Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-90
Closed -$6.09K 530
2025
Q1
$6.09K Buy
+90
New +$6.09K ﹤0.01% 550
2023
Q2
Sell
-337
Closed -$14.9K 530
2023
Q1
$14.9K Hold
337
﹤0.01% 402
2022
Q4
$14K Hold
337
﹤0.01% 405
2022
Q3
$12K Sell
337
-150
-31% -$5.34K ﹤0.01% 419
2022
Q2
$20K Hold
487
﹤0.01% 369
2022
Q1
$28K Hold
487
﹤0.01% 370
2021
Q4
$27K Hold
487
﹤0.01% 365
2021
Q3
$34K Hold
487
0.01% 333
2021
Q2
$34K Hold
487
0.01% 334
2021
Q1
$30K Hold
487
0.01% 340
2020
Q4
$24K Hold
487
0.01% 345
2020
Q3
$25K Sell
487
-60
-11% -$3.08K 0.01% 312
2020
Q2
$29K Hold
547
0.01% 295
2020
Q1
$16K Hold
547
﹤0.01% 330
2019
Q4
$20K Hold
547
﹤0.01% 332
2019
Q3
$21K Hold
547
0.01% 326
2019
Q2
$22K Hold
547
0.01% 315
2019
Q1
$20K Hold
547
0.01% 323
2018
Q4
$15K Hold
547
﹤0.01% 338
2018
Q3
$18K Sell
547
-352
-39% -$11.6K 0.01% 345
2018
Q2
$33K Sell
899
-150
-14% -$5.51K 0.01% 289
2018
Q1
$42K Hold
1,049
0.01% 273
2017
Q4
$40K Hold
1,049
0.01% 280
2017
Q3
$40K Sell
1,049
-30
-3% -$1.14K 0.01% 281
2017
Q2
$38K Buy
1,079
+80
+8% +$2.82K 0.01% 287
2017
Q1
$34K Hold
999
0.01% 295
2016
Q4
$30K Hold
999
0.01% 290
2016
Q3
$33K Hold
999
0.01% 281
2016
Q2
$23K Hold
999
0.01% 309
2016
Q1
$24K Hold
999
0.01% 289
2015
Q4
$27K Buy
999
+352
+54% +$9.51K 0.01% 274
2015
Q3
$16K Sell
647
-748
-54% -$18.5K 0.01% 315
2015
Q2
$35K Hold
1,395
0.02% 252
2015
Q1
$34K Hold
1,395
0.02% 260
2014
Q4
$33K Hold
1,395
0.02% 257
2014
Q3
$33K Hold
1,395
0.02% 241
2014
Q2
$31K Hold
1,395
0.02% 249
2014
Q1
$32K Hold
1,395
0.02% 232
2013
Q4
$32K Buy
+1,395
New +$32K 0.02% 229