Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.4K Hold
234
﹤0.01% 1243
2025
Q1
$15.8K Hold
234
﹤0.01% 1220
2024
Q4
$14.5K Sell
234
-11
-4% -$681 ﹤0.01% 1256
2024
Q3
$15.9K Buy
245
+6
+3% +$390 ﹤0.01% 1215
2024
Q2
$12.9K Hold
239
﹤0.01% 1216
2024
Q1
$12.6K Hold
239
﹤0.01% 1240
2023
Q4
$10.4K Hold
239
﹤0.01% 1245
2023
Q3
$10.5K Sell
239
-425
-64% -$18.7K ﹤0.01% 1232
2023
Q2
$29.7K Buy
664
+1
+0.2% +$45 ﹤0.01% 1010
2023
Q1
$29.4K Buy
663
+33
+5% +$1.47K ﹤0.01% 1010
2022
Q4
$26K Buy
630
+5
+0.8% +$206 ﹤0.01% 1080
2022
Q3
$23K Hold
625
﹤0.01% 1261
2022
Q2
$26K Hold
625
﹤0.01% 1327
2022
Q1
$36K Hold
625
﹤0.01% 1341
2021
Q4
$42K Hold
625
﹤0.01% 1336
2021
Q3
$44K Hold
625
﹤0.01% 1220
2021
Q2
$44K Hold
625
﹤0.01% 1124
2021
Q1
$38K Hold
625
﹤0.01% 1123
2020
Q4
$31K Hold
625
﹤0.01% 966
2020
Q3
$33K Hold
625
﹤0.01% 902
2020
Q2
$33K Hold
625
﹤0.01% 878
2020
Q1
$19K Sell
625
-150
-19% -$4.56K ﹤0.01% 1018
2019
Q4
$28K Buy
+775
New +$28K ﹤0.01% 984
2018
Q4
Sell
-350
Closed -$12K 762
2018
Q3
$12K Buy
+350
New +$12K ﹤0.01% 1166
2017
Q1
Sell
-200
Closed -$6K 726
2016
Q4
$6K Buy
+200
New +$6K ﹤0.01% 1101
2015
Q1
Sell
-12,355
Closed -$292K 506
2014
Q4
$292K Sell
12,355
-4,752
-28% -$112K 0.04% 399
2014
Q3
$408K Hold
17,107
0.05% 323
2014
Q2
$360K Hold
17,107
0.05% 358
2014
Q1
$398K Sell
17,107
-2,376
-12% -$55.3K 0.06% 314
2013
Q4
$450K Hold
19,483
0.07% 276
2013
Q3
$458K Sell
19,483
-2,376
-11% -$55.9K 0.08% 256
2013
Q2
$476K Buy
+21,859
New +$476K 0.08% 255