Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6K Sell
886
-168
-16% -$3.72K ﹤0.01% 1001
2025
Q1
$24.2K Sell
1,054
-40
-4% -$918 ﹤0.01% 927
2024
Q4
$25.4K Sell
1,094
-1,004
-48% -$23.3K ﹤0.01% 889
2024
Q3
$73K Sell
2,098
-10,000
-83% -$348K ﹤0.01% 669
2024
Q2
$391K Sell
12,098
-2,774
-19% -$89.8K 0.01% 374
2024
Q1
$505K Buy
14,872
+151
+1% +$5.13K 0.01% 342
2023
Q4
$580K Buy
14,721
+2,079
+16% +$81.9K 0.02% 327
2023
Q3
$482K Sell
12,642
-205
-2% -$7.82K 0.02% 338
2023
Q2
$586K Buy
12,847
+472
+4% +$21.5K 0.02% 326
2023
Q1
$554K Hold
12,375
0.02% 324
2022
Q4
$544K Hold
12,375
0.02% 328
2022
Q3
$519K Sell
12,375
-250
-2% -$10.5K 0.02% 330
2022
Q2
$621K Hold
12,625
0.03% 319
2022
Q1
$700K Hold
12,625
0.03% 318
2021
Q4
$657K Sell
12,625
-1,000
-7% -$52K 0.02% 318
2021
Q3
$682K Hold
13,625
0.03% 314
2021
Q2
$672K Hold
13,625
0.03% 310
2021
Q1
$615K Sell
13,625
-1,000
-7% -$45.1K 0.03% 307
2020
Q4
$626K Sell
14,625
-1,000
-6% -$42.8K 0.03% 292
2020
Q3
$647K Hold
15,625
0.04% 271
2020
Q2
$653K Hold
15,625
0.04% 261
2020
Q1
$639K Hold
15,625
0.05% 236
2019
Q4
$724K Hold
15,625
0.05% 252
2019
Q3
$756K Hold
15,625
0.05% 237
2019
Q2
$710K Hold
15,625
0.05% 244
2019
Q1
$693K Sell
15,625
-800
-5% -$35.5K 0.05% 242
2018
Q4
$650K Sell
16,425
-4,800
-23% -$190K 0.05% 230
2018
Q3
$860K Sell
21,225
-5,500
-21% -$223K 0.06% 201
2018
Q2
$1.08M Sell
26,725
-3,500
-12% -$142K 0.08% 182
2018
Q1
$1.3M Buy
30,225
+995
+3% +$42.8K 0.11% 168
2017
Q4
$1.4M Sell
29,230
-45
-0.2% -$2.16K 0.12% 162
2017
Q3
$1.37M Buy
29,275
+75
+0.3% +$3.51K 0.13% 159
2017
Q2
$1.32M Buy
29,200
+600
+2% +$27K 0.13% 159
2017
Q1
$1.27M Buy
28,600
+1,000
+4% +$44.3K 0.13% 157
2016
Q4
$1.19M Buy
27,600
+3,000
+12% +$130K 0.13% 154
2016
Q3
$1.14M Hold
24,600
0.13% 164
2016
Q2
$1.16M Buy
24,600
+1,000
+4% +$47.3K 0.13% 158
2016
Q1
$1.08M Sell
23,600
-2,000
-8% -$91.1K 0.13% 170
2015
Q4
$988K Buy
25,600
+600
+2% +$23.2K 0.12% 174
2015
Q3
$1.02M Hold
25,000
0.13% 168
2015
Q2
$1.06M Buy
25,000
+285
+1% +$12.1K 0.12% 177
2015
Q1
$1.05M Buy
24,715
+565
+2% +$23.9K 0.12% 183
2014
Q4
$1.11M Sell
24,150
-1,500
-6% -$68.8K 0.12% 171
2014
Q3
$1.1M Sell
25,650
-1,100
-4% -$47K 0.13% 165
2014
Q2
$1.21M Sell
26,750
-1,100
-4% -$49.9K 0.14% 157
2014
Q1
$1.2M Sell
27,850
-2,010
-7% -$86.7K 0.14% 151
2013
Q4
$1.29M Buy
29,860
+1,425
+5% +$61.7K 0.16% 132
2013
Q3
$1.21M Sell
28,435
-550
-2% -$23.5K 0.16% 125
2013
Q2
$1.19M Buy
+28,985
New +$1.19M 0.17% 124