Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.8K Hold
236
﹤0.01% 730
2025
Q1
$63.4K Hold
236
﹤0.01% 741
2024
Q4
$58.1K Hold
236
﹤0.01% 769
2024
Q3
$54.1K Buy
236
+16
+7% +$3.67K ﹤0.01% 770
2024
Q2
$44.4K Sell
220
-160
-42% -$32.3K ﹤0.01% 808
2024
Q1
$74.1K Sell
380
-22
-5% -$4.29K ﹤0.01% 731
2023
Q4
$62.1K Buy
402
+22
+6% +$3.4K ﹤0.01% 759
2023
Q3
$49.1K Hold
380
﹤0.01% 777
2023
Q2
$52K Hold
380
﹤0.01% 772
2023
Q1
$48.1K Hold
380
﹤0.01% 800
2022
Q4
$39.2K Hold
380
﹤0.01% 813
2022
Q3
$31K Buy
380
+160
+73% +$13.1K ﹤0.01% 859
2022
Q2
$20K Hold
220
﹤0.01% 929
2022
Q1
$24K Buy
220
+185
+529% +$20.2K ﹤0.01% 933
2021
Q4
$5K Hold
35
﹤0.01% 1138
2021
Q3
$5K Hold
35
﹤0.01% 1125
2021
Q2
$5K Hold
35
﹤0.01% 1093
2021
Q1
$4K Sell
35
-43
-55% -$4.91K ﹤0.01% 1053
2020
Q4
$10K Hold
78
﹤0.01% 895
2020
Q3
$12K Hold
78
﹤0.01% 840
2020
Q2
$11K Hold
78
﹤0.01% 825
2020
Q1
$9K Sell
78
-20
-20% -$2.31K ﹤0.01% 885
2019
Q4
$13K Hold
98
﹤0.01% 913
2019
Q3
$12K Hold
98
﹤0.01% 880
2019
Q2
$13K Buy
98
+20
+26% +$2.65K ﹤0.01% 876
2019
Q1
$9K Hold
78
﹤0.01% 910
2018
Q4
$8K Hold
78
﹤0.01% 951
2018
Q3
$10K Hold
78
﹤0.01% 1010
2018
Q2
$9K Hold
78
﹤0.01% 1026
2018
Q1
$8K Hold
78
﹤0.01% 1048
2017
Q4
$9K Buy
+78
New +$9K ﹤0.01% 993
2017
Q3
Sell
-41
Closed -$4K 1345
2017
Q2
$4K Buy
+41
New +$4K ﹤0.01% 1091
2016
Q4
Sell
-100
Closed -$9K 1195
2016
Q3
$9K Hold
100
﹤0.01% 963
2016
Q2
$8K Hold
100
﹤0.01% 999
2016
Q1
$8K Hold
100
﹤0.01% 983
2015
Q4
$8K Hold
100
﹤0.01% 1004
2015
Q3
$6K Hold
100
﹤0.01% 1061
2015
Q2
$7K Hold
100
﹤0.01% 1072
2015
Q1
$7K Sell
100
-277
-73% -$19.4K ﹤0.01% 1044
2014
Q4
$26K Sell
377
-18
-5% -$1.24K ﹤0.01% 762
2014
Q3
$29K Hold
395
﹤0.01% 757
2014
Q2
$30K Hold
395
﹤0.01% 764
2014
Q1
$32K Buy
395
+26
+7% +$2.11K ﹤0.01% 748
2013
Q4
$32K Hold
369
﹤0.01% 760
2013
Q3
$27K Hold
369
﹤0.01% 782
2013
Q2
$27K Buy
+369
New +$27K ﹤0.01% 738