
﹤0.01% 2830
2024
Q3
$48.5K Hold
1,995
﹤0.01% 2752
2024
Q2
$43.7K Buy
1,995
+236
+13% +$5.17K ﹤0.01% 2737
2024
Q1
$36.1K Hold
1,759
﹤0.01% 2847
2023
Q4
$38.5K Hold
1,759
﹤0.01% 2787
2023
Q3
$37.3K Hold
1,759
﹤0.01% 2581
2023
Q2
$35.8K Sell
1,759
-13
-0.7% -$265 ﹤0.01% 2661
2023
Q1
$37.4K Sell
1,772
-1,016
-36% -$21.4K ﹤0.01% 2655
2022
Q4
$61.8K Sell
2,788
-375
-12% -$8.31K ﹤0.01% 2411
2022
Q3
$64K Buy
3,163
+656
+26% +$13.3K ﹤0.01% 2400
2022
Q2
$51K Buy
2,507
+1,148
+84% +$23.4K ﹤0.01% 2557
2022
Q1
$25K Sell
1,359
-122
-8% -$2.24K ﹤0.01% 2939
2021
Q4
$29K Sell
1,481
-29
-2% -$568 ﹤0.01% 2901
2021
Q3
$28K Sell
1,510
-34
-2% -$630 ﹤0.01% 2931
2021
Q2
$33K Buy
1,544
+34
+2% +$727 ﹤0.01% 2853
2021
Q1
$32K Hold
1,510
﹤0.01% 2786
2020
Q4
$27K Sell
1,510
-1,106
-42% -$19.8K ﹤0.01% 2754
2020
Q3
$46K Sell
2,616
-156
-6% -$2.74K ﹤0.01% 2413
2020
Q2
$50K Sell
2,772
-4,069
-59% -$73.4K ﹤0.01% 2381
2020
Q1
$128K Buy
6,841
+2,162
+46% +$40.5K ﹤0.01% 1865
2019
Q4
$101K Sell
4,679
-230
-5% -$4.97K ﹤0.01% 2165
2019
Q3
$99K Buy
4,909
+230
+5% +$4.64K ﹤0.01% 2161
2019
Q2
$96K Hold
4,679
﹤0.01% 2234
2019
Q1
$98K Sell
4,679
-1,000
-18% -$20.9K ﹤0.01% 2200
2018
Q4
$110K Hold
5,679
﹤0.01% 2066
2018
Q3
$116K Buy
5,679
+2,000
+54% +$40.9K ﹤0.01% 2144
2018
Q2
$75K Hold
3,679
﹤0.01% 2371
2018
Q1
$72K Hold
3,679
﹤0.01% 2403
2017
Q4
$76K Hold
3,679
﹤0.01% 2391
2017
Q3
$72K Hold
3,679
﹤0.01% 2398
2017
Q2
$70K Hold
3,679
﹤0.01% 2372
2017
Q1
$63K Buy
3,679
+179
+5% +$3.07K ﹤0.01% 2370
2016
Q4
$61K Hold
3,500
﹤0.01% 2344
2016
Q3
$59K Sell
3,500
-5
-0.1% -$84 ﹤0.01% 2359
2016
Q2
$67K Sell
3,505
-22
-0.6% -$421 ﹤0.01% 2256
2016
Q1
$69K Sell
3,527
-1,511
-30% -$29.6K ﹤0.01% 2214
2015
Q4
$97K Buy
5,038
+38
+0.8% +$732 ﹤0.01% 2080
2015
Q3
$87K Sell
5,000
-358
-7% -$6.23K ﹤0.01% 2159
2015
Q2
$100K Hold
5,358
﹤0.01% 2143
2015
Q1
$76K Hold
5,358
﹤0.01% 2316
2014
Q4
$72K Buy
5,358
+358
+7% +$4.81K ﹤0.01% 2334
2014
Q3
$66K Sell
5,000
-1,209
-19% -$16K ﹤0.01% 2339
2014
Q2
$95K Hold
6,209
﹤0.01% 2158
2014
Q1
$103K Sell
6,209
-1,060
-15% -$17.6K ﹤0.01% 2095
2013
Q4
$129K Hold
7,269
﹤0.01% 1966
2013
Q3
$131K Hold
7,269
﹤0.01% 1908
2013
Q2
$126K Buy
+7,269
New +$126K ﹤0.01% 1900