Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
16,651
+313
+2% +$8.75K ﹤0.01% 1535
2025
Q1
$431K Buy
16,338
+4,062
+33% +$107K ﹤0.01% 1565
2024
Q4
$314K Buy
12,276
+4,620
+60% +$118K ﹤0.01% 1765
2024
Q3
$157K Buy
7,656
+1,452
+23% +$29.8K ﹤0.01% 2157
2024
Q2
$104K Buy
6,204
+4,060
+189% +$68.1K ﹤0.01% 2319
2024
Q1
$34.7K Sell
2,144
-336
-14% -$5.43K ﹤0.01% 2864
2023
Q4
$37.3K Buy
2,480
+691
+39% +$10.4K ﹤0.01% 2804
2023
Q3
$34.6K Sell
1,789
-473
-21% -$9.14K ﹤0.01% 2613
2023
Q2
$38.4K Hold
2,262
﹤0.01% 2611
2023
Q1
$43.4K Hold
2,262
﹤0.01% 2590
2022
Q4
$33.2K Hold
2,262
﹤0.01% 2729
2022
Q3
$32K Buy
2,262
+307
+16% +$4.34K ﹤0.01% 2773
2022
Q2
$33K Buy
1,955
+9
+0.5% +$152 ﹤0.01% 2792
2022
Q1
$37K Hold
1,946
﹤0.01% 2762
2021
Q4
$35K Hold
1,946
﹤0.01% 2817
2021
Q3
$37K Sell
1,946
-907
-32% -$17.2K ﹤0.01% 2788
2021
Q2
$61K Buy
2,853
+690
+32% +$14.8K ﹤0.01% 2561
2021
Q1
$43K Hold
2,163
﹤0.01% 2644
2020
Q4
$39K Buy
2,163
+790
+58% +$14.2K ﹤0.01% 2611
2020
Q3
$16K Hold
1,373
﹤0.01% 2858
2020
Q2
$15K Hold
1,373
﹤0.01% 2882
2020
Q1
$12K Sell
1,373
-334
-20% -$2.92K ﹤0.01% 2900
2019
Q4
$35K Hold
1,707
﹤0.01% 2620
2019
Q3
$37K Hold
1,707
﹤0.01% 2599
2019
Q2
$34K Buy
+1,707
New +$34K ﹤0.01% 2694
2017
Q4
Sell
-15
Closed 3639
2017
Q3
$0 Sell
15
-1,864
-99% ﹤0.01% 3605
2017
Q2
$41K Sell
1,879
-192
-9% -$4.19K ﹤0.01% 2632
2017
Q1
$71K Sell
2,071
-211
-9% -$7.23K ﹤0.01% 2306
2016
Q4
$72K Buy
2,282
+46
+2% +$1.45K ﹤0.01% 2269
2016
Q3
$64K Hold
2,236
﹤0.01% 2309
2016
Q2
$66K Sell
2,236
-121
-5% -$3.57K ﹤0.01% 2262
2016
Q1
$73K Sell
2,357
-110
-4% -$3.41K ﹤0.01% 2190
2015
Q4
$88K Buy
2,467
+173
+8% +$6.17K ﹤0.01% 2141
2015
Q3
$77K Sell
2,294
-20
-0.9% -$671 ﹤0.01% 2227
2015
Q2
$93K Sell
2,314
-73
-3% -$2.93K ﹤0.01% 2190
2015
Q1
$80K Buy
2,387
+2,086
+693% +$69.9K ﹤0.01% 2291
2014
Q4
$9K Buy
+301
New +$9K ﹤0.01% 3142