Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.1K Hold
1,457
﹤0.01% 723
2025
Q1
$78K Hold
1,457
﹤0.01% 705
2024
Q4
$69.7K Hold
1,457
﹤0.01% 730
2024
Q3
$64.8K Hold
1,457
﹤0.01% 730
2024
Q2
$62.1K Hold
1,457
﹤0.01% 731
2024
Q1
$60.6K Hold
1,457
﹤0.01% 769
2023
Q4
$53.5K Hold
1,457
﹤0.01% 782
2023
Q3
$51.8K Hold
1,457
﹤0.01% 767
2023
Q2
$49.5K Hold
1,457
﹤0.01% 777
2023
Q1
$50.2K Hold
1,457
﹤0.01% 796
2022
Q4
$47.8K Hold
1,457
﹤0.01% 776
2022
Q3
$44K Hold
1,457
﹤0.01% 792
2022
Q2
$42K Buy
+1,457
New +$42K ﹤0.01% 803
2022
Q1
Hold
0
-$26K 897
2021
Q4
Hold
0
-$25K 909
2021
Q3
Hold
0
-$26K 881
2021
Q2
Hold
0
-$22K 837
2021
Q1
Hold
0
-$19K 818
2020
Q4
Hold
0
-$14K 810
2020
Q3
Hold
0
-$15K 817
2020
Q2
Hold
0
-$10K 784
2020
Q1
Hold
0
-$22K 868
2019
Q4
Hold
0
-$24K 816
2019
Q3
Hold
0
-$28K 768
2019
Q2
Hold
0
-$29K 742
2019
Q1
Hold
0
-$26K 716
2018
Q4
Hold
0
-$62K 739
2018
Q3
Hold
0
-$61K 646
2018
Q2
Hold
0
-$59K 639
2018
Q1
Hold
0
-$135K 656
2017
Q4
Hold
0
-$212K 533
2017
Q3
Hold
0
-$182K 445
2017
Q2
Hold
0
-$197K 462
2017
Q1
Hold
0
-$189K 459
2016
Q4
Hold
0
-$190K 463
2016
Q3
Hold
0
-$158K 446
2016
Q2
Hold
0
-$153K 471
2016
Q1
Hold
0
-$158K 477
2015
Q4
Hold
0
-$30K 458
2015
Q3
Hold
0
-$68K 736
2015
Q2
Hold
0
-$69K 607
2015
Q1
Hold
0
-$70K 588
2014
Q4
Hold
0
-$56K 585
2014
Q3
Hold
0
-$61K 634
2014
Q2
Hold
0
-$46K 624
2014
Q1
Hold
0
-$34K 693
2013
Q4
Hold
0
-$28K 747
2013
Q3
Hold
0
-$28K 767
2013
Q2
Hold
0
731