Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
5,328
+1,349
+34% +$410K 0.04% 261
2025
Q1
$1.07M Buy
3,979
+826
+26% +$222K 0.03% 294
2024
Q4
$776K Buy
3,153
+2,164
+219% +$533K 0.02% 312
2024
Q3
$227K Buy
989
+134
+16% +$30.7K 0.01% 460
2024
Q2
$172K Buy
855
+349
+69% +$70.4K ﹤0.01% 480
2024
Q1
$98.7K Sell
506
-54
-10% -$10.5K ﹤0.01% 558
2023
Q4
$86.6K Buy
560
+34
+6% +$5.26K ﹤0.01% 584
2023
Q3
$68K Buy
526
+93
+21% +$12K ﹤0.01% 593
2023
Q2
$59.2K Buy
433
+28
+7% +$3.83K ﹤0.01% 642
2023
Q1
$51.2K Buy
405
+118
+41% +$14.9K ﹤0.01% 658
2022
Q4
$29.6K Hold
287
﹤0.01% 765
2022
Q3
$23K Hold
287
﹤0.01% 794
2022
Q2
$26K Hold
287
﹤0.01% 776
2022
Q1
$32K Sell
287
-29
-9% -$3.23K ﹤0.01% 740
2021
Q4
$44K Hold
316
﹤0.01% 698
2021
Q3
$43K Hold
316
﹤0.01% 703
2021
Q2
$44K Hold
316
﹤0.01% 677
2021
Q1
$39K Hold
316
﹤0.01% 677
2020
Q4
$41K Hold
316
﹤0.01% 652
2020
Q3
$49K Hold
316
﹤0.01% 607
2020
Q2
$44K Hold
316
﹤0.01% 598
2020
Q1
$35K Hold
316
﹤0.01% 616
2019
Q4
$42K Hold
316
﹤0.01% 627
2019
Q3
$37K Hold
316
﹤0.01% 645
2019
Q2
$43K Hold
316
﹤0.01% 613
2019
Q1
$36K Hold
316
﹤0.01% 648
2018
Q4
$31K Buy
316
+287
+990% +$28.2K ﹤0.01% 656
2018
Q3
$4K Hold
29
﹤0.01% 891
2018
Q2
$3K Sell
29
-109
-79% -$11.3K ﹤0.01% 915
2018
Q1
$15K Hold
138
﹤0.01% 789
2017
Q4
$16K Hold
138
﹤0.01% 747
2017
Q3
$15K Buy
138
+29
+27% +$3.15K ﹤0.01% 741
2017
Q2
$11K Hold
109
﹤0.01% 755
2017
Q1
$11K Hold
109
﹤0.01% 760
2016
Q4
$9K Sell
109
-45
-29% -$3.72K ﹤0.01% 789
2016
Q3
$14K Sell
154
-106
-41% -$9.64K ﹤0.01% 733
2016
Q2
$20K Hold
260
﹤0.01% 682
2016
Q1
$21K Hold
260
﹤0.01% 674
2015
Q4
$21K Hold
260
﹤0.01% 668
2015
Q3
$17K Hold
260
﹤0.01% 711
2015
Q2
$18K Hold
260
﹤0.01% 731
2015
Q1
$19K Hold
260
﹤0.01% 720
2014
Q4
$18K Sell
260
-600
-70% -$41.5K ﹤0.01% 724
2014
Q3
$62K Hold
860
0.01% 502
2014
Q2
$66K Hold
860
0.01% 499
2014
Q1
$70K Hold
860
0.01% 494
2013
Q4
$75K Buy
860
+300
+54% +$26.2K 0.01% 470
2013
Q3
$41K Buy
560
+300
+115% +$22K 0.01% 536
2013
Q2
$19K Buy
+260
New +$19K ﹤0.01% 647