Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.4K Hold
200
0.02% 270
2025
Q1
$29.4K Hold
200
0.02% 268
2024
Q4
$25.8K Hold
200
0.01% 278
2024
Q3
$27.3K Hold
200
0.02% 273
2024
Q2
$20.4K Sell
200
-39
-16% -$3.99K 0.01% 300
2024
Q1
$21.2K Hold
239
0.01% 292
2023
Q4
$21.9K Hold
239
0.01% 285
2023
Q3
$18.7K Hold
239
0.01% 300
2023
Q2
$19.2K Buy
239
+119
+99% +$9.57K 0.01% 304
2023
Q1
$10.5K Hold
120
0.01% 368
2022
Q4
$12K Hold
120
0.01% 346
2022
Q3
$11K Hold
120
0.01% 347
2022
Q2
$13K Hold
120
0.01% 341
2022
Q1
$15K Hold
120
0.01% 344
2021
Q4
$18K Hold
120
0.01% 335
2021
Q3
$18K Hold
120
0.01% 316
2021
Q2
$20K Hold
120
0.01% 317
2021
Q1
$19K Hold
120
0.01% 311
2020
Q4
$17K Hold
120
0.01% 297
2020
Q3
$16K Hold
120
0.01% 282
2020
Q2
$16K Hold
120
0.01% 278
2020
Q1
$14K Hold
120
0.01% 269
2019
Q4
$18K Sell
120
-88
-42% -$13.2K 0.01% 269
2019
Q3
$29K Hold
208
0.02% 236
2019
Q2
$30K Sell
208
-120
-37% -$17.3K 0.02% 238
2019
Q1
$57K Hold
328
0.04% 172
2018
Q4
$52K Hold
328
0.04% 161
2018
Q3
$58K Hold
328
0.04% 167
2018
Q2
$54K Buy
328
+89
+37% +$14.7K 0.04% 169
2018
Q1
$44K Hold
239
0.03% 156
2017
Q4
$47K Hold
239
0.04% 150
2017
Q3
$42K Buy
+239
New +$42K 0.03% 154
2017
Q2
Sell
-239
Closed -$38K 311
2017
Q1
$38K Sell
239
-233
-49% -$37K 0.03% 153
2016
Q4
$71K Hold
472
0.07% 112
2016
Q3
$70K Hold
472
0.07% 101
2016
Q2
$69K Hold
472
0.07% 97
2016
Q1
$66K Hold
472
0.07% 97
2015
Q4
$60K Hold
472
0.06% 106
2015
Q3
$56K Buy
472
+233
+97% +$27.6K 0.06% 107
2015
Q2
$31K Hold
239
0.03% 145
2015
Q1
$33K Hold
239
0.03% 145
2014
Q4
$33K Buy
+239
New +$33K 0.03% 147