Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.1K Buy
189
+22
+13% +$8.51K ﹤0.01% 215
2025
Q1
$64.1K Sell
167
-10
-6% -$3.84K ﹤0.01% 210
2024
Q4
$78.7K Buy
177
+10
+6% +$4.45K 0.01% 195
2024
Q3
$86.5K Hold
167
0.01% 196
2024
Q2
$92.8K Buy
167
+3
+2% +$1.67K 0.01% 186
2024
Q1
$82.8K Hold
164
0.01% 196
2023
Q4
$97.8K Sell
164
-15
-8% -$8.95K 0.01% 187
2023
Q3
$91.3K Sell
179
-10
-5% -$5.1K 0.01% 177
2023
Q2
$92.4K Buy
189
+24
+15% +$11.7K 0.01% 190
2023
Q1
$63.6K Hold
165
0.01% 196
2022
Q4
$55.5K Hold
165
0.01% 207
2022
Q3
$45K Hold
165
﹤0.01% 205
2022
Q2
$60K Hold
165
0.01% 195
2022
Q1
$75K Hold
165
0.01% 193
2021
Q4
$94K Sell
165
-50
-23% -$28.5K 0.01% 194
2021
Q3
$124K Sell
215
-75
-26% -$43.3K 0.01% 171
2021
Q2
$170K Hold
290
0.02% 156
2021
Q1
$138K Buy
290
+25
+9% +$11.9K 0.01% 162
2020
Q4
$133K Hold
265
0.01% 159
2020
Q3
$130K Hold
265
0.02% 148
2020
Q2
$115K Hold
265
0.02% 153
2020
Q1
$84K Buy
265
+115
+77% +$36.5K 0.01% 158
2019
Q4
$49K Hold
150
0.01% 184
2019
Q3
$41K Hold
150
0.01% 197
2019
Q2
$44K Hold
150
0.01% 184
2019
Q1
$40K Hold
150
0.01% 183
2018
Q4
$34K Hold
150
0.01% 186
2018
Q3
$40K Hold
150
0.01% 192
2018
Q2
$37K Hold
150
0.01% 192
2018
Q1
$32K Hold
150
﹤0.01% 200
2017
Q4
$26K Hold
150
﹤0.01% 210
2017
Q3
$22K Hold
150
﹤0.01% 218
2017
Q2
$21K Hold
150
﹤0.01% 224
2017
Q1
$20K Hold
150
﹤0.01% 221
2016
Q4
$15K Hold
150
﹤0.01% 241
2016
Q3
$16K Hold
150
﹤0.01% 234
2016
Q2
$14K Hold
150
﹤0.01% 241
2016
Q1
$14K Hold
150
﹤0.01% 247
2015
Q4
$14K Hold
150
﹤0.01% 294
2015
Q3
$12K Hold
150
﹤0.01% 314
2015
Q2
$12K Hold
150
﹤0.01% 274
2015
Q1
$11K Hold
150
﹤0.01% 263
2014
Q4
$11K Hold
150
﹤0.01% 286
2014
Q3
$10K Buy
+150
New +$10K ﹤0.01% 301