Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Hold
8,025
﹤0.01% 525
2025
Q1
$222K Sell
8,025
-270
-3% -$7.47K 0.01% 503
2024
Q4
$271K Hold
8,295
0.01% 461
2024
Q3
$297K Hold
8,295
0.01% 429
2024
Q2
$290K Hold
8,295
0.01% 419
2024
Q1
$251K Buy
8,295
+16
+0.2% +$483 0.01% 439
2023
Q4
$249K Sell
8,279
-20
-0.2% -$602 0.01% 429
2023
Q3
$213K Hold
8,299
0.01% 442
2023
Q2
$255K Sell
8,299
-1,658
-17% -$50.9K 0.01% 429
2023
Q1
$292K Buy
9,957
+40
+0.4% +$1.17K 0.01% 405
2022
Q4
$266K Buy
9,917
+62
+0.6% +$1.67K 0.01% 426
2022
Q3
$245K Hold
9,855
0.01% 430
2022
Q2
$323K Hold
9,855
0.01% 386
2022
Q1
$358K Buy
9,855
+150
+2% +$5.45K 0.01% 390
2021
Q4
$365K Hold
9,705
0.01% 384
2021
Q3
$266K Hold
9,705
0.01% 420
2021
Q2
$293K Hold
9,705
0.01% 406
2021
Q1
$308K Buy
9,705
+750
+8% +$23.8K 0.01% 389
2020
Q4
$220K Sell
8,955
-1,020
-10% -$25.1K 0.01% 417
2020
Q3
$189K Hold
9,975
0.01% 429
2020
Q2
$174K Buy
9,975
+1,163
+13% +$20.3K 0.01% 420
2020
Q1
$153K Buy
8,812
+1,150
+15% +$20K 0.01% 418
2019
Q4
$157K Sell
7,662
-2,597
-25% -$53.2K 0.01% 417
2019
Q3
$194K Buy
10,259
+2,232
+28% +$42.2K 0.01% 397
2019
Q2
$167K Buy
8,027
+14
+0.2% +$291 0.01% 411
2019
Q1
$156K Sell
8,013
-180
-2% -$3.5K 0.01% 412
2018
Q4
$167K Buy
8,193
+800
+11% +$16.3K 0.01% 394
2018
Q3
$191K Hold
7,393
0.01% 405
2018
Q2
$168K Sell
7,393
-76
-1% -$1.73K 0.01% 414
2018
Q1
$164K Hold
7,469
0.01% 409
2017
Q4
$157K Hold
7,469
0.01% 385
2017
Q3
$149K Buy
7,469
+26
+0.3% +$519 0.01% 378
2017
Q2
$130K Buy
7,443
+996
+15% +$17.4K 0.01% 391
2017
Q1
$115K Hold
6,447
0.01% 405
2016
Q4
$95K Sell
6,447
-5,245
-45% -$77.3K 0.01% 435
2016
Q3
$182K Sell
11,692
-1,500
-11% -$23.3K 0.02% 343
2016
Q2
$166K Sell
13,192
-2,355
-15% -$29.6K 0.02% 363
2016
Q1
$192K Buy
15,547
+160
+1% +$1.98K 0.02% 336
2015
Q4
$183K Sell
15,387
-17,978
-54% -$214K 0.02% 344
2015
Q3
$388K Hold
33,365
0.05% 263
2015
Q2
$455K Hold
33,365
0.05% 261
2015
Q1
$472K Sell
33,365
-660
-2% -$9.34K 0.05% 253
2014
Q4
$620K Hold
34,025
0.07% 231
2014
Q3
$548K Sell
34,025
-6,091
-15% -$98.1K 0.06% 241
2014
Q2
$614K Sell
40,116
-181
-0.4% -$2.77K 0.07% 231
2014
Q1
$592K Sell
40,297
-10,930
-21% -$161K 0.07% 219
2013
Q4
$651K Sell
51,227
-1,286
-2% -$16.3K 0.08% 205
2013
Q3
$500K Sell
52,513
-33
-0.1% -$314 0.07% 220
2013
Q2
$592K Buy
+52,546
New +$592K 0.09% 191