Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70 Hold
64
﹤0.01% 5345
2025
Q1
$44 Hold
64
﹤0.01% 5344
2024
Q4
$74 Hold
64
﹤0.01% 5301
2024
Q3
$89 Hold
64
﹤0.01% 5136
2024
Q2
$90 Hold
64
﹤0.01% 5195
2024
Q1
$104 Sell
64
-11
-15% -$18 ﹤0.01% 5193
2023
Q4
$840 Sell
75
-7
-9% -$78 ﹤0.01% 5201
2023
Q3
$618 Hold
82
﹤0.01% 5278
2023
Q2
$1.63K Sell
82
-756
-90% -$15K ﹤0.01% 5292
2023
Q1
$18.3K Buy
838
+24
+3% +$524 ﹤0.01% 5183
2022
Q4
$23.8K Buy
814
+16
+2% +$467 ﹤0.01% 5273
2022
Q3
$55K Buy
798
+94
+13% +$6.48K ﹤0.01% 5247
2022
Q2
$54K Buy
704
+622
+759% +$47.7K ﹤0.01% 5304
2022
Q1
$8K Hold
82
﹤0.01% 5561
2021
Q4
$14K Buy
82
+11
+15% +$1.88K ﹤0.01% 5506
2021
Q3
$14K Buy
71
+51
+255% +$10.1K ﹤0.01% 5366
2021
Q2
$5K Sell
20
-126
-86% -$31.5K ﹤0.01% 5304
2021
Q1
$22K Hold
146
﹤0.01% 4956
2020
Q4
$15K Hold
146
﹤0.01% 4730
2020
Q3
$8K Hold
146
﹤0.01% 4718
2020
Q2
$11K Hold
146
﹤0.01% 4686
2020
Q1
$5K Hold
146
﹤0.01% 4701
2019
Q4
$11K Hold
146
﹤0.01% 4671
2019
Q3
$15K Hold
146
﹤0.01% 4624
2019
Q2
$20K Buy
146
+1
+0.7% +$137 ﹤0.01% 4632
2019
Q1
$20K Hold
145
﹤0.01% 4551
2018
Q4
$19K Buy
145
+1
+0.7% +$131 ﹤0.01% 4549
2018
Q3
$80K Hold
144
﹤0.01% 4424
2018
Q2
$201K Buy
144
+1
+0.7% +$1.4K ﹤0.01% 4247
2018
Q1
$136K Sell
143
-2
-1% -$1.9K ﹤0.01% 4235
2017
Q4
$129K Hold
145
﹤0.01% 4237
2017
Q3
$110K Buy
145
+1
+0.7% +$759 ﹤0.01% 4281
2017
Q2
$198K Sell
144
-5
-3% -$6.88K ﹤0.01% 4186
2017
Q1
$248K Buy
+149
New +$248K ﹤0.01% 4121
2014
Q2
Hold
0
-$7K 3154
2014
Q1
Hold
0
-$8K 2914
2013
Q4
Hold
0
-$6K 2826
2013
Q3
Hold
0
-$6K 2912
2013
Q2
Hold
0
2949