Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.62K Sell
175
-23
-12% -$1K ﹤0.01% 980
2025
Q1
$9.35K Hold
198
﹤0.01% 988
2024
Q4
$9.09K Buy
198
+23
+13% +$1.06K ﹤0.01% 981
2024
Q3
$9.33K Hold
175
﹤0.01% 999
2024
Q2
$8.88K Hold
175
﹤0.01% 957
2024
Q1
$10.1K Hold
175
﹤0.01% 951
2023
Q4
$9.78K Hold
175
﹤0.01% 951
2023
Q3
$9.07K Sell
175
-52
-23% -$2.69K ﹤0.01% 901
2023
Q2
$13.4K Sell
227
-368
-62% -$21.7K ﹤0.01% 907
2023
Q1
$36.3K Sell
595
-5,710
-91% -$348K ﹤0.01% 868
2022
Q4
$383K Buy
6,305
+28
+0.4% +$1.7K 0.01% 725
2022
Q3
$356K Sell
6,277
-364
-5% -$20.6K 0.01% 725
2022
Q2
$379K Sell
6,641
-28
-0.4% -$1.6K 0.01% 727
2022
Q1
$418K Buy
6,669
+398
+6% +$24.9K 0.01% 766
2021
Q4
$363K Sell
6,271
-782
-11% -$45.3K 0.01% 774
2021
Q3
$421K Buy
+7,053
New +$421K 0.01% 751
2021
Q1
$446K Buy
7,046
+748
+12% +$47.3K 0.01% 712
2020
Q4
$373K Sell
6,298
-429
-6% -$25.4K 0.01% 721
2020
Q3
$344K Buy
6,727
+103
+2% +$5.27K 0.01% 697
2020
Q2
$346K Buy
6,624
+1
+0% +$52 0.01% 708
2020
Q1
$307K Sell
6,623
-7,371
-53% -$342K 0.01% 686
2019
Q4
$864K Sell
13,994
-769
-5% -$47.5K 0.02% 550
2019
Q3
$859K Buy
14,763
+576
+4% +$33.5K 0.02% 536
2019
Q2
$927K Buy
14,187
+1,302
+10% +$85.1K 0.02% 506
2019
Q1
$793K Buy
+12,885
New +$793K 0.02% 544
2018
Q1
Sell
-4,093
Closed -$218K 942
2017
Q4
$218K Sell
4,093
-256
-6% -$13.6K 0.01% 847
2017
Q3
$219K Hold
4,349
0.01% 856
2017
Q2
$224K Buy
+4,349
New +$224K 0.01% 809
2014
Q3
Sell
-4,828
Closed -$212K 909
2014
Q2
$212K Buy
+4,828
New +$212K 0.01% 862