Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Hold
70
﹤0.01% 1001
2025
Q1
$19K Hold
70
﹤0.01% 1009
2024
Q4
$18K Hold
70
﹤0.01% 963
2024
Q3
$15K Hold
70
﹤0.01% 950
2024
Q2
$12K Hold
70
﹤0.01% 932
2024
Q1
$13K Hold
70
﹤0.01% 889
2023
Q4
$13K Hold
70
﹤0.01% 863
2023
Q3
$11K Hold
70
﹤0.01% 865
2023
Q2
$10K Hold
70
﹤0.01% 818
2023
Q1
$10K Sell
70
-277
-80% -$39.6K ﹤0.01% 804
2022
Q4
$50K Sell
347
-244
-41% -$35.2K ﹤0.01% 620
2022
Q3
$85K Hold
591
0.01% 473
2022
Q2
$91K Hold
591
0.01% 445
2022
Q1
$124K Hold
591
0.01% 398
2021
Q4
$144K Buy
591
+112
+23% +$27.3K 0.01% 386
2021
Q3
$95K Buy
479
+125
+35% +$24.8K 0.01% 460
2021
Q2
$66K Sell
354
-125
-26% -$23.3K ﹤0.01% 526
2021
Q1
$100K Buy
479
+2
+0.4% +$418 0.01% 456
2020
Q4
$84K Buy
477
+24
+5% +$4.23K 0.01% 338
2020
Q3
$56K Hold
453
0.01% 386
2020
Q2
$63K Hold
453
0.01% 346
2020
Q1
$48K Hold
453
0.01% 341
2019
Q4
$63K Hold
453
0.01% 364
2019
Q3
$63K Hold
453
0.01% 348
2019
Q2
$66K Hold
453
0.01% 331
2019
Q1
$71K Hold
453
0.01% 304
2018
Q4
$73K Hold
453
0.01% 263
2018
Q3
$90K Sell
453
-66
-13% -$13.1K 0.01% 253
2018
Q2
$90K Hold
519
0.01% 259
2018
Q1
$75K Hold
519
0.01% 267
2017
Q4
$68K Hold
519
0.01% 286
2017
Q3
$63K Sell
519
-57
-10% -$6.92K 0.01% 286
2017
Q2
$73.2K Hold
576
0.01% 273
2017
Q1
$82.1K Hold
576
0.01% 230
2016
Q4
$83K Hold
576
0.01% 233
2016
Q3
$71.8K Hold
576
0.01% 234
2016
Q2
$65.6K Buy
576
+142
+33% +$16.2K 0.01% 240
2016
Q1
$45.9K Hold
434
0.01% 281
2015
Q4
$42.1K Sell
434
-3,923
-90% -$380K 0.01% 291
2015
Q3
$505K Buy
4,357
+3,985
+1,071% +$461K 0.1% 143
2015
Q2
$44.8K Buy
+372
New +$44.8K 0.01% 294