Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Buy
213
+3
+1% +$394 ﹤0.01% 572
2025
Q1
$25K Hold
210
﹤0.01% 581
2024
Q4
$24K Sell
210
-2
-0.9% -$229 ﹤0.01% 595
2024
Q3
$29K Sell
212
-17
-7% -$2.33K ﹤0.01% 558
2024
Q2
$31K Buy
229
+15
+7% +$2.03K ﹤0.01% 529
2024
Q1
$28K Buy
214
+6
+3% +$785 ﹤0.01% 529
2023
Q4
$24K Hold
208
﹤0.01% 542
2023
Q3
$19K Sell
208
-7
-3% -$639 ﹤0.01% 571
2023
Q2
$24K Hold
215
﹤0.01% 538
2023
Q1
$23K Hold
215
﹤0.01% 449
2022
Q4
$24K Hold
215
﹤0.01% 447
2022
Q3
$19K Buy
215
+83
+63% +$7.34K ﹤0.01% 459
2022
Q2
$10K Buy
132
+24
+22% +$1.82K ﹤0.01% 511
2022
Q1
$9K Sell
108
-6
-5% -$500 ﹤0.01% 545
2021
Q4
$14K Buy
114
+6
+6% +$737 ﹤0.01% 477
2021
Q3
$13K Hold
108
﹤0.01% 413
2021
Q2
$13K Hold
108
﹤0.01% 399
2021
Q1
$11K Hold
108
﹤0.01% 405
2020
Q4
$11K Hold
108
﹤0.01% 383
2020
Q3
$9K Hold
108
﹤0.01% 388
2020
Q2
$7K Hold
108
﹤0.01% 396
2020
Q1
$7K Hold
108
﹤0.01% 396
2019
Q4
$9K Hold
108
﹤0.01% 361
2019
Q3
$9K Hold
108
﹤0.01% 358
2019
Q2
$9K Hold
108
﹤0.01% 386
2019
Q1
$9K Hold
108
﹤0.01% 379
2018
Q4
$7K Hold
108
﹤0.01% 395
2018
Q3
$9K Hold
108
﹤0.01% 422
2018
Q2
$7K Hold
108
﹤0.01% 354
2018
Q1
$8K Hold
108
﹤0.01% 338
2017
Q4
$7K Hold
108
﹤0.01% 356
2017
Q3
$7K Hold
108
﹤0.01% 349
2017
Q2
$6K Hold
108
﹤0.01% 362
2017
Q1
$5K Hold
108
﹤0.01% 355
2016
Q4
$5K Hold
108
﹤0.01% 354
2016
Q3
$6K Hold
108
﹤0.01% 321
2016
Q2
$5K Hold
108
﹤0.01% 308
2016
Q1
$4K Hold
108
﹤0.01% 311
2015
Q4
$4K Hold
108
﹤0.01% 304
2015
Q3
$4K Hold
108
﹤0.01% 300
2015
Q2
$4K Hold
108
﹤0.01% 316
2015
Q1
$4K Hold
108
﹤0.01% 303
2014
Q4
$4K Hold
108
﹤0.01% 290
2014
Q3
$3K Hold
108
﹤0.01% 297
2014
Q2
$4K Hold
108
﹤0.01% 303
2014
Q1
$4K Hold
108
﹤0.01% 308
2013
Q4
$4K Buy
+108
New +$4K ﹤0.01% 274