Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-42
Closed -$5.42K 472
2024
Q4
$5.42K Hold
42
﹤0.01% 374
2024
Q3
$5.74K Buy
42
+24
+133% +$3.28K ﹤0.01% 373
2024
Q2
$1.84K Sell
18
-4
-18% -$409 ﹤0.01% 402
2024
Q1
$1.91K Sell
22
-114
-84% -$9.9K ﹤0.01% 372
2023
Q4
$12.5K Hold
136
﹤0.01% 306
2023
Q3
$10.7K Hold
136
﹤0.01% 304
2023
Q2
$11.4K Hold
136
﹤0.01% 310
2023
Q1
$12K Hold
136
﹤0.01% 290
2022
Q4
$13.7K Hold
136
﹤0.01% 306
2022
Q3
$13K Hold
136
﹤0.01% 293
2022
Q2
$15K Sell
136
-303
-69% -$33.4K ﹤0.01% 306
2022
Q1
$54K Sell
439
-60
-12% -$7.38K ﹤0.01% 213
2021
Q4
$74K Hold
499
0.01% 207
2021
Q3
$73K Hold
499
0.01% 201
2021
Q2
$83K Hold
499
0.01% 195
2021
Q1
$80K Sell
499
-116
-19% -$18.6K 0.01% 192
2020
Q4
$90K Buy
615
+239
+64% +$35K 0.01% 177
2020
Q3
$50K Hold
376
0.01% 195
2020
Q2
$49K Sell
376
-41
-10% -$5.34K 0.01% 188
2020
Q1
$48K Buy
417
+41
+11% +$4.72K 0.01% 181
2019
Q4
$55K Sell
376
-1,076
-74% -$157K 0.01% 176
2019
Q3
$200K Hold
1,452
0.03% 124
2019
Q2
$210K Sell
1,452
-2,979
-67% -$431K 0.03% 120
2019
Q1
$770K Hold
4,431
0.11% 74
2018
Q4
$706K Buy
4,431
+2,979
+205% +$475K 0.11% 73
2018
Q3
$256K Sell
1,452
-29
-2% -$5.11K 0.03% 114
2018
Q2
$244K Buy
1,481
+29
+2% +$4.78K 0.03% 115
2018
Q1
$266K Hold
1,452
0.04% 111
2017
Q4
$286K Hold
1,452
0.04% 110
2017
Q3
$255K Sell
1,452
-38
-3% -$6.67K 0.04% 114
2017
Q2
$259K Hold
1,490
0.04% 115
2017
Q1
$238K Buy
1,490
+38
+3% +$6.07K 0.04% 109
2016
Q4
$217K Hold
1,452
0.04% 108
2016
Q3
$214K Hold
1,452
0.04% 108
2016
Q2
$213K Hold
1,452
0.04% 108
2016
Q1
$202K Sell
1,452
-359
-20% -$49.9K 0.04% 111
2015
Q4
$228K Hold
1,811
0.04% 114
2015
Q3
$215K Hold
1,811
0.04% 117
2015
Q2
$234K Hold
1,811
0.04% 120
2015
Q1
$250K Hold
1,811
0.04% 113
2014
Q4
$249K Hold
1,811
0.05% 109
2014
Q3
$215K Buy
1,811
+598
+49% +$71K 0.04% 120
2014
Q2
$145K Sell
1,213
-668
-36% -$79.9K 0.04% 135
2014
Q1
$213K Buy
1,881
+70
+4% +$7.93K 0.05% 108
2013
Q4
$212K Buy
+1,811
New +$212K 0.05% 103