Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Hold
1,784
0.01% 366
2025
Q1
$712K Hold
1,784
0.02% 333
2024
Q4
$641K Sell
1,784
-17
-0.9% -$6.11K 0.02% 335
2024
Q3
$623K Hold
1,801
0.02% 331
2024
Q2
$529K Sell
1,801
-2
-0.1% -$587 0.01% 339
2024
Q1
$602K Sell
1,803
-1
-0.1% -$334 0.02% 323
2023
Q4
$525K Hold
1,804
0.02% 336
2023
Q3
$585K Sell
1,804
-4
-0.2% -$1.3K 0.02% 321
2023
Q2
$624K Buy
1,808
+31
+2% +$10.7K 0.02% 317
2023
Q1
$560K Sell
1,777
-19
-1% -$5.99K 0.02% 322
2022
Q4
$539K Buy
1,796
+444
+33% +$133K 0.02% 329
2022
Q3
$362K Buy
1,352
+1,143
+547% +$306K 0.02% 374
2022
Q2
$56K Buy
209
+4
+2% +$1.07K ﹤0.01% 653
2022
Q1
$67K Sell
205
-60
-23% -$19.6K ﹤0.01% 622
2021
Q4
$80K Hold
265
﹤0.01% 601
2021
Q3
$76K Sell
265
-90
-25% -$25.8K ﹤0.01% 606
2021
Q2
$85K Hold
355
﹤0.01% 572
2021
Q1
$82K Sell
355
-175
-33% -$40.4K ﹤0.01% 562
2020
Q4
$112K Buy
530
+80
+18% +$16.9K 0.01% 496
2020
Q3
$93K Buy
450
+120
+36% +$24.8K 0.01% 514
2020
Q2
$64K Sell
330
-605
-65% -$117K ﹤0.01% 540
2020
Q1
$154K Hold
935
0.01% 416
2019
Q4
$195K Hold
935
0.01% 400
2019
Q3
$181K Sell
935
-42
-4% -$8.13K 0.01% 405
2019
Q2
$189K Buy
977
+3
+0.3% +$580 0.01% 398
2019
Q1
$166K Buy
974
+2
+0.2% +$341 0.01% 406
2018
Q4
$141K Buy
972
+132
+16% +$19.1K 0.01% 411
2018
Q3
$129K Hold
840
0.01% 445
2018
Q2
$115K Hold
840
0.01% 457
2018
Q1
$118K Sell
840
-330
-28% -$46.4K 0.01% 451
2017
Q4
$157K Buy
1,170
+600
+105% +$80.5K 0.01% 383
2017
Q3
$83K Hold
570
0.01% 465
2017
Q2
$76K Buy
570
+240
+73% +$32K 0.01% 474
2017
Q1
$39K Hold
330
﹤0.01% 571
2016
Q4
$37K Sell
330
-110
-25% -$12.3K ﹤0.01% 583
2016
Q3
$49K Hold
440
0.01% 526
2016
Q2
$48K Hold
440
0.01% 527
2016
Q1
$46K Sell
440
-150
-25% -$15.7K 0.01% 535
2015
Q4
$54K Hold
590
0.01% 499
2015
Q3
$52K Hold
590
0.01% 507
2015
Q2
$59K Hold
590
0.01% 513
2015
Q1
$57K Hold
590
0.01% 517
2014
Q4
$56K Hold
590
0.01% 517
2014
Q3
$52K Hold
590
0.01% 528
2014
Q2
$53K Hold
590
0.01% 540
2014
Q1
$50K Hold
590
0.01% 554
2013
Q4
$49K Hold
590
0.01% 540
2013
Q3
$44K Hold
590
0.01% 527
2013
Q2
$38K Buy
+590
New +$38K 0.01% 541