Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1373
2025
Q1
Hold
0
1375
2024
Q4
Hold
0
1469
2024
Q3
Hold
0
1575
2024
Q2
Hold
0
1795
2024
Q1
Hold
0
1959
2023
Q4
Hold
0
2060
2023
Q3
Hold
0
2035
2023
Q2
Hold
0
1914
2023
Q1
Hold
0
1991
2022
Q4
Hold
0
2092
2022
Q3
Hold
0
2223
2022
Q2
Hold
0
2249
2022
Q1
Hold
0
2304
2021
Q4
Hold
0
2301
2021
Q3
Hold
0
2100
2021
Q2
Hold
0
2017
2021
Q1
Hold
0
1879
2020
Q4
Hold
0
1703
2020
Q3
Sell
-20,975
Closed -$145K 1467
2020
Q2
$145K Sell
20,975
-10,143
-33% -$70.1K ﹤0.01% 763
2020
Q1
$160K Buy
+31,118
New +$160K ﹤0.01% 666
2019
Q4
Hold
0
1554
2019
Q3
Hold
0
1445
2019
Q2
Hold
0
1435
2019
Q1
Hold
0
1435
2018
Q4
Hold
0
1751
2018
Q3
Hold
0
2010
2018
Q2
Sell
-11,552
Closed -$196K 1557
2018
Q1
$196K Buy
+11,552
New +$196K ﹤0.01% 1002
2017
Q4
Hold
0
1481
2017
Q3
Hold
0
1405
2017
Q2
Sell
-4,393
Closed -$66 1666
2017
Q1
$66 Buy
+4,393
New +$66 ﹤0.01% 1071
2016
Q4
Hold
0
1953
2016
Q3
Hold
0
2046
2016
Q2
Sell
-9,542
Closed -$114K 2154
2016
Q1
$114K Buy
9,542
+235
+3% +$2.81K ﹤0.01% 749
2015
Q4
$125K Buy
+9,307
New +$125K ﹤0.01% 917
2015
Q3
Sell
-19,179
Closed -$318K 2092
2015
Q2
$318K Buy
+19,179
New +$318K ﹤0.01% 498